MEET THE TEAM

Phil McNaughton Head Shot Photo

Phil McNaughton

Director

About 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.

  • 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
Stephen Henderson Head Shot

Stephen Henderson

Practice Director

About Stephen Henderson
Stephen is one of the founding directors of UBT Accountants. He has valuable experience and interest in:

  • 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

Matthew Cowell

Manager

About 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.

  • 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
Marcus John

Marcus John

Manager

About 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.

  • Over 10 years of experience
  • Advanced Diploma in Accounting
  • Registered tax agent

Specialties:
  • Business Consulting & Growth Consulting
  • Management Reporting
Marcus Plaisted

Marcus Plaisted

Manager

About 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.

  • Over 10 years of experience
  • Experience in both public and small business accounting

Specialties:
  • Management Reporting
  • Business Growth Consulting
Phil Sharpe

Phil Sharpe

Manager

About 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

Lionel Dunlop

Lionel Dunlop

Manager

About Lionel Dunlop
Lionel is passionate about establishing trust in client relationships and learning more about them in view of driving their success.

  • Over 10 years of experience
  • Diploma in Accounting
  • Registered Tax Agent
  • Experience in both public and corporate accounting

Specialties:
  • Superannuation & SMSF
  • Property Development
David Hocking

David Hocking

Manager

About 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.

  • Over 30 years of experience
  • Registered tax agent

Specialties:
  • Management Reporting
  • Succession Planning
Lincoln Thomas

Lincoln Thomas

Manager

About 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.

  • Over 10 years of experience
  • Experience in both public and small business accounting
  • Registered tax agent

Specialties:
  • Tax Advisory
  • Restructures
  • Business Valuations
Matthew Olsson

Matthew Olsson

Manager

About 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

Perry Thomas

Perry Thomas

Accountant

Billy Zhou

Billy Zhou

Accountant

Allen Abadiano

Allen Abadiano

Accountant

Campbell McEwen

Campbell McEwen

Accountant

Riley Williams

Riley Williams

Accountant

Minisha Narotam

Manisha Narotam

Accountant

Racquel Salevski

Racquel Salevski

Accountant

Goli Naderi

Goli Naderi

Accountant

Jovel

Amiel Pangan

Accountant

Ronald Teehingchon

Ronald Teehingchon

Accountant

Lougene Castro

Lougene Castro

Accountant

Reniel Domingo

Reniel Domingo

Accountant

Zchronngenne Celeste

Shazzy Celeste

Accountant

Nia Duya

Nia Duya

Accountant

Candace F. Tiamson Image

Candace Tiamson

Accountant


Huxley Joyce

Huxley Joyce

Accountant

Sophie Arkcoll

Sophie Arkcoll

Accountant

Armand Shore

Armand Shore

Accountant

Tyler Wallis

Tyler Wallis

Accountant

Abigail Collins

Abigail Collins

Accountant

Ali Tanana

Ali Tanana

Company Accountant

Shahzeen Shah

Shahzeen Shah

Assistant Accountant


James Evans

James Evans

Human Resources

Ebony Pugh

Ebony Pugh

Accountant

Dimi Katsaros

Dimi Katsaros

Client Services Coordinator

Megan Saxon

Megan Saxon

Client Services Coordinator

Lean Grace De Leon

Lean Grace Vasco

Client Services Coordinator


Abigail Felipe

Abigail Felipe

Client Services Team Leader

Kerin Thorne

Kerin Thorne

Client Services Coordinator

Laura Baldwin.

Laura Baldwin

Client Services Coordinator


Join us.

Motivated individuals committed to excellence, developing themselves and earning clients trust have found themselves challenging and rewarding careers at UBTA.

DISCOVER HOW THEY DID IT >