MEET THE TEAM
Phil McNaughton
Director
Stephen Henderson
DirectorAbout Phil McNaughton
Phil McNaughton is a founding Director at UBTA with a wealth of knowledge and understanding in complex tax matters, restructuring, superannuation, succession planning and estate planning.
Specialties:
- Over 40 years of experience
- Tax Practitioner Registration since 1981
- Has completed the Public Accountants Registration Board course in conjunction with the Institute of Chartered Accountants.
Specialties:
- Business Structure & Restructure
- Mergers & Acquisitions
- Succession Planning
- Estate Planning
- Superannuation Strategies
Marcus John
Practice ManagerAbout Stephen Henderson
Stephen is one of the founding directors of UBT Accountants. He has valuable experience and interest in:
Specialties:
- Creative solutions in domestic and international business structuring for privately held business groups
- Using financial (and non-financial) reporting to help business management understand more about their business and improve the quality of decision-making
- Assisting businesses in developing robust forecasting models to allow them to forecast future performance more reliably
- Over 30 years of experience
- Qualified Accountant and Registered Tax agent
- Experience in both public and corporate accounting
Specialties:
- International Tax
- Business Structure
- Mergers & Acquisitions
- CFO Advisory
Matthew Cowell
ManagerAbout Matthew Cowell
Matt enjoys working with a broad range of businesses to help them understand and improve their overall financial position & tax outcomes. He loves giving clients financial peace of mind and partnering with them to get ahead to better support their families and communities.
Specialties:
- Over 10 years of experience
- Advanced Diploma in Accounting and Diploma of Financial Planning
- Registered tax agent and financial advisor
Specialties:
- Valuations and Restructures
- Business Growth Consulting
- SMSF & Property
Lionel Dunlop
ManagerAbout Marcus John
Marcus focuses on helping business owners in reaching their financial targets by assisting them with setting financial goals, education of the drivers of their business and interpretation of financial results. He has experience in complex assignments including restructures and valuations and enjoys helping clients strategically minimise tax.
Specialties:
- Over 10 years of experience
- Advanced Diploma in Accounting
- Registered tax agent
Specialties:
- Business Consulting & Growth Consulting
- Management Reporting
Marcus Plaisted
ManagerAbout Marcus Plaisted
Marcus’ passion is helping clients through the world of business by helping to interpret financial results, educate on business drivers, understand entity structures and ultimately, grow their net worth. He takes care to understand each of his client’s business models and financial goals individually, and has worked with a wide range of clients, industries, and stages.
Specialties:
- Over 10 years of experience
- Experience in both public and small business accounting
Specialties:
- Management Reporting
- Business Growth Consulting
Phil Sharpe
ManagerAbout Phil Sharpe
Phil has had a wealth of experience in understanding complex family structures, family group tax issues and equity management.
He gained experience working in Business Consulting, giving him a deep insight into quality business management and growth strategies.
- Over 10 years of experience
- Advanced Diploma in Accounting
- Registered tax agent
David Hocking
ManagerAbout Lionel Dunlop
Lionel is passionate about establishing trust in client relationships and learning more about them in view of driving their success.
Specialties:
- Over 10 years of experience
- Diploma in Accounting
- Registered Tax Agent
- Experience in both public and corporate accounting
Specialties:
- Superannuation & SMSF
- Property Development
Matthew Olsson
ManagerAbout David Hocking
David addresses his client’s needs, challenges and opportunities and contributes to their overall success, with a wealth of knowledge in facilitating client ongoing relationships and one-off assignments, such as restructures and valuations.
Specialties:
- Over 30 years of experience
- Registered tax agent
Specialties:
- Management Reporting
- Succession Planning
Jiten Verma
ManagerAbout Lincoln Thomas
Lincoln has a passion to get inside client’s businesses and address their needs, challenges and opportunities and contribute to their overall success, fostering a sound understanding of their business structure and functions and interpretation of financial reporting.
Specialties:
- Over 10 years of experience
- Experience in both public and small business accounting
- Registered tax agent
Specialties:
- Tax Advisory
- Restructures
- Business Valuations
Huxley Joyce
ManagerAbout Matthew Olsson
Matthew has a broad spectrum of experience across many areas of accounting, finance, taxation, superannuation and auditing.
- Over 10 years of experience
- Registered tax agent
- Registered SMSF auditor
Shirin Mistry
Accountant
Sophie Arkcoll
Accountant
Ebony Pugh
Accountant
Campbell McEwen
Accountant
Alellie David
Accountant
Manisha Narotam
Accountant
Allen Abadiano
Accountant
Goli Naderi
Accountant
Keong Chen
Accountant
Tyler Wallis
Accountant
Danyon Saunders
Accountant
Vaughan Simpson
Accountant
Racquel Salevski
Accountant
Monte Joyce
Accountant
Denver Thomas
Accountant
Saskia Wibberley
Accountant
Amiel Pangan
Accountant
Ronald Teehingchon
Accountant
Lougene Castro
Accountant
Shazzy Celeste
Accountant
Jovel Reyes
Accountant
Reniel Domingo
Accountant
Shahzeen Shah
Company Accountant
Annaliese McNaughton
Assistant Accountant
Kelly Pedder
Human Resources
Abigail Felipe
Client Services Team Leader
Laura Baldwin
Client Services Coordinator
Dimi Katsaros
Client Services Coordinator
Heidi Watt
Client Services Coordinator
Ramiza Koch
Client Services Coordinator
Celin Rezkallah
Client Services Coordinator
Kerin Thorne
Client Services Coordinator
Lean Grace Vasco
Client Services Coordinator
Jaspreet Kaur
Client Services Coordinator
Andrea Katsaros
Client Services Coordinator