Meet The Team

Meet The Team

Michael Parker

Partner, Accountant, Financial Planner

Bachelor of Commerce (Deakin)
Certified Practicing Accountant
Registered Tax Agent
Authorised Representative of Edwards Marshall Advisory Pty Ltd
Diploma of Financial Planning
SMSF Specialist Advisor™
Associate Tax Institute of Australia


Michael, a partner at Mott Finnis & Co, joined the firm in 2005. Since then Michael has completed a Bachelor of Commerce and the CPA Program.


Michael provides services to clients’ in a broad range of industries including primary production, construction, transport, retail and hospitality. Michael maintains a strong understanding of business and taxation, providing advice on tax planning, business structures, asset protection and business performance.


Michael is also an Authorised Representative of Edwards Marshall Advisory Pty Ltd which enables him to provide advice on financial products and Self Managed Super Funds including matters such as listed shares, managed funds, SMSF establishment, contribution strategies, retirement strategies and Limited Recourse Borrowing Arrangements.


Mott Finnis Wealth Management Pty Ltd is an Authorised Corporate Representative of Edwards Marshall Advisory Pty Ltd ABN 18 600 878 555 AFSL 479 792.


Michael can be contacted at
mparker@mottfinnis.com.au

Trent Waters

Partner, Accountant

Bachelor of Commerce (UniSA)
Certified Practicing Accountant
Associate Tax Institute of Australia
Registered Tax Agent


Trent began at Mott Finnis & Co in 2005 after completing his study and working for a mid tier Adelaide firm for 5 years. In 2010, Trent became a Partner in Mott Finnis & Co.


Trent works with clients in a wide variety of fields including farmers, retailers, tradespeople, manufacturing and the transport industry. He also has keen interest in superannuation and self managed superannuation funds.


Trent’s areas of interest include taxation, tax and succession planning, retirement strategies, business evaluation & analysis, cashflow/budget management and analysis.


Trent can be contacted at
trent@mottfinnis.com.au

Kellie Bald

Partner, Accountant

Bachelor of Commerce (Deakin)
Diploma of Financial Planning
Certified Practicing Accountant
Chartered Tax Advisor

 

Kellie has been with Mott Finnis & Co since the start of her accounting career in 1994. She has widespread experience across all of our accounting services including business advice, tax and compliance services for various types of business structures, including Self Managed Superannuation Funds. Kellie completed a Diploma of Financial Planning and RG146 accreditation with CPA Australia in 2016.


Kellie can be contacted at
kbald@mottfinnis.com.au

Adrienne Cross

Partner, Accountant

Bachelor of Agricultural Science (OEN)(University of Adelaide)
Masters of Professional Accounting (Deakin)

Registered Tax Agent
Certified Practicing Accountant
Associate Tax Institute Australia

Associate of the Institute of Public Accountants


Adrienne came to Mott Finnis & Co in 2005 after spending time as a winemaker in the Limestone Coast. In 2010, Adrienne was invited to become a Partner in Mott Finnis & Co.


Adrienne works predominantly with clients in compliance work across many business types, but in particular works with clients who are involved in grape growing and wine making. Adrienne also has a special interest in assisting small business clients.


Adrienne can be contacted at
across@mottfinnis.com.au

John Finnis

Consultant, Accountant

Fellow of the Institute of Public Accountants
Associate Tax Institute of Australia
Registered Tax Agent


John commenced working in the industry in 1980. In 1986 he co-founded Mott Finnis & Co with Jon Mott. His experience gained over the last 35 years allows him to provide real, workable and practical solutions for his business clients.


John can provide hands on guidance in business start ups, restructures, refinancing and estate and succession planning.


John can be contacted at
jfinnis@mottfinnis.com.au

ACCOUNTING TEAM

Faith Paech

Accountant

Bachelor of Business (Property)(UniSA)

Certified Practicing Accountant


Faith began at Mott Finnis & Co in 2017, following the completion of her Bachelor of Business (Property). Faith provides support to the partners with tax and BAS preparation, and has a particular interest in Self Managed Superannuation Funds. Faith has a background in bookkeeping and is able to provide support to clients in bookkeeping and payroll support. Faith has recently completed her studies to become Certified Practising Accountant with CPA. 


Faith can be contacted at
fpaech@mottfinnis.com.au

Liana Strachan

Accountant

Bachelor of Science Business Administration with emphasis in Small Business Management (Union College)

Tax Agent Program (The Tax Institute)


Liana started at Mott Finnis in 2018. With a Bachelor’s in Business Administration, Liana is well qualified to manage our administration team. Her administration role extends to supporting clients with ASIC requirements, business registrations and new company setups. Liana’s qualifications and work experience have also provided her with the knowledge and skills to provide support to the partners and other accountants in the preparation of tax returns and business activity statements. Liana has recently pursued further education with the Tax Institute of Australia and is now a Registered Tax Agent.


