Our People

Katie O'Connor
Principal - Melbourne


Katie has over 15 years of experience advising small to medium businesses and high-net wealth individuals on tax and accounting issues. She has worked with a range of clients in different industries including retail, manufacturing and pharmacy.

Significant projects

  • Performed a due diligence on a large aviation business on behalf of a client looking to purchase the business
  • Preparation of business valuations for various banks and clients wishing to purchase businesses
  • Establishment of business structures

Professional associations

Member of Chartered Accountants Australia and New Zealand


Bachelor of Business (Accounting), Victoria Australia


Will you enjoy the summer holidays as much as your team?

21 November 2016
It’s a typical scenario for many business owners. An employee puts in an application for annual leave for a tropical break to Hawaii.  You smile as you put yourself in their shoes imagining yourself lying on the beach with a cocktail and then reality hits and you start to think how it will impact you and your business.  Your immediate c...