Principal: Jonathan Ritchie

Jonathan Ritchie BA FCA
Jonathan has a BA from Macquarie University (1975) and qualified with the Institute of Chartered Accountants in 1978. He is also a Registered Company Auditor and a Registered Tax Agent.

He is a Fellow of the Institute of Chartered accountants and holds a Financial Planning Specialist accreditation from that institute. Jonathan is also a Fellow of the Tax Institute of Australia.

Jonathan has experience and relevant expertise in all aspects of public practice having been a proprietor of his successful accounting business since 1979. He provides guidance and services to his clients in all areas including audit, accountancy, taxation, superannuation and general business issues.

In the area of financial planning, Jonathan has more than 14 years’ experience as a financial planner and is an Authorised Representative with Count Wealth Accountants. The financial planning team is growing rapidly in response to clients’ needs.

Jonathan’s specialities are business and advisory services, taxation and retirement income planning (including self-managed superannuation).

Sharon Miles B Fin Admin FCPA
Sharon holds a Bachelor of Financial Administration Degree. She is a Fellow of CPA Australia and a Registered Tax Agent.

Sharon has been in public practice since 1979 and has also worked as an accountant in industry. She has been an employee of the firm since 1984.

Sharon provides specialist taxation knowledge, audit services and business information system solutions. She has expertise in services to large corporations, registered clubs and complex business groups.

Andrew McManus B Fin Admin Dip AgEc CPA
Andrew received his Bachelor of Financial Administration and a Diploma in Agricultural Economics from the University of New England in Armidale, and is a CPA.

He has been an accountant in public practice since 1992, first with Gowing & Co in Muswellbrook, NSW, then joining JR & Co Financial Solutions in April 2000.

Andrew specialises in taxation and GST, especially for small business and primary production clients and provides business valuations.

Briony Inman B Fin Admin CPA
Briony has a Bachelor of Financial Administration, having completed her studies at the University of New England in Armidale. She is a CPA.

Briony joined the firm in 1999.

Briony has experience in many areas of accounting and taxation, in particular GST, auditing and capital gains tax.

Karen Campling B Bus
Karen has a Bachelor of Business (Accounting) degree from Southern Cross University and an Advanced Diploma of Accounting from Coffs Harbour TAFE.

Karen has nine years experience in accounting for small business and community organisations prior to graduating and joining JR & Co Financial Solutions in March 2002.

Tim Zirkler B Bus
Tim holds a Bachelor of Business - Double Major in Accounting and Finance & Banking completed at Southern Cross University, Coffs Harbour. He began working at JR & Co Financial Solutions in 2000 during university breaks, and then joined full time as a Graduate Accountant in December 2002.

Tim’s work within the practice includes the preparation of income tax returns, business activity statements, assistance in tax planning and the preparation of financial accounts.

Tanya McManus B Bus
Tanya commenced work at JR & Co Financial Solutions in March 2003. She holds a TAFE Certificate II in Accounting and a Bachelor of Business Degree - Double Major in Accounting and Finance.

Tanya’s work areas include self managed superannuation funds, taxation and audit.

Rachel Lyons B Bus
Rachel completed a Bachelor of Business (Accounting & Finance) degree through Southern Cross University in 2003. Prior to commencing work at JR & Co Financial Solutions in February 2004, Rachel was a volunteer with Tax Help.

Rachel prepares financial accounts, income tax returns and business activity statements.

Craig Miles B Comp Sc
Craig commenced work at JR & Co Financial Solutions in January 2005. His duties include the development of software tools to enhance office productivity, maintaining software/hardware systems, and working in the area of self managed superannuation funds.

Craig has a Bachelor of Computing Science from the University of New England in Armidale. He has over ten years experience in the software development field, including four years at PriceWaterhouseCoopers.

Reigan Nugent
Reigan commenced with JR & CO Financial Solutions in 2007 in the area of Self Managed Superannuation Funds.

Reigan provides assistance and support to the specialist superannuation team in all areas.

Prior to joining JR & Co Reigan worked for a local Real Estate Agent as Property Manager and has also had prior experience in the accounting and administration areas.

Sally Curtis SA Fin
Sally joined JR & Co Financial Solutions in May 2000 initially working in the accounting area, preparing accounts and tax returns for the Self Managed Superannuation Funds and small businesses.

Sally holds an Advanced Diploma of Financial Services (Financial Planning) and is continuing with further studies in Financial Planning. As an Authorised Representative of Count Wealth Accountants, and qualified Financial Adviser, Sally focuses on preparing and implementing clients’ financial plans and overseeing the operation of the Financial Services section of the practice.

Hilary Acheson JP
Hilary commenced with JR & Co Financial Solutions in June 2004 in the area of self managed superannuation funds and subsequently moved across to the financial planning area.

Hilary holds a FINSIA Cert IV in Financial Services (Finance/Mortgage Broking) and is currently responsible for the lending and leasing function available through JR & Co. Hilary also assists Sally Curtis with the Financial Planning work and is currently studying her Diploma in Financial Services (Financial Planning).

Sharon Cormac
Sharon commenced with JR & Co Financial Solutions in August 2004 in an administrative role.

As part of the Financial Planning team Sharon provides assistance and support to the Financial Advisers for all aspects of financial services administration. Sharon has 8 years experience as a legal secretary and enjoys all areas of administration and secretarial duties.

Sally-Ann Heather
Sally Ann joined JR & Co Financial Solutions in August 2000. She is responsible for the administration of the practice. Sally Ann also assists in practice marketing and software administration.

Sally Ann has completed TAFE Certificate II in Accounting, and Certificates II, III & IV in Business (Administration).

Glenda Sambrooks
Glenda joined JR & Co Financial Solutions in February 2000 performing data entry and office administration duties. She holds a TAFE Diploma in Teaching and also has TAFE certificates in Secretarial Studies, Building Contract Management and MYOB. Glenda has many years of experience in retail & building industry management.

Glenda’s duties include data entry, management of income tax lodgements, preparation of business activity statements and trust account administration. She maintains the payroll for the clients and the practice, and the financial administration of the firm.

Jodie Dickson
Jodie joined JR & Co Financial Solutions in May 2004 as the receptionist; duties include customer service, data entry and all areas of administration. She also provides assistance and support to the Financial Advisers for all aspects of financial services administration.

Jodie has previously completed an Aussie Host Certificate in customer service.

Who is Count Financial Limited?
Count Financial Limited ABN 19 001 974 625 trading as Count Wealth Accountants is an Australian Financial Services Licensee. Count's members are all professional accountants in public practice. Count is not owned by a life insurance company, bank, or fund manager. As such, Count is free to provide advice and recommend investments which are judged to be solely in the best interests of its clients. Count was established in 1980.