Liana can be contacted at
lstrachan@mottfinnis.com.au

Julie Kenny

Assistant Accountant

Julie has been with the firm for longer than any other current employee. As such, Julie is a very-well respected member of the team, with an extensive knowledge of the services provided at Mott Finnis & Co. Julie provides support to the partners and is conversant with ASIC requirements, Business Name Registrations, ABN, TFN, GST and other associated business registrations. In addition, Julie attends to payroll related activities.


Julie can be contacted at
jkenny@mottfinnis.com.au

Melissa Polniak

Assistant Accountant

Diploma of Accounting (TAFE)


Melissa started at Mott Finnis & Co in 2006, after gaining experience in the banking sector. The Assistant Accountant’s role provides support to the partners, particularly regarding tax and BAS preparation. In addition, Melissa manages our MYOB Essentials program, assists clients with various registrations including Business Name Registrations, ABN, TFN and GST, and is conversant with ASIC requirements.


Melissa can be contacted at
mpolniak@mottfinnis.com.au

Emma Moritz

SMSF Assistant Accountant

Emma commenced working at Mott Finnis in 2012, after gaining experience working with Self Managed Super Funds. While her focus area is Self Managed Super Funds, she also assists clients with bookkeeping.


Emma can be contacted at
emoritz@mottfinnis.com.au

Emma Case

Assistant Accountant

Diploma in Financial Planning


In her role an assistant accountant, Emma provides support in our Financial Planning department, working closely with Michael Parker and is currently managing the firms Trust Account. She has recently completed her Diploma in Financial Planning and is looking towards further expanding her knowledge in accounting and financial services in the near future.


Emma can be contacted at
ecase@mottfinnis.com.au

Carly Graetz

Assistant Accountant

Bachelor of Behavioural Science (Flinders University)
Bachelor of Science (Animal Behaviour)(Flinders University)

CTA1 Foundations (The Tax Institute)


Carly joined Mott Finnis & Co in 2021 as a trainee Assistant Accountant. Carly has relocated back to her home town of Lucindale after graduating from a Bachelor of Behavioural Science and a Bachelor of Science (Animal Behaviour) at Flinders University. Carly’s family has a farming operation which influenced her decision to continue pursuing her interest in primary production, furthering her knowledge on the business side of farming enterprises. Carly now works closely with the partners, providing support in bookkeeping and tax preparation.


Carly can be contacted at
cgraetz@mottfinnis.com.au

Manoj Thakur

Assistant Accountant

Master in Professional Accounting (University of the Sunshine Coast)


Manoj completed his Bachelor of Business in Nepal before making the decision to relocate to Australia in 2018. Manoj has since completed a Masters in Professional Accounting and will commence CPA studies in early 2024. Manoj works with Trent Waters as an assistant accountant with a focus area of small business tax and BAS. Manoj is also responsible for SMSF administration within the practice.


Manoj can be contacted at
mthakur@mottfinnis.com.au

Emma Fitzgerald

Assistant Accountant

Bachelor of Commerce (Accounting)(Uni SA)


Emma commenced with Mott Finnis & Co in 2018, and started a Bachelor of Commerce, studying externally in 2019. In 2020, Emma relocated to Adelaide to study full time. Since then Emma returned to the firm in 2023 as a Graduate Accountant. Emma provides support in tax and BAS preparation, working closely with Michael Parker. Emma will continue her studies in 2024 when she intends to commence the CPA program.


Emma can be contacted at
efitzgerald@mottfinnis.com.au

OFFICE ADMINISTRATION

Leanne McCarthy

Accounts Administrator

Leanne began at Mott Finnis & Co in 2005. Leanne looks after ASIC requirements, other various business registrations and Mott Finnis’ own receivable and payable accounts.


Leanne can be contacted at
lmccarthy@mottfinnis.com.au

Vicki Davies

Records Clerk

Vicki joined the firm at the start of 2016 and helps out with the office administration duties and filing.


Vicki can be contacted at
vdavies@mottfinnis.com.au

Lindsey Delozier

Receptionist

Bachelor of Science (Psychology) (University of Oregon)


Lindsey started at Mott Finnis & Co at the beginning of 2022. Lindsey is currently on maternity leave and will return to the business to continue pursuing a Certificate 4 in Accounting & Bookkeeping. Lindsey is also in charge of BAS and tax lodgments and the maintenance of ASIC documents.


Lindsey can be contacted at
ldelozier@mottfinnis.com.au

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