About Our Company
Gerard Wilkes & Associates is a dynamic chartered accounting and business advisory firm founded in 1977 in Queensland. We provide expert financial, tax and business advice to private clients and to a wide variety of businesses.
You will be impressed by our service and attention to detail and our high standards of professionalism. Our aim is to assist in every way we can to allow you to realise your full potential. Our professional staff includes highly educated and well-trained Chartered Accountants, business consultants, tax specialists, finance consultants and excellent support staff working together as part of our team.
Our staff undertakes ongoing professional development and training to ensure we are up to date and aware of the legislative changes and strategies.
Gerard Wilkes, Our Founder
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).
Our Team
Shannon has been a member of our team since 1997. Next to Gerard, Shannon is the longest serving member 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.
Shannon is an Affiliate Member of the Institute of Chartered Accountants 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 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.
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.
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 children.
Amanda is the voice and face of our firm her pleasant phone manner and winning smile make her an important part of our team. Her role in our organisation ensures we produce outcomes that exceed our clients expectations. Her ability to adapt to change and her desire to grow her knowledge have made her an asset to our company.
About Our Company
Gerard Wilkes & Associates is a dynamic chartered accounting and business advisory firm founded in 1977 in Queensland. We provide expert financial, tax and business advice to private clients and to a wide variety of businesses.
You will be impressed by our service and attention to detail and our high standards of professionalism. Our aim is to assist in every way we can to allow you to realise your full potential. Our professional staff includes highly educated and well-trained Chartered Accountants, business consultants, tax specialists, finance consultants and excellent support staff working together as part of our team.
Our staff undertakes ongoing professional development and training to ensure we are up to date and aware of the legislative changes and strategies.
Gerard Wilkes, Our Founder
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 specialties.
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).
Our Team
Shannon has been a member of our team since 1997. Next to Gerard, Shannon is the longest serving member 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.
Shannon is an Affiliate Member of the Institute of Chartered Accountants 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 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.
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.
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 children.
Amanda is the voice and face of our firm her pleasant phone manner and winning smile make her an important part of our team. Her role in our organisation ensures we produce outcomes that exceed our clients expectations. Her ability to adapt to change and her desire to grow her knowledge have made her an asset to our company.
