People

Ashleigh is Chief Executive Officer of Countplus mbt and is responsible for business operations and the strategic direction of the group.

Having joined Countplus mbt in 1998 as a financial adviser, Ashleigh retains a diverse client base. His clients include  high net wealth individuals (top 100 BRW Rich 200 and investment base over $400,000,000), small businesses as well as entrepreneurs. 

Ian is a director of Countplus mbt and has more than 20 years experience in assisting clients with their business affairs and taxation obligations.

Working closely with business owners Ian provides expertise in tax planning, salary packaging, GST, strategic and succession planning, self managed superannuation funds, asset protection, research and development tax concessions, business valuations, cash flow planning, auditing and corporate governance.

With over 16 years experience in the Banking & Finance Industry, Nicky heads up our Finance Solutions Division.

Using his strong relationships with a number of Financial Institutions, he is well placed to deliver innovative and competitive funding solutions and find the right loan or finance option for you.

Paul is a Team Leader of one of the Accounting teams.  Paul has over of 20 years experience in the taxation and accounting disciplines and has been with Countplus mbt for more than 8 years.

His experience ranges over a number of areas including taxation, accounting, budgeting and reporting. Paul has presented several seminars covering a variety of topics. Recently he spoke at a Mortgage Choice seminar on taxation issues relevant to rental properties.

Phil Grantham is a Chartered Accountant with over eight years experience specialising in personal and business taxation. 

Phil helps Countplus mbt's clients - individuals, small business owners and retirees - organise and meet their tax obligations in a tax effective manner.

Richard is an Authorised Representative of Count Financial Limited and has been providing financial advice to the clients of Countplus mbt for over 4 years. Richard joined Countplus mbt after working at Count Financial where he assisted advisers and their clients.

Richard is currently completing his advanced CFP qualification which recognises the highest level of ethical standards in financial planning. Richard was awarded Countplus mbt's employee of the year in 2009. Richard's knowledge extends from personal investment and superannuation advice to insurance and estate planning.

Richard is a member of the Institute of Chartered Accountants in Australia. Richard has in excess of 20 years experience in advising personal and small to medium sized business clients on a variety of direct and indirect taxation issues, and attending to clients’ general accounting requirements.

Roy is an Authorised Representative of Count Financial Limited and provides personal financial planning advice to the clients of Countplus mbt. 

Roy joined Countplus mbt in May 2005 after gaining 6 years industry experience with Citigroup Wholesale Stockbroking and Macquarie Bank. Roy's experience ranges over a number of areas including superannuation & retirement planning, investments and personal insurance.

Shane Krautz is a Chartered Accountant with over ten years experience specialising in personal and business taxation.

Now based in Parramatta, Shane is Practice Manager of Loughhead Roberts and also helps Countplus mbt's clients with advice and help specifically in the area of starting a business.

Sid is a principal of Countplus mbt and has been with the firm since 2005. Working with a diverse base of clients ranging from small family businesses to listed entities, Sid is a quality business professional with academic training and real-world experience.

His client base includes high net wealth individuals (top 100 BRW Rich 200 and investment base over $75,000,000), businesses with turnovers up to $25,000,000 for audit and compliance work, as well as sole traders, partnerships, trusts, small companies, clubs, associations, schools, not-for-profits, and companies limited by guarantee.

Marieka is an Authorised Representative of Count Financial Limited and provides personal financial planning advice to the clients of Countplus mbt. 

Marieka joined Countplus mbt in August 2010 with 3 years of industry experience with another Count member firm in Perth.  She is currently completing her Postgraduate Diploma in Financial Planning. Marieka's experience ranges over a number of areas including superannuation & retirement planning, investments, personal insurance and estate planning.

Beau recently joined the Countplus mbt team in 2011 and has been working closely with Ian George providing an extensive array of advisory services to a broad range of business clients. This includes working with clients listed on the "BRW Young Rich" list, several national corporations including private and publicly listed entities and a broad spectrum of family groups.