The start of the 2015/16 financial year is an exciting time at Hoffman Kelly, with a number of major staffing changes at the firm.

TROY KELLY – HANGING UP THE ABACUS!

After 18 years with the firm, Troy finished up in his current role as director on 18 September 2015.  This change had been planned for some time and over the last year other staff members have been slowly taking over Troy’s management responsibilities and the managers and accountants have been preparing to take full control of all accounting files.  We anticipate the transition will run very smoothly and we will continue to be in touch with Troy if we need to access his vast client memory bank.  In fact, we expect to still work closely with Troy who is commencing his corporate services business, HK Corporate, where he will work with a select number of clients in much greater detail than is possible in public practice and is looking forward to no longer being responsible for tax returns (other than his own!).

TWO NEW DIRECTORS – CLAIRE ROBERTS & MICHAEL KERWIN STEP UP

After working as a manager for Troy for several years, Claire is effectively taking over Troy’s director role.  She has been at Hoffman Kelly for 8 years and stepped in to run the team for the first six months of last financial year (especially helping out while Troy recovered from hip surgery).  Having had her first child in April this year, Claire has recently returned to full time work and at 27 is the youngest director the firm has ever had.  Anyone who has ever dealt with Claire will know that she always puts clients first and achieves incredible results and that she could not be more deserving of this promotion.

Congratulations are also in order for Michael Kerwin, who becomes the firm’s second youngest ever director (at 15 days older than Claire!).  Michael started 9 years ago with us and has produced stand-out results for his clients from day 1.  Relinquishing the title of being Tony Hoffman’s right-hand-man, he is now leading his own large team at HK and has absolutely earned the respect of his clients, his staff and his fellow directors.  This new position is testament to Michael’s knowledge, skills and dedication to the firm.

TWO NEW MANAGERS – TIM MOURITZ & JAMES SMITH

With Hoffman Kelly still growing each year we always have a few new faces, although traditionally these have been at junior levels.  This year, to ensure we are able to best serve our clients and after a rigorous recruitment process we have also appointed two new managers as part of the team who will work both with clients and as part of the firm’s management team.

Tim Mouritz comes to us after 8 years at Crowe Horwath where he was a senior manager and will be a part of Michael’s team.

James Smith has spent the last 7 years in public practice and will be assisting Tom Aitkenhead and his team in the new downstairs offices at Hoffman Kelly.

WEST TEAM CHANGES

Along with the changeover of Troy to Claire, Hana Gibson has been replaced by Hanna Rex. Hanna has 6 years’ experience in public practice in Newcastle before relocating to sunny Brisbane. Also, with Angela Ma’s departure to Taiwan we are in the process of adding two more outstanding accountants to the team to ensure our clients continue to receive the service they deserve.

We extend a warm welcome to all of our new team members and have great expectations that they will become integral members of the firm and serve our clients for the long-term.

HOFFMAN KELLY TEAM

Tom Aitkenhead (Director)
Michelle Goding (Manager)
James Smith (Manager)
Lauren Sarolis (Accountant)
Rhiane Sherriff (Accountant)
Danielle Bui (Accountant)
Leonard Jiang (Accountant)
Katie Wriedt (Accountant)
Chantelle Lagos (PA)

Michael Kerwin (Director)
Tim Mouritz (Manager)
Elena Lenda (Manager)
Matthew Yarrow (Accountant)
Cecilia Chen (Accountant)
Samantha Park (Accountant)
Michael Scott (Accountant)
Megan Cowan (PA)

Greg Roberts (Director)
Claire Roberts (Director)
Elisha Moore (Manager)
Hanna Rex (Accountant)
Gervais Morton (Accountant)
Chris Chen (Accountant)
Serena Ma (Accountant)
Emma-Jayne Hagley (PA)

Tony Hoffman (Director)
Lisa Cronin (Office Manager)
Georgie Best (ASIC / Administration)
Madeline Hillas (Administration)
Sara Flores (Administration)
Chloe Howard (Reception)