Our People

Our team are dedicated to providing you and your business with personalised professional services. All our team members are committed to ongoing professional development so you enjoy the best technical tax and accounting advice available. Below are the profiles on our team members.

Paul Dobson

FPNA - Director

Paul Dobson has been the Principal at SBG Accountants & Business Advisors since 1992.

As a business owner himself, he understands the issues that confront business owners. He primary focus is helping clients with strategies to grow their revenues, profits and business value. He takes a hands on approach with clients and regularly visits clients at their place of business. Paul says,"I get an insight into the client's business that you simply can't see from the office. You get a feel for their product or service, systems, equipment and staff that is invaluable. I also find clients are more open on their home turf and the service is a real point of difference to other accounting firms where the staff are glued to their chairs".

Paul's objective with clients from day one has been to solve their tax and financial problems and make sure they capitalise on opportunities as the present themselves. He is emphatic about the team becoming very knowledgeable about the clients’ businesses and says. “When you truly understand the business and the specific industry issues you can develop strategies and formulate solutions using the right set of consulting tools. If you really want to help business owners understand their numbers and improve their results you have to speak their language and know what the industry benchmarks are so you can identify what is working in the business and what needs working on.”

Over the years Paul has built a great rapour with clients and he is passionate about the success of his clients. He attributes the sustained growth of the firm to a number of factors including his focus on niche markets, the quality of the team and the fact he knows that clients need a tax return but want to grow their business and their wealth. "The accounting market is very crowded with more than 9000 firms in Australia and we need to be different to stand out in the crowd.  

Professional Qualifications & Memberships

- Bachelor of Business (Accounting)
- Public Practice Certificate
- Registered Tax Agent
- Fellow of the Institute of Public Accountants

Family life & hobbies:
On a personal level, Paul enjoys harness racing, playing golf and tennis.
Paul and his wife Jodie have two children, Nick and Bailey.

Contact: To contact Paul call (03) 9629 6744 or email - paul@sbgaccountants.com.au
Connect with Paul on LinkedIn.

Michael Sexton

Michael Sexton is one of our Senior Accountants with over 20 years experience in Public Practice, working with small to medium size businesses and is highly regarded at the firm for his intimate taxation knowledge, and a hands on, “can do” approach. He is a registered tax agent and MIPA with a Bachelor of Business.

Michael is primarily responsible for the majority of the firms personal tax returns, and is the go-to man for personal tax advice.

He enjoys Australian Rules football (having been an AFL umpire in his younger days, and now taking on a role as AFL timekeeper), playing tennis & golf and spending time with his family.

Contact: To contact Michael call (03) 96296744 or email -  michael@sbgaccountants.com.au
Connect with Michael on LinkedIn.

Tina Lafkiotis

Tina Lafkiotis is a senior accountant who has been with SBG for over 7 years.  She is a valued member of our team who, whilst able to turn her hand to all aspects of general practice and any level of business compliance and structure advice , is our  specialist in relation to  Self Managed Superannuation Funds.

Specialties and Niches

Tina has over 18 years of experience in public practice. In addition to specialising in Self Managed Superannuation Funds she has worked in various small businesses and has previously specialised in the motor vehicle dealership industry. Working with Dealer principles on various taxation issues, including GST, FBT, Superannuation, preparing Monthly Financial Analysis Reports (including comparison of actual to budgets), Loan arrangements and addressing adhoc problems as they arise.

She has a good eye for detail, is efficient in all types of work presented and analyses all situations thoroughly. She has the ability to produce different scenarios for discussion with clients and therefore achieves great results which are reflected in a happy client.

Professional Qualifications
- Bachelor of Business (Accounting)
- Member of the Institute of Certified Practicing Accountants (CPA)

Outside Work

Tina loves to travel and tries to plan at least one trip a year. She has an interest in art and photography and is capable of picking up a paint brush and achieving some great results. She also enjoys and takes part in outdoor fitness activities to maintain a fit and healthy lifestyle.

Contact: To contact Tina call (03) 96296744 or email – tina@sbgaccountants.com.au
Connect with Tina on LinkedIn.

Cathy Stewart

Cathy Stewart is a valuable member of the team and enjoys the challenge of accounting and taxation and is a pro-active member of our team looking after small business and tax clients.

She regularly visits clients at their place of business to form an understanding of the management/operations and needs of the client's business, something  that you simply can't see from the office. She also finds clients are  more outspoken and relaxed for discussions, within their own business environment. The clients seem appreciative of the extra step taken by her, to visit them.

