Introducing Geoff, the Visionary Leader and Chartered Accountant at Gartly Advisory, whose professional standing and strategic guidance have significantly shaped our company!

Geoff is the seasoned cornerstone of Gartly Advisory, boasting an impressive 35 years in professional tax and business advisory. As a qualified Chartered Accountant, he has steered the firm through more than two decades of unparalleled service, driving innovation, growth, and transformative change for his clients.

With a sharp focus on practical business planning, Geoff excels in navigating the complexities of business exits. Whether it’s strategising smooth transitions on your terms, resolving business disputes, or managing SMSF exits, Geoff’s expertise ensures tailored solutions to unique challenges. Holding a Limited Financial Advisers License, he is adept in all facets of SMSF advice—from setup to windup—ensuring a comprehensive service covering every superannuation lifecycle phase.

In 2021, Geoff’s commitment to enhancing business value led him to join the global advisory community, Business Value Builders. This affiliation has equipped him with some of the finest tools available, enhancing his ability to assist clients in growing and increasing their business value.

At the heart of Geoff’s professional journey is a deep-seated passion for helping businesses thrive. With his vast experience and strategic insight, Geoff continues to be a guiding light for businesses seeking to navigate the challenging waters of growth and transition. Join us in celebrating Geoff’s enduring commitment and expert guidance at Gartly Advisory!

Family and community is a strong focus for Geoff together with the ability to keep life in balance by camping with his wife Vicki in their van, exploring this extraordinary land called Australia, and enabling him to work remotely when needed.

Business Founder and our director of operations

The practice is very fortunate to have the services of Vicki Gartly to manage the finer details of practice administration and IT and specialises in Individual Tax Returns, including capital gains for investments.

Vicki is a local Kilvington girl. Before taking on leadership responsibilities at Gartly’s, she built a successful career in Channel 9 Television, where she held a creative role on shows like Hey Hey Its Saturday and the Footy show.

The meticulous attention to detail required in pre- and post-production of Channel 9’s shows, commercials, and promotions transfers beautifully to our practice, which is totally committed to providing outstanding care to every detail of our clients’ accounting needs.

Most importantly, she is joint Founder of Gartly Advisory and supports Geoff in making our business what it is today.

Our Senior Tax Guru

When it comes to Tax and accounting, clients love Hong.

Regarding Tax and accounting details, Hong’s experience and zest to learn to lead the way through the jungle of tax law and legislation.

With over 25 years of experience working with small businesses and dealing with Australian Taxation law and GST she understands the issues that clients face.

Her quiet and calm approach helps clients work through even the most demanding challenges that clients often find themselves in.

Meet Patricia, the mastermind of Superannuation and a linchpin in client support here at Gartly Advisory.

With a robust background in Superannuation paired with her expertise in computer science, Patricia embodies calmness and logic in every task she undertakes. Whether navigating Superannuation’s complexities alongside Hong or handling intricate accounting and bookkeeping tasks, her approach is always meticulous and methodical.

But Patricia’s talents don’t stop at finance. A culinary lover, she delights in transforming simple ingredients into extraordinary meals, much to the joy of her friends and family. Speaking of family, her home life is as vibrant and active as her professional one, filled with activities that keep her on her toes and ready for any challenge that comes her way at work.

Patricia is not just a part of our team; she’s a crucial part of our success, blending her passion for numbers with her zest for life, ensuring that every client interaction is as enriching as her delicious dishes. Join us in celebrating the incredible impact Patricia brings to Gartly Advisory!

Meet James, our number-crunching ninja!

He’s a master of spreadsheets by day and a gym enthusiast by night. Whether solving complex financial puzzles or lifting heavy weights, James brings the same intensity and dedication. Need a tricky accounting problem solved? James has covered it faster than you can say “balance sheet”! He has had over 8 years of experience in public practice and SMSF.

With a keen eye for detail and a knack for finding solutions, James is committed to delivering exceptional financial insights and support. James’ blend of expertise and enthusiasm makes him an invaluable asset to our clients and our firm.

Meet Lowella, Our Remote Accounting Maestro from Cebu!

Diving into the numbers from the vibrant shores of Cebu, Lowella is our offshore accountant. She is seamlessly integrated into our team under the TOA outsourcing model and works exclusively remotely. She is a cornerstone of our financial wizardry.

Lowella’s expertise works wonders as she meticulously crafts end-of-year financial statements and tax returns for our clients, ensuring precision and compliance with each figure. Her diligence is unmatched, making her an indispensable asset to our operations.

When she’s not navigating the complexities of finance, Lowella dedicates her time to her family and revels in the beauty of Cebu’s famous beaches. Her life, rich with the sounds of waves and laughter, fuels her passion for her work and enriches her contributions to our team.

Welcome to the world of Lowella, where finance meets the sun-kissed beaches of the Philippines!

Welcome to the world of Chris Carroll, our master of new client development and the charming voice that marks the beginning of every client’s journey at Gartly Advisory.

As the first point of contact, Chris extends a warm greeting and ensures that every interaction is tailored to our clients’ immediate needs. His enthusiasm for fostering relationships with new clients is unmatched, ensuring our team consistently exceeds expectations.

Chris’s background as a qualified financial planner enriches his ability to navigate complex client needs effortlessly. His practical thinking and problem-solving skills are pivotal in crafting innovative solutions that satisfy and secure our clients.

Beyond the confines of finance, Chris is a true sports enthusiast and a beacon in the fitness community. He channels his love for teamwork and strategy as the coach of his daughter’s basketball team. When not working at the office, Chris can be found perfecting his culinary skills with his signature dish—a mean pizza that’s as legendary as his client service.

Step into Chris’s world, where excellence meets enthusiasm in every greeting and every solution at Gartly Advisory!

Meet Deborah, our administrative guru with a wealth of experience in public accounting administration. Not only does use her organisational prowess ensure that both our team and our clients remain impeccably structured.

With her profound understanding, she excels at demystifying clients’ tax obligations and sorting out all the intricate paperwork associated with the ATO. She ensures that every piece of ATO correspondence and debt collection is perfectly organised and understandable.

Deborah leads a vibrant life outside the office, balancing family time, caring for her beloved dog, and maintaining a solid commitment to fitness. This busy lifestyle keeps her energised and at the top of her game.

Say hello to Berni, our front-of-house receptionist. With a smile that can brighten anyone’s day and an efficiency that keeps everything running smoothly.

Need to schedule an appointment? Berni’s got you covered, whether scheduling a personal visit to our office or conveniently via zoom.

Berni has a zest for life – enjoying daily walks with the family dog, a knack for home renovations and decorating as well as spending time with her growing family. Berni’s unique blend of warmth and genuine passion for helping others is the cornerstone of our exceptional customer service.

Introducing Marley the Wonder: Our Cheerful Canine Ambassador at Gartly Advisory!

Meet Marley, the ever-cheerful and exceptionally friendly canine who never has a bad day. Often likened to the beloved Red Dog for his welcoming nature and vibrant spirit, Marley serves as more than just a pet; he’s a fundamental part of our office atmosphere at Gartly Advisory.

With a knack for keeping clients and staff at ease, Marley ensures a warm, comforting presence that lights up our workspace. His intuitive sense knows just who is visiting our office, greeting each guest with joy and making everyone feel like part of the Gartly family from the moment they step in.

Marley’s role goes beyond simple greetings; he contributes to a stress-free environment, boosting morale and fostering a sense of community among everyone he meets. So, next time you’re in our office, look out for Marley—the wagging tail and friendly bark that make every day a little brighter!