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.
Anne Marie O'Callaghan
Area of Expertise: Anne Marie specialises in Business Advisory Services including structuring, business valuations and taxation. She has extensive experience in the SME and agribusiness sector providing expert advice and guidance on business development and planning.
Qualifications: Bachelor of Commerce (Hons), CPA, CTA, Postgrad Dip Financial Planning
Career Overview: Anne Marie is a professional public practice accountant and chartered tax advisor with over 25 years’ experience gained through national and international exposure. With extensive experience in providing high quality service and advice to clients, Anne Marie couples this with exceptional technical skills in the area of taxation, business advisory, financial reporting and management. Anne Marie has run her own successful advisory business, a multi-office accounting practice throughout regional Queensland, and held roles with PriceWaterhouseCoopers in Brisbane and Dublin. She is a director on the board of Suncare Community Services Limited and is Chair of Fairbairn Irrigation Network Limited.
Life Outside PJT: With a large family spread around the world, Anne Marie enjoys travelling to family gatherings and events in far flung places. Her extensive garden keeps her busy, along with two children, and spending time enjoying the fantastic Sunshine Coast weather, beach lifestyle, people and places.
Quote: Work hard, be kind and amazing things will happen.
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: Business Administration / Management
Qualifications: Bachelor of Business Commerce / Master of Business Administration
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.
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.
Quote: The real voyage of discovery consists not in seeking new lands but seeing with new eyes
Area of Expertise: Personal Assistant, Client Service and Administration Support
Qualifications: Cert IV Business Administration, Qualified JP
Career Overview: Tania has over 20 years practical experience in administrative and office management roles predominantly in the accounting industry but has recently worked as an Executive Assistant with an insurance broker in Sydney. Tania enjoys helping people and is happy to assist wherever possible to make others’ lives easier.
Life outside PJT: After spending 5 years on an adventure in Sydney, Tania is enjoying the peacefulness of life back on the Sunshine Coast with her husband and 2 grown children, and a host of animals.
Quote: “Live every minute, laugh every day, and love beyond words.”
Area of Expertise: Client Service, Accounts Administration, Event Co-ordination
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.
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 when she can.
Quote: "If we were all the same the world would be a boring place!"
Area of Expertise: Business Administration Management
Qualifications: Bachelor of Business Administration, majoring in Financial Management
Career Overview: Wilma has worked in administration for over 4 years in the Automotive and Finance industries. Wilma's eye for detail, and happy disposition are assets to her clients and colleagues at PJT.
Life outside PJT: Wilma loves to spend time with loved ones and pets. She loves music and anything sweet!
Quote: My blood type is be positive!
Area of Expertise: Client relations, Bookkeeping and manager administration
Qualifications: Completed Cert III in Business Administration
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.
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.
Quote: Life won’t sparkle unless you do.