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Choosing a firm to trust with your accounting, financial and business needs is a big decision. That’s where we step in. With us, your best interests come first, always.
Our clients are at the heart of everything we do and our people are our most important asset. We employ the brightest and best individuals who believe in our values of integrity, dedication and innovation.
Since 1953, we’ve been the firm that’s helped clients build and preserve their personal and business wealth. With our innovative thinking and traditional values, we’ve helped many individuals and businesses reach their full potential and achieve their goals.
We would value the opportunity to do the same for you.
Be honest.
Do it right.
Act in our client's best interest.
Embrace change.
Be proactive.
Challenge what we do.
Build the relationship.
Deliver on promises.
Go above and beyond.
Balance work and life.
Connect as humans.
Show appreciation.
Create positive impacts.
Invest in relationships.
Serve the community.
Be honest.
Do it right.
Act in our client's best interest.
Embrace change.
Be proactive.
Challenge what we do.
Build the relationship.
Deliver on promises.
Go above and beyond.
Balance work and life.
Connect as humans.
Show appreciation.
Create positive impacts.
Invest in relationships.
Serve the community.
We provide comfort and clarity in our clients' financial future.
Cutcher & Neale is an award-winning firm at the forefront of the industry, having been named:
Our Firm's sixteen Partners are Mark O'Connor, Jarrod Bramble, Shane Morgan, Jace Pedonese, Nick Nancarrow, Stuart Chan, Amber Ling, Wade Johnson, Sav Angi, Nicole Brown, Sam Arnott, Michael Graham, Dean Menzies, Megan Goodwin, Cameron Nix, and Jodie Walshe.
Each specialises in a specific area of our service delivery including Taxation, Superannuation, Audit, Investment and Financial Advice, Clubs and Hospitality Services, Medical Accounting and Business Advice. All have a high level of expertise and a wealth of experience.
Partner
RCA. CA. BCom
Specialising in the not-for-profit, health services and registered charity sector, Mark leads many of the firms’ audit engagements and assists clients to improve corporate governance, financial reporting, analysis of service delivery costs and linking operational and financial performance measures.
Mark is also a Director of Mercy Services Limited, a ministry of the Sisters of Mercy Australia and PNG, a registered charity and provider of aged care, disability support, community transport and mental health services. Mark's appointment to this Board provides a valuable insight into operational risks and regulatory reforms faced by community organisations.
He is a registered company auditor and has extensive experience in financial reporting, external audit, internal control audits, funding acquittals, IT audit and forensic accounting and is responsible for maintaining our audit strategy, compliance, audit templates and quality control systems.
Mark also presents seminars on topics including financial reporting, regulatory reforms within the NFP sector and risk management.
Contact Mark
e. mark.oconnor@cutcher.com.au
p. 1800 988 522
Managing Partner
BCom, FCA, CTA, Dip FS(FP), SSA™
Jarrod has a passion for fostering partnerships with clients, and takes the time to understand his client’s motivations and goals in order to provide them with tailored advice to help them build and protect their wealth.
Jarrod strives to stay at the forefront of accounting practice through championing innovation, and this dedication saw him awarded Innovative Partner of the Year in the 2019 Xero Awards.
He also developed the ‘At Risk, At Wealth’ concept which offers clients tailored and highly effective wealth creation and preservation strategies. His passion for helping clients to improve their performance through sound financial management led to the development of WealthStart and Australian Medical Benchmarks, which are all aimed to assist medical professionals and practices reach their financial, business and investment goals sooner.
With a niche focus of working with medical practitioners, Jarrod’s expertise has enabled him to guide many of his clients from the initial stages of wealth creation as doctors in training, right through to wealth protection, planning and retirement strategies.
Jarrod is an inspiring presenter, regularly speaking at events for a range of organisations including the Australian Medical Association (NSW), Australian Society of Ophthalmologists and the Australian Association of Practice Management, he is also a regular contributor to a leading medical industry magazine, NSW Doctor.
