Build your financial security with OBT Financial Group – Lockyer Valley’s Business of the Year 2015 and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 30 years.
As one of the founding directors of the OBT Financial Group, Rodney has witnessed many changes to what clients need and expect from an accounting firm. With Rodney’s background in tax, superannuation and general financial services, he offers a very comprehensive financial planning package to his clients. His special interest areas include investments, estate and succession planning, wealth creation and risk management. Rodney works closely with OBT clients, assisting them to provide adequate retirement funding, the smooth transition of the family farm or business from one generation to the next and appropriate tax effective investments for them.
Rodney is an authorised representative of Lonsdale Financial Group and a member of the Financial Planning Association of Australia.
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 at OBT and is very proud to be leading such a progressive firm. Brett enjoys getting to know his clients on a personal level and assists his clients through offering meaningful taxation advice, therefore helping them to attain their business goals. He is also responsible for workflow management and business structuring for all OBT clients, and 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.
Sue helps look after the needs of some of OBT’s biggest clients. Whilst she specialises in commercial property and land development buy/sells, GST property sales and rentals, Sue also has a wide range of business experience and perspective that she brings to each case.
Outside of work, Sue is a serious travel bug having travelled extensively with her family.
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 a young family. She delves into baking and going to the gym when she needs to switch off.
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 evens acts as a ‘Virtual Chief Financial Officer’ to businesses who benefit from the higher level of expertise but not 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 having visited all points of Australia and most continents. Rodney was even a commercial boar goat breeder so has first-hand knowledge of running an agricultural family business.
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!
Eighth generation Gatton local Amanda specialises in doing accounting and tax returns and preparing financial statements for all sorts of entities. Amanda is also skilled when it comes to processing BAS returns, trust audits, applications for ABNs and TFNs plus all corporate compliance matters.
Working closely with Brett Garmeister, 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.
Annette has joined the team bringing with her over 15 years of accounting knowledge. Annette 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 their cattle property.
Michelle Burling is from the Darling Downs and began her career with accountants in Inglewood and then with importing / exporting manufacturers in Warwick where she became an accountant. At AMH Beef City in Pittsworth, Michelle worked as feedlot accountant preparing financials for feedlots and farms. A stint at Warwick Credit Union as a financial accountant was followed by a role back in manufacturing at Kenro Metal Services in Toowoomba including working in quality management (ISO9001). Michelle has a Bachelor of Business from USQ and she is a Certified Practising Accountant (CPA) and Internal Quality Auditor.
Ebonie joined OBT as our bright and bubbly receptionist in July 2013 and hasn’t looked back. After 5 years in various roles working in administration, Ebonie has now moved into an accounting position; working closely with Rachel to help our clients with the bookkeeping side of their businesses.
Outside of work Ebonie is a crack netball player and, the first to admit, a shoe fanatic.
Jill joined the OBT team in October 2004 as an administration assistant and has performed a variety of roles during that time including working for 10 years on the Financial Planning team. Jill now works closely with Brett and Rodney in the everyday running of the business from payroll, accounts and office management.
Out of 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 gardens to relax.
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.
Damon joined OBT in 2013 as a Tax Accountant while finishing his studies. After accumulating almost five years’ experience, he commenced work as a Financial Adviser 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 currently undertaking further study to become a Certified Financial Planner (CFP) – the highest financial planning qualification attainable – plus finalising his CPA studies. Outside work Damon is a talented musician and enjoys trips to the beach.
Bruno commenced with OBT Financial Planning in April, 2018 and is a member of the Financial Planning Association of Australia (FPA). Bruno has been a Financial Adviser 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 the client’s 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, he can tailor financial strategies to ensure you have money when you need it most.
For many years, Kathryn worked in the legal profession in various administration and support roles. Then, after a decade of experience working with self-managed superannuation in Toowoomba, she decided to relocate her talents to Gatton where she is fully immersed in processing superannuation funds, attending to SMSF auditor’s requirements and lodging tax returns.
Kathryn joined OBT Financial Group in 2018 and holds a Certificate IV in Financial Services (SMSF) so, naturally, 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.
As Client Accounting Support, Debbie Walker works closely with the accountants helping to keep OBT’s clients organised. Outside of meeting critical year-end deadlines, Debbie works in OBT’s corporate compliance team, typically taking care of all company secretarial matters and dealing with ASIC.
Lauren joined OBT as our Receptionist in 2016 and now works alongside Debbie in the role of Client Accounting Support assisting our clients with queries and administrative support role to the accountants as well as lending a helping hand on reception. Lauren also helps to manage OBT’s corporate compliance team, which involves liaising with ASIC and attending to all company secretarial matters.
Lauren keeps busy in her spare time setting up her new home with her partner.
