Area of Expertise: As Managing Director, Jodie ploughs her wealth of business experience into helping her clients achieve their goals, and helping our team achieve theirs. Jodie is an excellent mentor to staff and clients, her knowledge of business and accounting processes, solid grasp of technology and ability to solve issues makes her a great leader for our team and guiding light for our clients.
Qualifications: B Bus Commerce, Fellow of the Institute of Chartered Accountants
Career Overview: Jodie started her career on the Sunshine Coast before moving overseas to work with some of the leading firms of the world including Price Waterhouse Coopers in London, Citibank in their International Financial Services Department and Enterprise Energy Ireland. Jodie began working with Geitz & Associates in 2004 and became a partner in 2005. In 2009 Jodie won the Corporate Business Woman of the Year through Sunshine Coast Business Womens’s Network. In 2014 Jodie founded Evolve Online Bookkeeping to provide professional bookkeeping services to clients and businesses outside of PJT. The business has grown to employ 10 full time staff in 18 months.
Life outside PJT: Jodie enjoys spending time socialising with family and friends, sport, surfing, travelling and experiencing new cultures and tastes when in Australia and overseas. She also claims to have the coolest kids, her son, Caruso and daughter Havana.
Quote: The achievement of your goal is assured the moment you commit yourself to it.
WINNER - 2009 Corporate Business Woman of the Year
Area of Expertise: Wayne specialises in Business Advisory Services, Taxation Services, Audit Services, Business Evaluations and Due Diligence. Wayne has a two-decade long courtship with the hotels industry, having himself owned pubs, liquor stores and a motel. Wayne heads our Hotels Division, providing expertise he has garnered over years of developing his own and his clients businesses, which offers him enviable experience and knowledge which he happily shares with his clients to grow their businesses.
Qualifications: B Bus Commerce, Fellow of Institute of Chartered Accountants PS146, Accredited Family Business Advisor, RMLV and RSA
Membership/ Affiliations: QRDA, TASSCO
Career Overview: Wayne holds several positions on Company Boards, and is a sought after International Speaker. Wayne has had experience in Public Practice since 1996, and experience as a Partner/Director since 2002. Beginning his career in Auditing, Wayne honed his skills with business advisory services to help assist clients in their business. A manager of a large accounting firm, Wayne moved to PJT Accountants and Business Advisors to ultimately take on a partnership role. Wayne is a people person and prefers being at the clients premises rather than sitting in an office.
Life outside PJT: Wayne is known for his lead foot which he tries to keep to the race track, owning his own racing team participating in the Saloon Car series. Wayne also enjoys socialising with friends, fishing in his new runabout when he’s on the Coast, and working on his love/hate relationship with golf.
Quote: Live every day as if it is your last.
Area of Expertise: Taxation and Business advice, Specialist Hotels Advisor
Qualifications: Bachelor of Commerce, Chartered Accountant.
Career Overview: Ravi commenced working as a Public Accountant in July 2000. He has worked for PJT since 2003, with the exception of an 18 month working holiday in 2007 based in Wales (UK) where he performed a Commercial Accounting role with Lloyds TSB Insurance. Ravi returned to PJT in 2008 and works closely with Wayne Patten and various hotel clients honing his skills for the pub, liquor store, club and motel clients he serves.
Life Outside PJT: Ravi enjoys travelling and sports, mainly cricket, soccer, golf and fishing, and is very family focussed on his lovely wife Sarah, and three children Sophie, Matilda, and Danny.
Quote: Those people who think they know everything are a great annoyance to those of us who do.
Area of Expertise: Family Business, Women in Business
Qualifications: Bachelor of Commerce majoring in Accounting, CPA
Career Overview: Kim has an accounting background in Local and State Government, and running her own accounting business. Before joining PJT, Kim worked for Accounting & Business Advisory Firm at Airlie Beach, doing compliance and Business Improvement, working with clients to help them be empowered in their business. At PJT, Kim specialises in hotel and motel industry accounting, as well as SME advice and compliance.
Life Outside PJT: Kim spends time running around after husband & 2 children Jackson and Lily. Kim is a netball tragic & all things netball, with both playing and coaching netball in the local area. She also keeps fit with Oztag and has taken on a passion for trekking the many mountains around the Sunshine Coast area following her Great Wall of China trek. In her down time she likes to lose herself reading a good novel. Kim enjoys the company of family and friends over a nice Sauvignon Blanc. Kim is a champion of causes, and raises funds for Breast Cancer Research.