Objectives

Cathy’s work objective is to assist her clients in managing their systems effectively, be pro-active in her recommendations and to work with the client to assist them with achieving their compliance obligations/lodgements, in a timely manner. Consideration is always given to  work with the client towards achieving their wealth creation and business growth goals.

Experience and Specialties

Her 17 years experience in public accounting provides her with a deep understanding of the compliance and taxation needs of clients in these industries (including good working knowledge of MYOB and Cashflow Manager).  Cathy also manages the ASIC requirements of the firms client base, which is another integral part of maintaining quality compliance.

Professional Qualifications & Memberships

- Bachelor of Business (Accounting)
- Certified Practising Accountant (CPA)

Family life & hobbies

When not at work, Cathy enjoys the constant chaos and adventure that comes with having an active family life, with her husband Brett and 2 children, Mitchell and Darcy. She enjoys gardening, walking and  harness racing.

Contact: To contact Cathy call (03) 9629 6744 or email -  cathy@sbgaccountan ts.com.au
Connect with Cathy on LinkedIn.

Penny Toumazou

Penny Toumazou has over twelve years of experience in the accounting industry, having worked as an auditor and self-managed superannuation fund expert in both Australia and the United Kingdom. She also has extensive experience acting as a Business Advisor for many small business clients.

Penny is passionate about helping clients understand the complexities of the Superannuation legislation and ensuring they adhere to the strict rules and regulations in place, while also keeping them up to date with the latest changes.

She loves dealing with Small Business clients and understands the importance of taking the time to get to know her clients and their needs, in order to drive business growth and success, while assisting small business owners reach their personal and business goals.

Cash flow projections, budgets and forecasts, as well as ideas on how to develop and grow the business are just a few of the services that Penny can provide for her clients.

Professional Qualifications & Memberships

  • Bachelor of Business(Accounting)
  • Member of Institute of Chartered Accountants Australia and New Zealand (ICAA)

Outside Work

Outside of work Penny enjoys running, skiing, playing basketball and travel.

Contact: To contact Penny call (03) 9629 6744 or email -  penny@sbgaccountants.com.au
Connect with Penny on LinkedIn

Christine McWilliams

Christine is SBG Accountants’ newest team member. She started her career in superannuation in 2003 and has since gained extensive SMSF audit, compliance and consulting experience.

Christine participated in writing and presenting technical papers for the Tax Institute and the 3 major accounting bodies in Australia. She actively trained SMSF trustees and mentored team members on superannuation legislative and technical updates.

Working closely with industry leaders, clients, legal practitioners and financial planners, Christine is a superannuation solutions focused individual who is knowledgeable and passionate about introducing strategies to her clients where appropriate. She is passionate about innovation and is always generous in passing her cutting-edge technology ideas to clients and team members in order to implement best-practice solutions and ensure efficiency.

Professional Qualifications & Memberships

  • Bachelor of Commerce (Accounting)
  • Masters of Practicing Accounting
  • Member of Certified Public Accountants Australia (CPAA)
  • Specialist SMSF Auditor with the SMSF Association
  • Registered SMSF Auditor
  • Public Practice Certificate with CPAA

Outsidework:
Christine is a traveler and passionate about working with disadvantaged communities.

She is also a huge fan of Melbourne Victory and Real Madrid.

Contact: To contact Christine call (03) 9629 6744 or email - christine@sbgaccountants.com.au
Connect with Christine on LinkedIn.

Alfred Lam

Alfred is an experienced accountant specialising in Self Managed Superannuation Funds and loves helping clients develop and grow their wealth creation using SMSF. He has more than 6 years of experience in Superannuation and has developed a comprehensive knowledge of issues relevant to SMSF.

Alfred is primarily responsible for Superannuation Compliance and Audit. He specialises in advising clients in relation to their Superannuation needs and assisting clients with their compliance obligations for SMSF and Audit.

Professional Qualifications

  • Bachelor of Commerce (Accounting & Finance)
  • Currently pursuing Certified Practicing Accountant (CPA)

Outside work

Alfred is a soccer player. He plays regularly every week with this team and occasionally take part in the tournament. Alfred is a big fan of Manchester United Football Club. Alfred also enjoys cooking and venturing out on weekends for food tasting and shopping around for new and exciting foods.

Contact: To contact Alfred call (03) 9629 6744 or email – Alfred@sbgaccountants.com.au
Connect with Alfred on  LinkedIn.