Contact Jarrod
e. jarrod.bramble@cutcher.com.au
p. 1800 988 522
Partner
BCom, CA, F.Fin, CTA, SSA™, SSAud®
Shane joined Cutcher & Neale in January 2005 and became a Partner in July 2012. He works within our medical and dental divisions and has a particular interest in self managed superannuation for our medical and dental client base.
Shane is a noted presenter and commentator, regularly speaking at events for a range of industry organisations including the Australian Dental Association (ADA), Australian Medical Association (AMA (NSW), the Australian Association of Practice Management (AAPM), and the SMSF Association.
He has extensive experience with medical and dental professionals and has assisted many practitioners in planning and structuring their businesses, improving their financial performance and structuring for business succession.
Contact Shane
e. shane.morgan@cutcher.com.au
p. 1800 988 522
Partner
BCom, CA, RCA
Forming a collaborative working relationship with clients is a component of the audit process that Nick sees as being essential for understanding his client’s goals, effectively improving their overall business structure and in turn, their bottom line. Ensuring that the board and management are working towards strategic goals and the business is moving forward.
Nick is a registered company auditor and strongly believes in the value of the audit function for clients and is strongly committed, both personally and with his audit team, in providing extensive feedback and advice in respect to key systems and controls. Strong controls improves governance and financial reporting throughout the organisation.
His broad experience in the club and hospitality industry and also not for profits, mining and manufacturing, coupled with his strong analytical skills have been invaluable when working with Boards and Management to implement risk management and business improvement strategies.
Nick’s experienced and technology focused team can also provide your organisation with a wide range of solutions.
Contact Nick
e. nick.nancarrow@cutcher.com.au
p. 1800 988 522
Partner
BCom, CA, CTA, Cert.IV FMB, Dip FP, SSAud®
Jace has always been driven to provide tailored and insightful advice to his clients, seeing him become an integral party in achieving their personal and business goals.
Jace joined the firm in 2005 and has over 20 years' experience in the taxation and business services field. By immersing himself within the industry, he has developed a deep understanding of the financial and operational issues that face businesses and, as a result, provides tailored solutions to bring the best possible outcome to his clients.
Jace takes a holistic approach, allowing him to plan for all aspects of his clients personal finances including their practice / business, investments and superannuation.
Contact Jace
e. jace.pedonese@cutcher.com.au
p. 1800 988 522
Partner
BCom, CA, G Dip FP, Dip FMB Management, MFAA Accredited Member
Working closely with his clients to better understand their personal and financial circumstances, Stuart's aim is to help clients achieve their goals. Drawing on years of experience, Stuart enjoys explaining and implementing wealth creation strategies such as effective tax structuring and debt reduction whilst not losing sight of the important objective of protecting those hard earned assets.
Stuart takes a holistic approach with his clients, allowing him to consider many aspects of clients' finances including their practice/business arrangements, investment strategies and retirement planning (including superannuation) and family considerations.
Stuart has been with Cutcher & Neale since 2009 and is a Partner of our Specialist Medical Services division, providing specialised accounting and financial services to both medical and dental professionals, in addition to providing specialist advisory services to private clients and businesses.
He is a regular presenter of training programs for professional organisations including the AMA (NSW), the AAPM and many other associations and medical colleges.
Contact Stuart
e. stuart.chan@cutcher.com.au
p. 1800 988 522
Partner
BCom, CA, Cert.IV FMB, Dip. FP
Amber prides herself on taking the time to understand the individual needs and objectives of each and all of her clients, and believes in building long-term client partnerships. She takes a personalised approach in helping her clients grow their businesses and reach their financial goals.
Amber joined Cutcher & Neale in 2003, and has over 20 years’ experience in accounting and financial services. This experience has allowed her to gain a deep understanding of all matters relating to tax, superannuation and finance, which enables her to be a trusted financial confidante for her clients.
