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Our Team incorporates a staff of 25 quality personnel across two offices, including 12 accountants, 2 qualified financial advisers, administration and support staff. The business has worked hard to create a balance of experience and youthful exuberance over the years which compliment the service standards we endeavour to provide our clients.
Whilst the Partners boast combined experience of more than 100 years in financial services, our internal structures and expectations ensure client-facing professionals are degree qualified with post-graduate awards and membership with industry-leading institutions such as the Chartered Accountants Australia & New Zealand, Certified Public Accountants, Financial Planning Association of Australia (FPA) and the SMSF Association. PDD Advisory Group seeks to employ quality and motivated staff at all levels of our business, providing an environment that nurtures a culture of professional development and job satisfaction.
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Professional Dynamic Dedicated
B. Com CA
Andrew grew up in the Mid North Coast area and spent the first 16 years of his working life in the Sydney basin. He started with PDD in December 2003, as a Chartered Accountant and a registered tax agent.
Andrew has over 30 years’ experience dealing with taxation and accounting matters.
Clients range from individual taxpayers to large private companies across a range of industries. Experienced in service based industries, manufacturing, retail and medical professionals. Andrew has experience in conducting audits for financial licensees and large private companies.
Away from the office, Andrew enjoys spending time with his family, biking, snow skiing and playing golf.
Professional Qualifications:
B. Bus (Accounting) CPA
Matt graduated as an accountant in 2001. After initially working in Brisbane and the Gold Coast he returned to the Mid North Coast and joined PDD at the start of 2010.
Matt is a Registered Company Auditor and provides tax and business services advice. He is involved as the auditor to a range of industries including Financial Licensees, large Private Companies, Schools, Registered Clubs and Not for Profit entities. He also provides tax and business services advice to the financial sector, professionals, small business and investors.
Away from the office he spends time at the beach with his family and is a keen sports fan.
Professional Qualifications:
B. Fin Admin CA
Irene grew up in Port Macquarie, moved to Sydney and returned to her hometown in 2000, where she started at PDD.
Irene is a dedicated experienced accountant who specialises in providing expert guidance on taxation and accounting matters, particularly tailored to individuals and small businesses. With a keen interest in self-managed super funds (SMSFs), Irene is your trusted partner in navigating the complex financial landscape.
Irene possesses a deep understanding of tax regulations and accounting practices. Whether you’re an individual or a small business owner, she has the expertise to assist you in managing your finances effectively and ensuring compliance with tax laws. With Irene’s particular interest in SMSFs, you have access to specialised knowledge and insights when it comes to planning and managing your superannuation fund independently.
Irene understands that every client has unique financial needs. You can expect personalised solutions that align with your goals. From tax planning to accounting services, she can offer a comprehensive range of services to meet your diverse financial needs.
Away from the office Irene loves spending time with her family and is a keen angler. She enjoys throwing a line in the river, off the beach or on our local headlands with her husband.
Professional Qualifications:
M. Bus Fin Adv Dip FS AMC
Josh has been in the industry since the year 2000. He has gained experience working for large corporations and banks such as John Fairfax Holdings Ltd, Barclays Bank PLc and Lloyds TSB. Josh joined PDD in 2013 as the Director of PDD Wealth Management Pty Ltd, and was keen to make a difference for his clients and provide professional financial advice.
An ideal financial planner is the embodiment of financial wisdom and client-centric dedication. Josh possesses expert knowledge of financial markets, investment strategies and tax laws to craft an outcome that creates a REAL benefit for you and your family. Josh’s holistic approach considers the complete financial picture, including short and long-term objectives, risk tolerance, and family dynamics.
Josh excels not only in technical acumen but also in communication and empathy. He effortlessly translates complex financial jargon into easily digestible advice, ensuring our clients fully comprehend their financial options. Josh’s extensive education and industry certifications, coupled with years of experience, makes him well-equipped to guide clients through the intricacies of personal finance.
Ultimately, the ideal financial planner is a trusted partner who builds enduring relationships through proven service. Josh remains steadfastly committed to his clients financial success, adjusting strategies as life evolves. His mission is to provide unwavering support during both challenging financial times and moments of growth, ensuring that clients achieve not just their financial goals but also peace of mind in their financial future.
