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Who we are

Established in 1983, we have grown from a solo practise to over 25 team members in two locations. We are a blend of:

Our Philosophy

To provide our clients with the best opportunities for success and simplify the running of their business or personal finances so they have more time to enjoy their life.

Our Team

Partners

David Howells, CA, CTA, RCA, B.Bus, B.Com
David Howells, CA, CTA, RCA, B.Bus, B.ComPartner, Chartered Accountant
David is passionate about helping clients improve their businesses and achieve their goals.  He is an expert Auditor who also specializes in Business Advisory, Strategic Tax Planning, and compliance of Not-For-Profits & Self-Managed Super Funds.

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Juanita Sharp, CA, B.Com
Juanita Sharp, CA, B.ComPartner, Chartered Accountant, SMSF Specialist
smsf_specialist_logoJuanita is a Chartered Accountant with over 18 years in public practise. She has a reputation for exceptional tax and accounting advice as well as a track record of helping her clients improve and build their business.

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Andrew Hare, CA, B.Bus
Andrew Hare, CA, B.BusPartner, Chartered Accountant, Auditor
Andrew has more than 20 years experience in the accounting industry. Through his expertise in providing tax and business advice and his ‘hands on’ approach to working with clients, Andrew has helped many business people achieve their business and personal goals.

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Adam Passwell, B.Ec, Dip Fin Planning
Adam Passwell, B.Ec, Dip Fin PlanningPartner, Financial Adviser, SMSF Specialist
smsf_specialist_logoAdam has a strong educational background with a double major degree in Economics and Business Law from Macquarie University and he has also completed the Diploma in Financial Planning from Deakin University.

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Andrew Clegg, B.Com, G.Dip Fin Planning
Andrew Clegg, B.Com, G.Dip Fin PlanningPartner, Financial Adviser, SMSF Specialist
Andrew has worked in the Finance industry since 1998 and has completed both a Graduate Diploma of Financial Planning through the Australian Securities Institute and a Bachelor of Commerce at the University of Wollongong.

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Rob Douglass, CA, B.Bus, M.Ec
Rob Douglass, CA, B.Bus, M.EcConsultant. Chartered Accountant, Business Advisor
Rob has had 34 years experience in the accounting industry and is very highly regarded as a business educator. For the past 24 years, he has focused on the small-medium enterprise market on the South Coast of NSW.

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Senior Team

Kim Urquhart, CPA, BA
Kim Urquhart, CPA, BAManager, Chartered Accountant
Claire Lawson, CPA
Claire Lawson, CPAManager, Chartered Accountant
Jeanette O'Connor, Dip FS (FP)
Jeanette O'Connor, Dip FS (FP)Manager, Financial Planning

Chartered Accountants & CPAs

Emma Wilson CA, ACA, B.Sc
Rex Hales

Financial Advice

Jeanette O’Connor Dip FS (FP)
Kathy Lymbery
Grace Dunn
Julie McCann
Tereza Neaves
Kirsty Wessel

Administration

Di Fletcher
Tracy Whelan
Katrina Drew
Tayla French
Sophie Alves
Crystal Handebo
Kylie Greenwood

Tax & Accounting

Sue Venables
Terri Plater B.Bus
Claudia Fitzsimmons
Julie Green
Leah Hollier
Amy Harding
Heidi West B.Comm

Loans, Leasing & Insurance

Adam Passwell
Di Fletcher

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Careers With Us

Check out the latest career opportunities with Hales Douglass on our Careers page.

Now Hiring

Who we sponsor

Beyond Blue
Burrill-Ulladulla Sea Scouts
Campbell Page
Cancer Outpatients Milton Ulladulla
Eurobodalla Education & Therapy Services
Kidzwish Foundation
Make-a-Wish Foundation
Milton Public School
Milton Show Milton Showgirl
Milton Ulladulla Pre-School

Mollymook Cup
Mollymook Surf Club
Movember
MS Australia
NAIDOC Festival
NSW Cancer Council
Smile for Me Foundation
St Marys School Milton
Ulladulla High School
Ulladulla Marine Rescue

Partners

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For more information, please contact us today

Please call 02 4455 5333 or email Juanita Sharp directly.