Quote: Dream, believe, achieve
Area of Expertise: Small Business advisory. Industry specialisations include Primary Production and retail.
Qualifications: Bachelor of Business, CPA, CTA
Career Overview: Growing up on a cattle property near Theodore, Naomi has primary production in her genes. From boarding school in Rockhampton, she soon moved back to the outback spending time as a Jillaroo, before heading to University to study. After graduation she cut her accounting teeth in the central mining town of Biloela before moving to Toowoomba where she spent time performing a client accounting role in the trucking industry, and a combined 10 years working in two accounting firms, working her way from intermediate accountant to team manager and business advisor. Naomi has worked with clients from a variety of industries including primary production, mining services, retail, medical, construction and property development and small business.
Life Outside PJT: Naomi enjoys travelling overseas and has been known to assist clients with planning what places to see whilst they are away. Naomi spends much of her spare time volunteering in community organisations, is a keen photographer, and looking forward to a better work-life balance on the Coast.
Quote: It isn’t what we say or think that defines us, but what we do (Jane Austin).
Area of Expertise: Michelle specialises in SME & taxation compliance work, GST & BAS services, QBCC Compliance, Trust Account Auditing and Self Managed Superannuation Funds, and is our resident Xero Hero
Qualifications: Bachelor of Business (Accounting), Commissioner of Declarations
Career Overview: Michelle began in public practice accounting in 2006 starting at a small suburban firm in Brisbane’s northern suburbs and then moving to a mid-tier firm in the heart of Brisbane, however after 7 years a sea change was calling and she joined PJT in 2013. At PJT, Michelle specialises in SME advice and compliance and takes a hands on role in training and mentoring the team.
Life Outside PJT: Michelle enjoys spending quality time with her partner Adam and catching up with family and friends. She also enjoys camping, boating, travelling and playing with her two spoilt dogs.
Quote: You have to learn the rules of the game. And then you have to play better than anyone else – Albert Einstein
Area of Expertise: SMSF, SME and taxation compliance work
Qualifications: Bachelor of Business (Professional Accounting), Chartered Accountant
Career Overview: Kylie started work as a graduate accountant for a small firm in Brisbane's CBD. After 9 years of working for that one firm, Kylie and her husband decided they wanted a sea change. After moving to the Sunshine Coast, Kylie joined another Sunshine Coast firm before moving to PJT in 2014. Kylie’s indepth knowledge of Super make her a great resource for the PJT team and clients alike.
Life Outside PJT: Kylie and her husband are new parents to Hannah, and also have a 4 year old black Labrador, Zeus. There's nothing Kylie loves more than to get away for the weekend camping and exploring the outdoors with her little family, BBQ's with extended family and friends, and spending LOTS of time at the beach.
Quote: Be yourself, everybody else is taken
Area of Expertise: Self-managed superannuation funds
Qualifications: Bachelor of Commerce
Career Overview: Before joining PJT, Katrina worked for 3 years on the Sunshine Coast, specialising in small business entities and self-managed superannuation funds. Katrina is currently studying the Chartered Accountants Program to gain her CA qualification.
Life Outside PJT: Katrina loves to keep active, she currently plays touch football twice a week. You’ll find Katrina on most weekends relaxing by the beach, camping or hanging out with friends and family.
Quote: “You don’t make it to the top of the mountain by falling there.”
Area of Expertise: SME & family business, Taxation Compliance work, GST & BAS Services.
Qualifications: Bachelor of Business Majoring in Accounting with a Minor in Marketing.
Career Overview: Lauren began her career in Western NSW in 2008 as a trainee accountant before moving to Albury/Wodonga to complete University and work in a national accounting firm performing tax compliance, advisory work and building valued relationships with clients. Lauren joined PJT in 2017 to grow her expertise working with SME and family business clients.
Life outside PJT: Lauren enjoys all things water, water skiing, swimming laps at the pool, spending time at the beach and snowboarding (frozen water). Lauren has been enjoying the Sunshine Coast lifestyle and its abundant walking and bike tracks and enjoying a healthy work-life balance.
Quote: Find Beauty in Simplicity
Area of Expertise: Business Administration / Management
Qualifications: Bachelor of Business Commerce / Master of Business Administration
Life outside PJT: An active explorer by four wheel drive Stacey and her husband love spending time traveling with their primary age children; camping, fishing and surfing. Stacey also enjoys a long time love of gardening as well as craft and photography. She shares a love of reading and instrumental music with her children and appreciating with her husband the culinary delights the Sunshine Coast and Hinterland offer.
