ABOUT US

Philosophy

Personalised service is at the core of our deliverables. Our clients always deal directly with one of the principals. The relationship between our clients and us forms a strong and  lasting professional partnership based on trust. Our clients, particularly family businesses, rely on us largely for all commercial matters and advice. They can live in an environment, secure in the knowledge that all the statutory requirements, but particularly compliance accounting and tax management, are in safe hands. In many cases our client partnerships are in their second generation of ownership. We are totally focused on helping our owner clients grow and protect their wealth.

Principals

Graham Watman

Graham Watman (B.Ag.Ec., Dip.Fin.Mgt., ACA) applies his business and financial expertise to formulate pragmatic approaches to help his clients achieve their goals. He was formerly Executive Chairman and Managing Partner of the Sydney office of Grant Thornton and the International Business Centre Director for Australia. Involved in professional tax accounting and advisory work since 1976, Graham joined Charles J Berg & Partners as a Senior Accountant – specialising in the accounting and tax affairs of high net worth individuals and privately owned and managed businesses.

As a member of one of the country’s most renowned taxation and corporate advisory practices of its era, Graham specialised in agricultural management and accounting. From 1974-6, he lived on a 10,000 acre sheep and cattle property at Glen Innes and was responsible for all financial aspects of that business (from Sydney) for the next 10 years. He is currently responsible for several extensive agricultural properties as well as an owner of two farming operations.

Nowadays Graham spends his time as a professional director and advisor consulting on and managing the day-to-day affairs of investor clients and companies, as well as working on the structuring, financing and acquiring of new investments.

Key Expertise

Business and Financial Management
Directorship and Corporate Governance
Agricultural Management and Accounting
Consulting
Taxation advice

Professional Qualifications

Bachelor of Agricultural Economics
(Farm Management)
Diploma in Financial Management
Associate of the Institute of
Chartered Accountants

Glen Zell

Glen (B. Ag. Ec.) CA has extensive experience in compact, management focused accounting firms specialising in private business owners.

His career commenced at Charles J. Berg, a boutique firm specialising in quality service to high value individuals and families, with a particular expertise in rural businesses. He gained his professional qualifications in 1982. Glen then moved to Hassall & Associates Pty. Limited, cementing their move into Accounting and Financial Services.

In 1987 Glen worked with Chapman & Eastway in Sydney, a medium sized Chartered Accounting firm with a reputation for rural expertise. Glen became an equity partner with Chapman Eastway, and established a reputation as a specialist in Information Technology, speaking at numerous forums and judged rural software at the Sydney Royal Easter Show. Glen has also sat on the Institute of Chartered Accountants in Australia Committee for Small and Medium Enterprises and represented the Institute of Chartered Accountants on the Australian Government committee governing the establishment of the Australian Business Number (ABN) regime.

Over the last decade Glen has specialised in small business management and accounting, and retains a strong group of rural clients. He is a partner with his family in an extensive mixed farming operation.

Key Expertise

Business and Financial Management
Agricultural Management and Accounting
Taxation Management and Advice
Information Technology

Professional Qualifications

Bachelor of Agricultural Economics
(Farm Management & Accounting)
Associate of the Institute of Chartered
Accountants