Contact Amber
e. amber.ling@cutcher.com.au
p. 1800 988 522
Partner
BCom, DipFS(FP), ADA1
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Wade joined the Cutcher & Neale Investment Services division in 2014 and was appointed an Associate of the firm in May 2018, and then Partner in 2020. Wade is a Commerce graduate from the University of Newcastle, holds a Diploma of Financial Services (Financial Planning) and is an Accredited Derivatives Advisor. Wade has over 10 years' experience working in financial services, across a range of accounting and investment advisory roles. Wade believes investment portfolios should be built on transparency and flexibility, with a focus on direct exposure to both Australian and Global investment markets. |
Contact Wade
e. wade.johnson@cutcher.com.au
p. 1800 988 522
Partner
Working closely with his clients to get insight into their unique personal and financial circumstances, Sav's ultimate aim is to help his clients reach their goals. Sav enjoys working in partnership with clients to explain and implement wealth creation strategies such as effective tax structuring and debt reduction, whilst not losing sight of the important objective of asset protection.
Drawing on over 30 years of experience, Sav takes a holistic approach with his clients, allowing him to consider many aspects of clients' finances including their family, practice/business arrangements, investment strategies and retirement planning (including superannuation).
This experience has allowed him to gain a deep understanding of all matters relating to tax, superannuation and finance, which enables him to be a trusted financial adviser for his clients.
Contact Sav
e. sav.angi@cutcher.com.au
p. 1800 988 522
Partner
BCom, CA, Dip FP, Cert IV- Finance and Mortgage Broking
Nicole is passionate about working with clients to assist in wealth creation and wealth accumulation strategies. Nicole takes the time to understand their goals and motivations to provide them with tailored advice. Working closely with clients to better understand their needs, she draws on years of experience to help clients achieve their goals.
Nicole joined the firm in 2004 and is a Partner of our firm. Nicole advises both Small to Medium Enterprises as well as specialising in advice for Medical Professionals.
Nicole focuses on a holistic approach, which allows her to manage compliance needs for clients as well as personal risk, wealth management, superannuation and finance needs.
Contact Nicole
e. nicole.brown@cutcher.com.au
p. 1800 988 522
Partner
BCom, CA, SSA™ CTA
Sam joined Cutcher & Neale in 2008 and became a Partner of our Superannuation Division in July 2021.
Sam believes that with continual changes to Superannuation, it is essential to stay ahead and develop tactical strategies for our clients to ensure their wealth is protected and secured.
With a wealth of knowledge and experience, Sam takes a hands-on, personal approach to ensure our clients have the very best plans in place from the very beginning.
Contact Sam
e. sam.arnott@cutcher.com.au
p. 1800 988 522
Partner
Associate Dip Business (Accounting)
Michael joined our firm in 1998. As head of our Business Software & System Solutions division he provides tailored technology solutions on a wide variety of operational, ERP and financial systems to small, medium and large enterprises. Michael has been responsible for the project management of numerous large operational software implementations in the Manufacturing, Jobbing, Services and Wholesale Distribution industry sectors.
As a recognised expert with a deep understanding of businesses financial systems, Michael's consulting skills have been employed to write detailed business system reports highlighting areas in which automation and efficiency can be gained, controls tightened, improve data capture & management and overall system consolidation. His insights have led to major cost savings and significant productivity improvements for numerous organisations.
Along with his software technical talents, Michael has strong accounting skills. These have been applied on behalf of clients to conduct detailed financial statement reviews in the absence of an internal accountant.
As a proficient data analysis, Michael is able to assess operational processes, integrate systems, combine data flows and provide tailored reporting solutions for key stakeholders.
Michael’s management skills have enabled him to build a team of experts around him capable of delivering virtual CEO/CFO capabilities, project management, system implementation, training and support, data analytics, custom reporting, scripting, integration, and programming services.
Contact Michael
e. michael.graham@cutcher.com.au
p. 1800 988 522
Partner
BBus, Dip FP, Cert IV Finance Broking, MFAA Full Member
Dean specialises in providing finance solutions for our clients, including home loans, investment loans, refinance, commercial loans and specialised lending for certain professions.
Dean’s background in financial services includes around twelve years in private banking in Sydney and Newcastle which involved managing the lending & wealth requirements of high net worth individuals & families.