Career Overview: For the first 10 years of her career, Stacey assisted closely in the running of a successful nursery, landscape and restaurant business with her father. Following this Stacey worked in health practice management for several years before deciding in May to relocate with her family to the Sunshine Coast for the climate and beach lifestyle. For the last several years whilst working in health management, Stacey completed her MBA and has sought to return to a commerce management role, and joined PJT to drive and support the Admin Team.
Quote: The real voyage of discovery consists not in seeking new lands but seeing with new eyes
Area of Expertise: Marketing, Systems and all things IT
Qualifications: Bachelor of Business (Mktg)
Life outside PJT: Tanya juggles work and family life with husband, teenage sons, dogs, and a parrot. They’re regulars at North Shore beach where the dogs can run free, and enjoy spending time in the garden re-vegetating their acreage property with bamboo and subtropical plants. Tanya is a passionate photographer and has a blog on clumping bamboo.
Career Overview: Tanya has many years professional experience in marketing and advertising, working in Brisbane and on the Coast in agencies as well as a variety of industries. Tanya specialises in IT Systems Development, Process Improvement, Digital Marketing, Web and Social Media, working internally on PJT systems and marketing, and assisting PJT clients.
Quote: The only thing you can control in life is your attitude.
Area of Expertise: Client Service, Accounts Administration, Event Co-ordination
Life outside PJT: Even though Tanya lives and works on the Sunshine Coast there is still a ‘holiday’ atmosphere to life and she really enjoys it when family and friends come to stay! She is also taking advantage of the many bikeways around the Coast and riding to work at least three times a week.
Career Overview: Tanya has had 30 years previous administration experience in a wide variety of roles in New Zealand, UK and Australia. Tanya comes with a welcoming personality and a great sense of humour and enjoys serving the clients of PJT.
Quote: "If we were all the same the world would be a boring place!"
Area of Expertise: Client Relations and Accounting Administration Support
Qualifications: Diploma’s in Business, Management & Human Resources
Life outside PJT: Vicky loves everything ‘Sunshine Coast’ and sharing this wonderful lifestyle with her husband Richard, and their Bichon Frise "Izzie". Vicky’s creative outlet is regular card making and scrapbooking workshops. She is a devoted Aunt to her lovely nieces and regularly travels back to NZ to visit family.
Career Overview: Vicky has spent all of her working life in administration, progressing to Assistant Accountant 8 years ago. She has worked in a variety of industries and hopes to complete her accounting degree to grow and develop in her role with PJT. Vicky has been learning SMSF Auditing procedures to complement her formal training.
Quote: “Happiness generates happiness”
Area of Expertise: Client relations, Bookkeeping and manager administration
Qualifications: Completed Cert III in Business Administration
Life outside PJT: Sally mostly enjoys spending quality time with her husband Josh and two young children Tayha and Nixon. She enjoys the casual feel of the Sunshine Coast, catching up with close family and friends. She loves weekends away and looks forward to holidays. Sally also spends time in Townsville with her sister, brother-in-law, niece and nephews.
Career Overview: Sally has worked in the Finance and Accounting industry in Perth and the Sunshine Coast for 4.5 years before joining PJT in 2012.
Quote: Life won’t sparkle unless you do.
Area of Expertise: Business Administration Management
Qualifications: Currently studying Advanced Diploma in Accounting, Certificate III in Business, Certificate IV in Training and Assessment, Diploma in Management
Life outside PJT: Leah enjoys spending time with her husband Brendan and young children Brodie and Maddisyn and catching up with family and friends. Regular health activities and attending sporting events are also keen interests of Leahs.
Career Overview: Leah commenced working as an office administrator in the accounting industry in June 2008, since this time she has acquired valuable knowledge and skills through both tertiary education and employment to develop her career in business. Leah has been with PJT since 2012 and has been invaluable in establishing better systems and processes for our admin team.
Quote: Ability is what you are capable of doing, Motivation determines what you do, Attitude determines how well you do it.
Area of Expertise: Reception and Administration
Qualifications: Cert II in Business Administration
Life outside PJT: Kellee moved to the Sunshine Coast from Mackay in 2016, and is loving the coastal lifestyle. She enjoys going to the beach and spending her time outside in the sun. Kellee loves hanging out with her friends on the weekend and visiting her sister and nieces in Brisbane.
Career Overview: Kellee has worked in a range of industries in admin and reception roles including accounting, medical and IT.
Quote: Keep your eyes on the stars, and your feet on the ground.