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MEET OUR TEAM
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TRACY SIMPSON

Managing Director

B.Bus (Acc), CA

Tracy is a Chartered Accountant and Managing Director of WD Nicholls. She is a business improvement specialist and has helped many businesses achieve their potential over her 30 years in public practice.

 

Tracy is skilled in the areas of tax planning, structuring and asset protection as well as providing strategic business advice. .

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CHARLOTTE CLOAK

CA

Charlotte joined the WD Nicholls Team in February of 2018. Charlotte is a Chartered Accountant and has over 8 years of experience working across a variety of customers from individuals to medium-sized enterprises. Her experience covers a wide range of areas including the preparation of financial reports and income tax returns, preparation of Business Activity Statements and other accounting services.  Charlotte is available Monday, Wednesday and Thursday.

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PATRICIA CATER

ACCA, CPA

Pat comes from a background of management and business accounting and taxation.

She is a Chartered
Accountant with over thirty years of experience gained locally and overseas. Her taxation experience is
in large and medium entities.

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GAYE O'DONNELL

Gaye was originally employed by the firm in 1988 as our receptionist, and over the years she has gained valuable experience in the preparation of Financial Statements and Tax Returns, Bookkeeping, Xero, Word Processing, and Excel Spreadsheets. She can also assist you with building & construction Industry Long Service, Australian Taxation Office, or general office enquiries

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DAVID ALFARO RIVEROS

David is working as a Junior Accountant while finishing his Bachelor of Accounting.

David is assisting with Individual Tax Returns, preparation of Partnership, Trust and Company Tax Returns and BAS preparation.

David has been working in the Accounts sector since January 2015.  He was a tennis coach and staff member of Tennis Australia and Tennis World in Melbourne Park when he first came in to Australia back in 2012.  

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SUSAN BIGGAR

FIPA FFA

Sue is a Senior Accountant and Registered Tax Agent with

over 20 years’ experience and can assist you with preparing income tax returns, financial reports and Business Activity Statements for all entity types.

Sue also has experience with Not-For-Profit organisations including DGR (deductable gift recipients) requirements.

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HELEN HUTLEY

Mtax, Fipa

Helen is an Authorised Representative of SMSF Advisers Network, AFSL No. 430062, a Tax Agent and Fellow of the Institute of Public Accountants. She completed her Masters of Taxation degree in 2015 and has over 30 years of accounting and taxation experience, specialising in income tax, structuring and superannuation advice.

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KIRSTEN TACEY

B.Fin.Admin, CPA

Kirsten has 27 years’ experience in business and taxation advisory. Kirsten has a diverse client portfolio and enjoys the challenge that this provides. She has experience in large and medium entities as well as research and development tax incentives. Kirsten is skilled in business analysis and strategy.

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DENISE PRENTICE

Denise has worked in the financial service industry for 31 years, and joined our firm in 2013. She has much experience with the Not for Profit sector, and can assist with Tax Returns, Bookkeeping, Business Activity Statements, and with MYOB and Xero accounting software.

MEET OUR PROFESSIONAL TEAM
MEET OUR SUPPORT TEAM
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ANITA BURNIE

Anita joined WD Nicholls in 2016 as a client liaison officer. She has extensive experience in professional service firms and can assist with client management and tax office matters

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MARELLE ISAAC

Marelle is the internal office manager for WD Nicholls. She has over 27 years’ experience in accounting firms and can assist with accounts payable and receivable and human resource matters.  

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DENISE FIELD

Denise has been with our firm for 27 years and is our receptionist/secretary. Denise can assist you with making appointments, obtaining information from your files, taking messages, and directing your enquiries to the most suitable person to deal with your individual needs.

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