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.
Meet Terri Hamilton who works closely with Debbie as OBT’s Client Accounting Support Administrator looking after our clients’ correspondence and queries.
Client Manager Sue’s OBT anniversary
From working with an accounting firm in one of Brisbane’s iconic high-rises to celebrating 20 years as an accountant with OBT, Sue’s career is certainly varied. Read why, as we congratulate Sue Dobinson on Happy 20th Anniversary at OBT!
Meet new OBT Bookkeeper Chell
Honing her skills on a range of roles, first starting in her hometown of Perth, Chell eventually made her way to the Sunshine State. By then she had been bitten by the bookkeeping bug and was hooked. Chell has now become a valuable pair of hands on OBT’s Bookkeeping Team.
OBT’s Damon Zischke named Lonsdale Future Leader Finalist
It is great pleasure to announce that OBT Financial Planner, Damon Zischke, has been shortlisted as a finalist in the 2019 Lonsdale Awards!
New Bookkeeper & Data Manager for OBT
Michelle Burling has worked in accounting as well as manufacturing and we are delighted to have her join our team. As a CPA with vast manufacturing and payroll experience, including being an Internal Quality Auditor, Michelle can lend commercial insight to the client support she gives, and is a safe pair of accounting hands whenever OBT’s team needs extra support.
New SMSF Administrator for OBT
Not only has OBT’s new SMSF Administrator, Kathryn, returned to the Lockyer Valley, but she has also decided to continue with her chosen profession in superannuation admin.
OBT Accountant Annette Noonan
From the moment she finished high school, Annette stepped straight into accounting. Annette has held a range of roles, from working in the QLD Treasury and Minister’s Office accounts departments, to being an Accounts Manager in private enterprise, but it was being in public practice… Read More >>
Matiese Jones OBT Receptionist
OBT Receptionist Matiese Jones has had roles in some of the regions most well-known and popular businesses. But when a friend of a friend told her there was a position going at OBT, she was quick to apply!
Bruno Tjelder OBT Financial Adviser
Having been based in Brisbane his whole life, Bruno is welcoming a change and brings a solid reputation for putting clients first, going out of his way to understand their needs, having great industry knowledge and taking the time to make sure his advice makes sense.
Big changes for OBT Financial Planning
Damon Zischke is moving from OBT Accounting & Tax to OBT Financial Planning, and OBT is also pleased to announce the appointment of our new Senior Financial Planner, Bruno Tjelder, who joined the team in April.
