Our Philosophy

Holistic Financial Partnership

Accountree Financial Planning – working together with your trusted accountant to bring you the very best financial advice


We are experienced in accounting and financial planning, so we can understand the big picture and work with you to find a solution that really meets your overall objectives. Conveniently combining both professions in one organisation, we can help you achieve your dreams and increase your prosperity.

Reassurance and Reliability

When your circumstance change or when economic times are volatile, Accountree can provide you with the reassurance you need. We offer support and expertise to assist you in positively managing your financial position across all stages of your life, truly adding value – whether you’re in business, in debt, retirement or somewhere in between – we can help.


Accountree can ensure your compliance obligations are met, your tax position is the best it can be and you have a robust plan for financial success. This should reduce your financial stress and free up your time to spend on the things you enjoy.


Our advice and communication with you will be clear and friendly, cutting through the financial jargon.

We are not subject to sales targets and can recommend financial products across the industry that are appropriate to your objectives.
We are Client First Focused.

Our Expertise

Financial Planning and Lending

  • Investments
  • Superannuation
  • Insurance
  • Lending and debt consolidation
  • Estate Planning
  • Aged Care Planning
  • Business and Family Succession Planning
  • Cashflow and Budgeting

Tax (with our Professional Partners)

  • Company
  • Individual
  • Trusts
  • BAS
  • SMSF
  • Tax planning and advice
  • Structures (Trusts, SMSFs, Companies, etc)
  • Investment Property Advice

Accounting (with our Professional Partners)

  • Annual Reporting
  • Strategic Planning, Business Development and Advice
  • Bookkeeping
  • Financial control
  • SMSF Accounting
  • Associated Incorporations Audit
  • Implementing accounting systems, processes and procedures

Our Values

Integrity, client first focused, honesty and empathy

Professionalism and collaboration

Expertise and innovation


Catherine Jenkins

Financial Planner & Accountant

Our Professional Partners

Diane Photo

Diane Leith

Registered Tax Agent
CPA, SMSF Accounting Specialist

Joan Ducza

CPA, Chartered Tax Adviser, Registered Tax & ASIC Agent

Tim Reynolds

Tim Reynolds

Director of Accession Finance, Mortgage Broker & MFAA Mentor


Len Phillips

Registered Tax Agent


Tony Bartel


Danielle Main

Mortgage Broker