Build your financial security with OBT Financial Group – Lockyer Valley Business of the Year recipients and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 40 years.Accounting Team
Brett has lived his entire life in the Lockyer Valley and joined the OBT team in November 1990. Since 1998 Brett has been a Director and is very proud to be leading such a progressive firm. Brett enjoys getting to know his clients on a personal level and assists them by providing meaningful tax advice, therefore helping them to attain their business goals. He is also responsible for workflow management and business structuring for all OBT clients. His special interests lie in wealth creation strategies and share market analysis.
When not at the office, Brett enjoys spending time at the beach and playing most sports including golf and tennis. He also has a special interest in working with the youth of the Lockyer District.
Rachel specialises not only in tax and looking after her own client tax portfolio, but is a reviewer within OBT so is a crucial step in the sense-checking and accuracy process of achieving the best tax outcomes for OBT’s clients. Rachel is a Lockyer Valley original and OBT’s go to person on Xero, MYOB, QuickBooks and Phoenix (ag business) and co-coordinates all our internal and external continuing education and training.
Outside of work Rachel’s family and friends are at the heart of everything Rachel enjoys to do and preferably with a beach setting!
Annette joined the team bringing with her over 15 years of accounting knowledge and has extensive experience working with businesses across all entity structures from a broad range of industries including; building, transport and primary producers. Annette enjoys helping clients understand their tax obligations and helping businesses grow and prosper.
Outside of work Annette enjoys spending time with family and working on her family’s cattle property.
Eighth generation Gatton local Amanda specialises in tax across all business structures and looks after her own client tax portfolio. Amanda is also skilled when it comes to processing BAS returns and trust audits.
Working closely with Brett, Amanda services a broad range of client industries. She has an extensive knowledge of the real estate industry and trust accounts. Out of the office, Amanda loves spending time with family and friends.
Tim grew up on a dairy farm in Laidley before qualifying as an accountant and cutting his teeth in the profession in Chinchilla. He reckons being hands-on at the farm taught him many valuable business lessons which have helped him connect with agribusiness clients and primary producers wherever he’s worked. Returning to the Lockyer Valley in 2019, Tim is a proficient Tax Accountant who completes IAS and BAS returns, tax returns, financial statements and supports our clients with bookkeeping across all cloud accounting platforms.
Ebonie joined OBT as our bright and bubbly receptionist in 2013 and hasn’t looked back. Ebonie enjoys working closely with Rachel as an accountant to help our clients with the bookkeeping side of their businesses as well as preparing tax returns and financials.
Outside of work Ebonie is a crack netball player and (the first to admit) a shoe fanatic.
After a 10-year stint primary school teaching, Elise returned to her roots in 2023, joining OBT as an accountant. While initially working as an accountant for a bank fresh out of university and later bookkeeping for a small business, Elise now enjoys the connection with clients and the intricacies of the taxation system. She works closely with OBT’s accountants preparing tax returns and financial statements. When not at the office, Elise loves being in the garden tending to her succulents, reading and spending time with her family.
As an Accountant, Serena has a strong focus on financial analysis, reporting and accounting. She is proficient in a number of accounting software platforms, with a keen eye for detail. In her spare time Serena enjoys spending time in the outdoors with her husband and two puppies.
Heylee holds a Diploma in Accounting and enjoys helping clients with their bookkeeping and preparing their BAS lodgements. She also works closely with Annette to prepare tax returns. Outside of OBT Heylee enjoys spending time with her family and animals on their property. She loves to travel and explore Australia.
Specialised Services
BUSINESS SOLUTIONS
Rodney is more than just your average accountant; he helps all manner of businesses with profit planning, business valuation, cash flow forecasting, business analysis, industry benchmarking, what-if scenario planning and provides ‘Virtual Chief Financial Officer’ services to businesses who benefit from the higher level of expertise without the full-time input.
Rodney has a raft of business solutions resources at his fingertips which he drives for OBT and applies as required to significantly streamline business solutions projects, including ProfitOptimiser, Reckon, MYOB, Cash Flow and BankLink.
Outside OBT Rodney enjoys all sports, is an enthusiastic QLD Reds member who never misses a game, an avid Ford man, has a passion for flying planes and enjoys travel. Rodney had been a commercial boar goat breeder so has first-hand knowledge of running a family agribusiness.
SELF-MANAGED SUPER FUND TEAM
Roslyn is a business and superannuation tax specialist either working with OBT clients firsthand or supporting Brett Garmeister. She is also a dab hand when it comes to using MYOB, Cashflow Manager and Class Super for managing self-managed superannuation funds (SMSFs). Roslyn always looks forward to superannuation training to learn the latest developments. As a result, she has become OBT’s go to person for high-level superannuation queries.
