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About
Us
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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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| Partners |
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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.
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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.
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| Full Time Staff |
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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.
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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.
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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.
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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.
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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.
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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.
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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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