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 and Matthew became Authorised Representatives of Count Wealth Accountants.

Partners

Brian Hern FIPA, FNTAA, JP
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 Institute of Public 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 FIPA
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 Fellow of the Institute of Public Accountants, Registered Tax Agent and an Authorised Representative of Count Financial Limited.

Full Time Staff

Kelli Willmer
With over 10 years in the finance industry, Kelli has extensive experience and training in managing large teams, assisting Senior Management and improving business management solutions. Kelli brings a fresh approach to the firm as Business Manager and leads the highly qualified and experience team at Hern Financial Services. Committed to building a strong team and creating a culture that ensures clients receive the highest level of service, Kelli is excited to be involved in the future growth of Hern Financial Services.

Email: kelli@hern.com.au

Maria Keszler MIPA
Maria joined Hern Financial Services in 2009 and a welcomed addition to the team. 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 Institute of Public 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. Maria is currently on maternity leave and is enjoying being Mum to her new daughter.

Marc Taylor

Marc is a fellow with the Institute of Public Accountants and joins Hern Financial Services as a Senior Accountant specialising in tax and compliance services. Marc comes to us with an extensive taxation background having spent the last 4 years in Management and Finance Accounting roles in a variety of commercial businesses. He has a Bachelor of Commerce Degree from Adelaide University.

Email: marc@hern.com.au

SureshRajani MIPA

Suresh joined the Hern Financial Services team in 2011. Suresh comes to us with six years experience in the accounting industry. He has a Master of Commerce (Accounting) from the University of Adelaide, a member of the Institute of Public Accountants and a registered Tax Agent. Suresh approaches his work with enthusiasm and attention to detail. He looks forward to meeting our clients and helping them with their accounting and taxation needs.

Email: suresh@hern.com.au

Chelsea Song

Chelsea has a Bachelor of Commerce (Accounting) with Honours from the University of Adelaide, as well as almost one years experience in the accounting industry.  Chelsea is also studying in the Certified Public Accountant program and looks forward to becoming a professional member of the CPA. Chelsea is working enthusiastically and proactively with the senior accountants to help clients with their accounting and taxation issues.

Email: chelsea@hern.com.au

Renee Bilske

As our Paraplanner, Renee works enthusiastically with Matthew to prepare all of your financial plans and provide additional client support. She has a Bachelor od Business (International Business) and an Advanced Diploma of Financial Services, as well as 4 year experience in the financial planning industry. She aspires to become an Authorised Representative of Count Financial Limited.

Email: renee@hern.com.au

Adam Drinkwater
Hern Financial Services welcomes Adam to the Financial Planning team. Adam joins us as the new Client Services Officer and will be helping clients with Financial Planning review appointments, queries and administration. He has a BA (Hons) Degree in Business from John Moores University, Liverpool UK and is currently studying his Diploma of Financial Planning. He looks forward to meeting or talking to our clients soon.

Email: adam@hern.com.au

Jade Annear
Jade is Hern Financial Services' "Director of First Impressions".  Jade will be your first point of contact on the phone, via email or in person. Jade comes to us with 2 years experience in administration and 2 years experience in the accounting industry. Her friendly and professional approach to all aspects of her work assists the team in working to the best of their ability, making Jade an effective support to clients and staff alike.

Email: jade@hern.com.au

Elena Rebuli
Elena has just recently joined the Hern Financial Services team in a Marketing and Communications role. She has qualifications in Visual Communications, Public Relations and Marketing with extensive experience in the retail, IT, beauty and manufacturing industries as well as local government and is looking forward to this new phase with Hern Financial Services and playing an integral role in exciting initiatives.

Email: elena@hern.com.au

Part Time Staff

Bronwyn Hern
Since 1994, Bron became Practice Administrator, to support Brian in his new venture and has enjoyed that role ever since. Watching the Practice grow and interacting with clients, many of whom have had a very long association with the firm, handling the day-to-day administration for the business, plus the client base supported by it, has been very satisfying.

Adrienne Gill
Adrienne has recently taken temporary leave from her role as Marketing Coordinator as she prepares for the birth of her second baby. She will return from maternity leave in late 2012.  We wish her the very best and look forward to hearing more on the exciting news when the happy day arrives!


Kristy Willmott
Kristy has returned to Hern Financial Services as a Client Services Assistant, after being on Maternity leave. Kristy is working part time and will be helping clients with ATO and ASIC queries. She will also be a personal assistant to Brian. Kristy is excited to be back in office and looking forward to seeing our clients again.
Email: kristy@hern.com.au