Gerard Wilkes
Partner

Gerard Wilkes

Gerard has been a Chartered Accountant since 1972 and was admitted by the Institute of Chartered Accountants as a Fellow in 1981. Gerard entered the accounting profession in 1967, commenced private practice in 1977 and has operated a successful family owned business since that time.  Not only does Gerard have extensive business, investment, superannuation and taxation knowledge he also has a down to earth practical approach to these specialities.

Gerard has a particular interest in wealth creation for our clients using superannuation and direct share investments and has been very successful in realising these aims. Gerard has undertaken extensive study over his lifetime and has a Graduate Diploma in Applied Finance and Investment, CA Financial Planning Specialist, is a Registered Tax Agent and a Commissioner for Declarations (C Dec). He is also a member of the National Tax Agents and Accountants Association (NTAA) and Self Managed Superannuation Professionals of Australia (SPAA).

 

Shannon Wilkes
Partner

Shannon Wilkes

Shannon has been a member of our team since 1997. Next to Gerard, Shannon is the longest serving employee of the firm and is also a partner in the practice.

During this time she has obtained extensive experience and gained a significant amount of knowledge. Shannon has completed various bookkeeping and business courses and is a financial planner specialising in personal risk insurance and estate planning.

Shannon is an Affiliate Member of the Institute of Chartered Accountants, the Financial Planning Association of Australia and is a Commissioner for Declarations (C Dec). Shannon is extremely professional and ethical in her approach and her attention to detail is second to none.

 

 

Blair Wilkes
Partner

Blair Wilkes

 

Blair entered the accounting profession in 1999 and is a member of the Institute of Chartered Accountants having been admitted in 2005.

Blair has extensive experience in both corporate accounting and private practice. He is a registered tax agent and a Commissioner for Declarations (C Dec), has a Bachelor Degree majoring in Accounting and he is also a partner in the business.

Blair has high level of skill, comprehensive experience and knowledge and provides exceptional service to our clients. He operates in a most efficient and effective manner and has a particular interest in small to medium business, self-managed super funds and retirement strategies.

 

 

Jenny Cockerill
Office Administrator

Jenny Cockerill

 

Jenny has been the voice and face of our firm since 2008. Her pleasant phone manner and winning smile make her an important part of our team.

 

Jenny works tirelessly to complete her administration duties and will exceed all expectations to achieve the desired outcome.

 

 

 

 

 

 

Rod Sousa
Accountant
Rodriguez Sousa

Rod has 7 years experience as a Corporate Accountant and joined our team in 2016 after working with Mantra Hotels.

Rod completed his Bachelor of Business in Brazil prior to migrating to Australia where he attained his Masters in Professional Accounting.

Rod is a welcomed addition to the GW&a family.

Aside from spending time with his young family, outside the workplace Rod has a keen interest in personal fitness, playing soccer, cycling and CrossFit.

 

 

 

 

 

John Rose
Financial Planner
John Rose

John is a financial planner who is dedicated and passionate about financial services.

John has been in the industry since 2007 and is an accomplished planner who is accredited to provide advice in many areas, including direct shares, superannuation (including SMSF), business and personal insurance, retirement planning and managed funds.

 

When John is not watching the share market and providing advice, he spends time with his wife, Natalie and young daughter, Claudia. John is an avid sports fan and passionately follows his beloved teams.

 

 

 

Leigh Wilkes
Mortgage Broker
Leigh Wilkes

 

With over 20 years’ experience, LDW Finance Group specialises in home and investment loans, equity release, equipment and car loans for business and personal use.

With a wide access to different lenders, LDW Finance Group prides itself on doing all the leg work for their clients and is dedicated to getting the right loan for you.