Dean’s experience enables Cutcher & Neale Finance to establish an independent, dedicated and specialist approach to our clients ongoing finance requirements.
Contact Dean
e. dean.menzies@cutcher.com.au
p. 1800 988 522
Partner
BCom, Dip FP, Cert IV FMB, CA
Megan is a Partner in Cutcher & Neale’s Specialist Medical Service Division.
With over 20 years’ experience in the industry, she is well versed in all matters relating to tax, with extensive experience advising our Medical Professionals.
Megan thrives on fostering close partnerships with her clients, understanding their needs and providing tailored support.
Her dedication lies in ensuring her clients feel empowered and reassured as they navigate the complexities of their taxation and business matters.
Contact Megan
e. megan.goodwin@cutcher.com.au
p. 1800 988 522
Partner
B Com, CA, Dip FP, Cert IV FMB
Cameron joined Cutcher & Neale in 2012, after four years’ experience at another local Chartered Accounting firm.
Cameron is a Partner in our Specialist Medical division and has key expertise as a Medical Taxation and Practice advisor. Cameron is well versed in assisting clients through Budgeting, Wealth Creation, Business reporting and KPI development, Automation of Reporting and processes, Practice acquisition and growth strategies.
Cameron is passionate about ensuring his clients consider him a trusted advisor. He is also focused on automation and ensuring his clients use real time data to make informed decisions.
Contact Cameron
e. cameron.nix@cutcher.com.au
p. 1800 988 522
Partner
BCom Dip FP Cert IV FMB CA
Jodie is a Partner in our Specialist Medical Services Division. She is well experienced in all matters relating to tax with extensive experience advising our Medical Professionals.
With a wealth of knowledge and experience, Jodie enjoys building close relationships with her clients and feels a vested interest in helping to achieve their goals. Jodie is passionate about ensuring her clients feel supported and educated in all matters taxation and business.
Jodie’s key areas of expertise include:
Contact Jodie
e. jodie.walshe@cutcher.com.au
p. 1800 988 522
Each of our divisions are headed up by a senior member of the team who is responsible for the operational running of the business.
Working closely with the Partners and their teams, their key role is to maintain the high Cutcher & Neale standard of professionalism, technical excellence and client service.
Associate
BCom, CPA, CTA, Dip FP, Cert.IV FMB
Adam joined the firm in 2006. His expertise as a taxation and business adviser is highly regarded by clients and peers alike.
Adam has extensive experience in business and financial services. He is knowledgeable in all facets of business and taxation advisory and enjoys partnering with small to medium sized businesses to achieve their broader goals.
Adam's ability to interpret and apply complex tax legislation in a practical manner while taking into account the desired commercial outcomes is also valued by his clients.
Contact Adam
e. adam.littlewood@cutcher.com.au
p. 1800 988 522
Associate
BCom, CA, Dip FP
Belinda is an Associate in our Accounting and Taxation Services division and has over 20 years’ experience, the vast majority of which is in the taxation and business advisory field. Belinda has been exposed to a wide range of industries throughout her career, focusing her efforts with SMEs of all sizes.
Belinda particularly enjoys connecting with her clients to give strategic, future focused and real time support when needed, while simultaneously ensuring their compliance needs are satisfied.
Contact Belinda
e. belinda.finn@cutcher.com.au
p. 1800 988 522
Associate
CA, BCom, SSA™, Dip FP, Cert IV FMB
Catherine is a superannuation specialist, and joined the Cutcher & Neale team in 2012.
Catherine believes that developing relationships with clients and understanding their long term objectives is essential in providing them with tailored advice to assist them in achieving their goals.
With a wealth of knowledge and experience, Catherine takes a hands-on, personal approach to ensure our clients have the very best plans in place from the very beginning.
Contact Catherine
e. catherine.parker@cutcher.com.au
p. 1800 988 522
Associate
BCom Adv Dip FP JP
Craig joined Cutcher & Neale Investment Services in 2014.