Professional Qualifications:
Professional Dynamic Dedicated
Accountant
B. Acc
Dan joined PDD in 2021 and has over 5 year’s experience in business services and taxation. Dan lives in Port Macquarie with his fiancé and their two cats and is originally from Denmark landing in Australia in 2016. When Dan is not working, he enjoys spending time in their garden and enjoys evening walks after work. He also enjoys playing football (soccer) in the local 3rd grade league.
Registered Company Auditor
B. Bus (Accounting) CA
Luke commenced at PDD in January 2022 after relocating from Albury. He is a Chartered Accountant with more than 20 years’ experience, including 7 as an audit manager providing audit services across a range of industries including licensed clubs, not-for-profits, Australian Financial Service Licences and both VAGO and NSWAO clients. Luke is a Registered Company Auditor and a Registered SMSF Auditor with ASIC
Accountant
B. Bus (Accounting)
Dani joined PDD in 2015 after working in commercial accounting in Wagga Wagga. She has over 8 years’ experience working in SMSF’s and taxation and will complete her CA qualification in 2024.
Away from work Dani enjoys spending time with her pets and exploring the local area.
Accountant
B. Com
Jess joined PDD in 2022 after relocating from Sydney to Port Macquarie. With more than 5 years’ experience in business and taxation services, Jess will be completing her Chartered Accounting qualification late 2024. Outside of work she enjoys travelling with her partner and exploring local cuisine.
Accountant
B. Com (Accounting)
Born and raised in Sydney Blake relocated with his family to Laurieton in 2007. Blake Fell in love with accounting and decided to pursue a career where he could assist people in maintaining their finances. Blake completed his degree in accounting and finance in 2021 at Charles Sturt University. Blakes area of expertise is preparation of account and tax returns for companies, trusts, partnerships, and individuals. Blake also has a keen interest in business services, self-managed super fund administration and liaising with client on their accounting needs. Blake is currently undertaking the CA program. Outside of work he enjoys playing basketball, watching sports and hanging out with his friends and family.
Accountant
B. Com (Accounting) CPA
Yojana joined PDD Advisory Group in July 2021, after spending approximately 5 years in the corporate finance industry in Mumbai, India. She is a qualified accountant and a member of CPA Australia.
She is highly motivated to deliver exceptional results for her clients and is passionate about enhancing her knowledge of ever-changing taxation rules to improve her service quality. Her expertise includes providing assistance to clients with taxation compliance matters across various business structures and self-managed superannuation funds. In addition to English, Yojana is also fluent in Hindi and Marathi.
Accountant
B. Bus CA
Graham is a Chartered Accountant with over 20 years’ experience in public practice after a 20 plus year career in hospitality management. Graham enjoys looking after our clients and likes to be prompt when responding to their queries. Outside of the office he enjoys playing golf (not very well but still enjoys it) and spending time with his family and friends.
Mortgage Broker
Adv. Dip FS. Dip FMBM. AMC
Chris is a dynamic professional specialising in refinances, and niche areas like SMSF, small business, and construction financing. With a keen understanding of the unique needs of each client, Chris navigates the complex world of mortgages with finesse, empowering individuals and businesses to achieve their financial goals with confidence and clarity. Chris joined PDD in 2011 an is a fluent speaker in Mandarin.
Accountant
B. Com (Accounting)
James has been a Port Macquarie local since 1999 and finished his Bachelor of Commerce (Accounting) Degree in March 2014. James joined PDD in 2017 and has obtained extensive knowledge in the field of Superannuation and has had numerous dealings in the field of Tax and Accounting. Outside of work, James enjoys spending time with his wife and son and discussing anything cricket or footy.
Chartered Accountant
B. Com (Accounting) CA
Chartered Accountant with a focus on servicing business and meeting their evolving needs. Currently working to support clients in the areas of business services and taxation, I also have experience in audit and financial reporting.
Professional Dynamic Dedicated
Reception
Practise Manager
Reception
B.Bus (Accounting)
Assistant Accountant
Reception
Assistant Accountant
Office Manager
Financial Planning Para-Planner
Our dynamic business is constantly growing. We are always interested in hearing from talented individuals.
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