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About Us

 

 

     

Our Mission
Our Services
We offer a FREE Initial No Obligation Consultation!

Our Mission
“To provide our clients with a total financial solution accompanied by high service and ethical standards in a relationship of mutual trust and respect”

With tax and regulation rules constantly changing you deserve peace of mind. To this end, Hern Financial Services is committed to actively attending professional education programs to keep abreast of all the changes in the Australian Taxation System. We strive to improve our knowledge and expertise to ensure we excel in, and provide, the very best accounting, taxation and financial services.

A team that has grown from humble beginnings…
Brian Hern established Hern Financial Services in 1994. Brian began the practice in 1977 working from home completing tax returns, and the business gradually grew into a successful accounting practice. Brian joined with fellow accountant and financial planner, Matthew Carberry, to become partners of Hern Financial Services in 2007. The Hern Financial Services team consists of specialised staff that can help you with your tax needs and business solutions.

In 1997 Brian became an Authorised Representative of Count Wealth Accountants.

 
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Planning for Life

Partners  
Brian Hern FPNA, FNTAA
With over forty years of accounting experience and over ten years of financial planning, Brian is the founder of Hern Financial Services and an Authorised Representative of Count Financial Limited. As a key contributor to both the business and the community, Brian is Fellow of the National Institute of Accountants, Fellow of the National Tax Accountants Association, Registered Tax Agent and a Justice of the Peace in South Australia among many other things. Brian’s wisdom and vast experience is a foundation on which the firm was raised.
   
Matthew Carberry PNA
Dedicated and passionate about all aspects of the firm and the workings of the finance industry in terms of both taxation and financial planning, Matthew became a Partner of Hern Financial Services in 2007. With over fourteen years of accounting experience and over ten years of financial planning experience, he has a hard-working and enthusiastic approach to help clients achieve their financial goals. Matthew is a Professional of the National Institute of Accountants (PNA), Registered Tax Agent and an Authorised Representative of Count Financial Limited.
   
Full Time Staff  
Kristy Willmott
Joining us in 2002 as our “Director of First Impressions”, Kristy will be your first point of contact over the phone, via email or in person. She works closely with clients to ensure all taxation matters are handled promptly and effectively as possible. Her passionate and professional approach to all aspects of her work assists the whole team in working to the best of their ability, making Kristy an effective support to clients and staff alike. All of her hard work has paid off with Kristy being awarded the Pride of Workmanship award from the Rotary Club of Walkerville in 2008.
 
   
Renee Bilske
Assisting Matthew in a Paraplanning, Client Services and Administration role, Renee works enthusiastically to prepare all of your financial plans, liaise with clients and assist and support the financial planning team with daily administrative duties. She has a Bachelor of Business (International Business) and a Diploma of Financial Services, as well as over 12 months experience in the financial planning industry. Renee is about to commence her Advanced Diploma of Financial Planning, and she aspires to become an Authorised Representative of Count Financial Limited.
 
   
Maria Keszler
Maria is a welcomed addition to the accounting team at Hern Financial Services. With seven years experience in the accounting industry, she has a Degree in Accounting from the University of South Australia and is a member of the National Institute of Accountants. Maria is also experienced in MYOB and QuickBooks programs. Maria approaches her work with diligence and enthusiasm and looks forward to helping clients in their accounting and taxation matters.
 
   
Stacey Nottle-Justice
We welcome Stacey to Hern Financial Service with nearly three years experience in the banking industry to join the Financial Planning Administration team. Stacey handles client queries and financial planning administration with a friendly and efficient manner. She is currently studying her Diploma in Financial Services with Kaplan.
 
   
Part Time Staff
Bronwyn Hern
Since 1994, Bronwyn has been the Practice Administrator for Hern Financial Services and supported Brian as a dedicated worker. Handling the financial matters of both the firm itself and the client base supported by it, Bronwyn pursues her work with focus and precision, ensuring the highest standards possible are achieved by all.
 
   
Adrienne Gill
As Matthew’s Financial Planning Assistant and Administrative Support, Adrienne has worked to accelerate and improve the financial planning services offered by Hern Financial Services. With over three years experience in the finance industry, Adrienne handles client queries and financial planning administration in addition to liaising with Centrelink and the Leasing business at Hern Financial Services. She is currently studying her Diploma in Financial Services with Kaplan.
 
   

We offer a FREE Initial, No
Obligation Consultation!

Contact us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but it will help you decide whether the services we offer are right for your needs.*  Find out how our services can help you.

*This free consultation does not include tax and accounting services.


 
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