Who We Are2018-09-17T11:09:50+00:00
Hales Douglass partners

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.

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.
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.
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.
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.
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.

Senior Team

Kim Urquhart, CPA, BA
Kim Urquhart, CPA, BAManager, Certified Practising Accountant
Claire Lawson, CPA B.Comm, JP
Claire Lawson, CPA B.Comm, JPManager, Certified Practising Accountant
Natalie McGuire, CA B.Bus
Natalie McGuire, CA B.BusManager, Chartered Accountant
Heidi West, CA B.Comm, JP
Heidi West, CA B.Comm, JPManager, Chartered Accountant
Jeanette O'Connor, Dip FS (FP)
Jeanette O'Connor, Dip FS (FP)Manager, Financial Planning

Our Entire Team

Accountants

Andrew Hare CA, B.Bus
Juanita Sharp CA, B.Com
David Howells CA, CTA, RCA, B.Bus, B.Com
Kim Urquhart CPA, BA
Claire Lawson CPA B.Comm, JP
Heidi West CA, B.Comm, JP
Emma Wilson CA, ACA, B.Sc
Natalie McGuire CA B.Bus
Katie Johnson, Graduate

Business Advice

David Howells CA, CTA, RCA, B.Bus, B.Com
Andrew Hare CA, B.Bus
Juanita Sharp CA, B.Com

Financial Advice

Adam Passwell B.Ec, Dip Fin Planning
Andrew Clegg B.Com, G.Dip Fin Planning
Jeanette O’Connor Dip FS (FP)
Kathy Lymbery
Grace Dunn
Julie McCann
Tereza Neaves
Georgie Rollason
Rhonda Kennedy

Loans, Leasing & Insurance

Craig Wise, Dip Finance & Mortgage Broking Management
Adam Passwell, B.Ec, Dip Fin Planning
Andrew Clegg, B.Com, G.Dip Fin Planning
Di Fletcher

Tax & Accounting

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

Administration

Di Fletcher
Tracy Whelan
Katrina Drew
Crystal Handebo
Lynne Ebsworth

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 Business Awards
Milton Ulladulla Pre-School
Mollymook Surf Club
Movember
MS Australia

NAIDOC Festival
NSW Cancer Council
Smile for Me Foundation
St Marys School Milton
Sussex Smashers Robotics Team
Ulladulla High School
Ulladulla Marine Rescue

Partners

Chartered Accountants
The Tax Institute
Association of Independently Owned Financial Professionals

This business is a Practice Member of the AIOFP, an Association that represents practices that are not owned or affiliated with Financial Institutions. The business does accept commissions from Risk and past Financial products.

Self Managed Super Fund Association

For more information, please contact us today

Please call 02 4455 5333 or email Juanita Sharp for more info.