Outside the office, Roslyn keeps busy with her family. She delves into baking and going to the gym when she needs to switch off.
SELF-MANAGED SUPER FUND TEAM
After a decade of working in self-managed superannuation in Toowoomba, Kathryn relocated her talents to Gatton in 2018 where she fully immersed herself in processing super funds, attending to SMSF audit requirements and lodging tax returns.
Kathryn holds a Certificate IV in Financial Services (SMSF) and she specialises in self-managed superannuation fund administration. In her spare time, she enjoys spending time with her children and grandchildren, camping and dabbling (weather permitting) in her garden.
Financial Planning Team
Damon joined OBT in 2013 as a Tax Accountant. After accumulating almost five years’ experience, he commenced work as a Private Wealth Advisor in OBT Financial Planning. Damon is passionate about improving his clients’ financial positions. He specialises in superannuation and retirement planning (incl SMSFs), investment strategies, personal cash flow and budgeting, risk insurance and tax strategies.
Damon is a member of the Financial Planning Association of Australia, CPA Australia and is a registered Tax (Financial) Adviser with the Tax Practitioners Board. He is also a Certified Financial Planner (CFP). Outside work Damon is a talented musician and enjoys trips to the beach.
Bruno commenced with OBT Financial Planning in 2018 and is a member of the Financial Planning Association of Australia (FPA). Bruno has been a Private Wealth Advisor for over 10 years and is committed to working with you to help you define your goals and design a financial plan to meet your needs. Bruno has built a strong reputation in the industry by always putting his clients first, going out of his way to understand his clients’ needs, having great industry knowledge and taking the time to ensure his clients understand any advice provided. With extensive experience in all areas of financial advice, including superannuation, retirement strategies, aged care, insurance, SMSF and investment advice, Bruno can tailor financial strategies to ensure you have money when you need it most.
Leanne is a Senior Paraplanner who has been working in Financial Planning for 25 years both in Brisbane and North Queensland. Now based in Cairns, Leanne joined OBT Financial Planning in 2020.
In addition to her professional role, Leanne enjoys scuba diving as a hobby. With a B Bus ADFS(FP) her extensive experience in the industry makes her a valuable asset to the OBT team.
Lauren joined us originally as OBT’s Receptionist in 2016 and now assists our clients with queries and provides an administrative support role to the Financial Planning team.
Lauren keeps busy in her spare time setting up her new home with her partner.
Kathy is administrator of the Financial Planning section and brings a wealth of knowledge to the personal insurance area of the business. Kathy covers a wide-ranging number of services as one of the keystones of OBT’s Financial Planning team and is always happy to assist our clients.
Kelly has worked in professional services admin throughout her career and joined OBT in 2019. Kelly forms part of our administration team and covers all areas including corporate compliance, which involves liaising with ASIC on company secretarial matters, dealing with the Australian Tax Office and sending out tax returns to all our clients. Originally Kelly hales from Dalby on the Western Downs.
Administration Team
Jill joined the OBT team in 2004 as an administrative assistant and has performed a variety of roles over the years including working for 10 years on the Financial Planning team. Jill now works closely with the Partners in the everyday running of the business, from payroll, accounts and office management.
Outside the office, Jill enjoys a busy home life. She and her husband also own a 30-acre grain farm. When she’s not working, Jill enjoys listening to music and gardening to relax.
As Administration Manager, Debbie provides leadership and guidance to our growing administration team. Debbie has also become a valuable member of our team providing personal assistance to our accountants with the ever-increasing changes to legislation and meeting important deadlines. Outside of work, Debbie enjoys spending quality time with her family and relaxing on her property.
Chantal joined the OBT team as receptionist in 2020. Born and bred in the Lockyer Valley, Chantal had an extensive retail career before moving to OBT. She has enjoyed the change immensely and works well to help everyone in the office.
Chantal has progressed in her position and now plays a valuable supporting role to assist our accountants in all facets of administration compliance.
Outside of work Chantal enjoys spending time with family and friends.
Megan joined OBT as Client Accounting Support in 2023. She forms part of the Administration Team and brings over 20 years’ experience in all facets of administration. Outside of work Megan is an avid North Qld Cowboys supporter and enjoys spending time with family and friends.
Aimee joined our team after graduating from high school in 2022. While at school, she underwent a school-based traineeship in which she completed her Certificate III in Business.
Wishing to pursue a career in either administration or accounting, she has fit right in at OBT. In her spare time, Aimee loves to tend to her houseplants and spend quality time with loved ones.