Jamie Smith

Jamie an accountant with experience working with individual clients and small business. He has a passion for building relationships with clients and providing expert advice to help clients grow their business and their wealth.

He possesses intimate knowledge of cloud accounting applications and loves to provide businesses with advice and solutions on these applications as well as marketing advice. Jamie also works on our personal tax returns to provide our clients with timely tax advice, and handles the online marketing for the firm.

He loves helping in any way so just give him a call and ask.

Professional Qualifications & Memberships

  • Bachelor of Accounting (Marketing Major)
  • Xero Certified Adviser & Payroll Specialist
  • Provisional member of Chartered Accountants (CA)

Outside Work

Jamie enjoys attending sporting and music events, travelling and socialising with friends over a beer or two.

Contact:
To contact Jamie call (03) 9629 6744 or email - jamie@sbgaccountants.com.au
Connect with Jamie on  LinkedIn.

Tracey Field

Tracey began her career with the National Australia Bank and after experiencing many different positions in the card services and foreign exchange sectors she decided to try a different and exciting career path and completed her certificate in Travel and Tourism. She worked in the travel industry for around 7 years before starting a family. Following that Tracey made the decision that it would be great to have a career that would provide work/life balance and  decided bookkeeping would allow that. She completed her certificate IV in Financial Services (bookkeeping) and has worked in the accounting field for over 7 years. She enjoys the variety bookkeeping brings, liasing with clients and helping make a difference to their business.

In her spare time Tracey enjoys spending time with her family and friends and keeping fit and active.
For any general bookkeeping enquires you can contact Tracey directly on 9629 6744 or email - tracey@sbgaccountants.com.au

Maxine Scott - Bookkeeper

Maxine joined SBG in 2002, prior to that she was a hands-on manager of a hire company.

She has vast experience having worked in a number of different industries including over 15 years in the motor vehicle aftermarket & manufacturing industry, and an industrial tool manufacturer - a total of around 23 years' experience before coming to SBG. 

Maxines is the Senior Bookkeeper and she assists many small businesses with their bookkeeping and compliance administration.

She has been privileged to have been the bookkeeper for a couple of SBG's clients that have evolved into public companies during her tenure, and as such has extensive experience in bookkeeping to public company standards.

Maxine is capable of using all software in the marketplace such as Xero, MYOB, Quickbooks, Sage and Cashflow manager, with a heavy emphasis on Xero and MYOB. She loves working in the cloud.

She is passionate about small business and is more than happy to assist any client with bookkeeping requirements.

Stacey Glen - Bookkeeper

Stacey is one of SBG’s experienced bookkeepers. She loves helping small businesses get their accounting systems in order , in particular using MYOB or Xero. Stacey is a MYOB Professional Partner and Certified Xero user.

Stacey had  23 years experience working in the Hospitality Industry as Promotions Manager Harry Ramsdens Melbourne Australia ,National Function Co-Ordinator for Lone Star Steak House & Saloon , and in Management at El Caballo Golf Resort, Wooroloo, Western Australia.  Having then moved back to Victoria she branched into bookkeeping while running a family Business.

With over have 12 years of experience in all areas of bookkeeping, working with a large range of businesses from the Building industry to the Wedding industry Stacey provides a wealth of experience and knowledge in bookkeeping .

Outside of work, she love’s spending time with my family and enjoys interests including travelling around Australia and watching  and playing Darts. In 2005 she was selected for the Australian Women’s darts team for division 3 as Captain/Manager.

Ruth Fenby - Bookkeeper

Shelley Kerr

Shelley is our office administrator and client services liaison. Her niche is organisation and she looks after all aspects of our office and clients requirements. 

Shelley has significant experience in the area of administration and office management in various industries with recent experience in accounting firms specialising in the horse industry and audit.

Her skills compliment our professional team and she’s more than happy to assist you in any way. She loves to help.

Family Life & Hobbies

Shelley is a very active and outdoor person. She enjoys hosting walks and participating with walk groups weekly. She follows AFL football and horse racing with husband Peter.

Jodie Dobson

Jodie Dobson is an enthusiastic member of our team performing the role of backup Administration assistant and is excellent at looking after all aspects of our office and clients requirements. She has had several years experience with office administration and has previously worked for Deloitte and Bankwest.

Outside of work Jodie enjoys tennis and camping and spends much of her time devoted to her family .

For any general administration enquires you can contact Jodie directly on 9629 6744 or email -  jodie@sbgaccountants.com.au

SBG Accountants & Business Advisors
- Taking Care of Business