He is a Commerce graduate from the University of Newcastle and also holds an Advanced Diploma of Financial Services (Financial Planning).
He has 14 years of experience working in the financial services industry, across a range of financial advisory roles.
Craig has specialist skills to assist clients in setting their investment strategies, building a plan to maximise and protect wealth and planning for retirement. He enjoys developing an ongoing relationship with his clients and assisting them to realise their lifestyle goals and objectives with a suitable investment approach.
Contact Craig
e. craig.semmler@cutcher.com.au
p. 1800 988 522
Associate
BCom, MBA, Cert IV FMB, Dip. FP
Juliane is an Associate in our Specialist Medical Services Division. She has over 20 years’ experience in the industry, she is well experienced in all matters relating to tax with extensive experience advising our Medical Professionals. With a wealth of knowledge and experience, Juliane enjoys building close relationships with her clients to ensure they consider her a trusted advisor.
Juliane is passionate about ensuring her clients feel supported and educated in all matters taxation and business. She is also focused on automation and ensuring her clients use real time data to make informed decisions.
Contact Juliane
e. juliane.walsh@cutcher.com.au
p. 1800 988 522
Associate
BCom, Dip FP, Cert IV FMB, CA
Matt is an Associate of our Accounting and Taxation Services division and has over 15 years’ experience in the taxation and business advisory field assisting clients across a wide range of industries.
Matt enjoys working closely with clients to help them achieve their personal and business goals. He believes in a holistic approach to advising clients, putting their goals front and centre and working together to achieve the best outcomes.
Contact Matt
e. matt.edmonds@cutcher.com.au
p. 1800 988 522
Associate
BCom, CPA
Natalie manages the provision of services to our NFP audit clients, researches industry changes, and ensures our approach is in line with best practice.
She manages the audit process with a high level of involvement in the planning and review stages.
Natalie has been providing audit and assurance services to our clients for more than 20 years. Natalie’s expertise in the NFP sector, specifically those that are health care, membership based and charitable in their operations will be invaluable to the audit of your organisation.
Contact Natalie
e. natalie.dobinson@cutcher.com.au
p. 1800 988 522
Associate
BCom, CA, CTA, Dip FP, Cert IV FMB
Nick brings a diverse set of skills to the specialist medical services team, combining his extensive taxation and financial reporting experience with his knowledge of the medical and dental accounting industries.
Nick started his career as a trainee with Cutcher & Neale in 2005. As a member of our Specialist Medical Services Division, Nick works closely with all of our Doctors in Training to deliver the WealthStart program. His experience in identifying key focus areas for our Doctors in Training is central in advising the best strategies as you launch into your financial journey.
Nick’s key areas of expertise include:
Director
BBus, CA
Nick joined Cutcher & Neale in 2006. He is committed to helping the legal profession make sense of the dollars in dispute resolution and is highly regarded by our clients.
Whilst he started his career at Deloitte as an auditor, since specialising in forensic accounting Nick has developed a reputation delivering independent opinions to complex issues in an easy to understand manner, whether that be in a written report or in the witness box. Highly regarded in his field, Nick has written technical papers and presented at numerous legal seminars and forums. In April 2013 Nick was appointed to the Administrative Appeals Tribunal as a part-time member with accounting experience.
Nick has a unique ability to identify the significant aspects of the matter in dispute and what is required to be able to form a concluded opinion on those issues. Sometimes that involves considering the issues in the context of the bigger picture and other times it means getting stuck into the detail to find the needle in the haystack that will support his opinion and assist with resolving the dispute.
Contact Nick
e. nick.gaudion@cutcher.com.au
p. 1800 988 522
BRISBANE
Suite 5, 36 Agnes Street,
Fortitude Valley, QLD, 4006
Australia
NEWCASTLE
Level 3, 130 Parry Street,
Newcastle West, NSW, 2302
Australia
SYDNEY
Suite 1102, Level 11, 20 Berry Street,
North Sydney, NSW, 2059
Australia
PHONE
1800 988 522
EMAIL
cnmail@cutcher.com.au
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