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Our People

We have the experience, determination and passion, working collaboratively with our clients to create and manage their wealth.

Who We Are

Our Team of Experts

Our team keep in close contact with each and every single one of our clients. We get to know them well and help them grow their business and create wealth that will literally change their lives forever.

We continue to honor the memory of founder Stephen Bailey in ensuring our staff continue to provide a service he would be proud of.

 


 

Nathan Bailey

Founder & CEO

Blake Carter CA

Snr Accountant - Registered Tax Agent

Serena Ansley

Office Manager

Carol Penstone

Carol Penstone

Snr Tax Consultant

Carol is well known in the area with over 20yrs experience here at Wealth Creation

For the past 6 year she has entered the Annual Ride for Cancer Bike event in support of Brain Cancer research after the passing of her dearly loved husband.

Carol is often referred to as the “elephant lady’ with an extensive collection in her office. 

She loves going to the gym,  travelling and  spending time with her children and growing number of grandchildren 🙂

[email protected]

Merriwa Office

Sheena McPhee IPA

Sheena McPhee IPA

Snr Accountant

Sheena has been in the tax and accounting industry since 2004. She is an entrepreneur and has a business background in investment properties/business opportunities.

She loves to travel, enjoys good food and takes an interest in fashion.  She is a mother to 3 big boys with a FIFO husband.

[email protected]

Merriwa/Osborne Park Offices

Laurinda  Ferreira CA

Laurinda Ferreira CA

Snr Accountant

​Laurinda is a Chartered accountant with 13 years’ experience advising all business types and across numerous different industries.

She loves to help clients with the basic book-keeping side of their business or the more complex matters like tax strategies, process efficiencies, cash-flow management (and everything in between). She specialises in Companies and Trusts, but happy with individuals and sole traders too.

In her private time Laurinda loves trying new cuisines and restaurants – big foodie and massive animal lover. She loves meeting new people and building lasting relationships.

[email protected]

Merriwa/Osborne Park offices

 

Venus Miller

Venus Miller

Tax Consultant

 

[email protected]

Merriwa Office

 

John Hillen

John Hillen

Chartered Accountant

 

[email protected]

Merriwa Office

 

Jarrod Flanagan Dip FMBM

Jarrod Flanagan Dip FMBM

Mortgage Broker

Martin Smith  Dip FMBM

Martin Smith Dip FMBM

Mortgage Broker

Martin has been involved in the finance industry as a Mortgage Broker since 2005, after having worked for 25 years in the retail industry for a major clothing retailer.

Originally from Victoria, he moved to WA in 1994 with wife Leanne and two young children for what we thought would be “a couple of years and then go back”, but the WA lifestyle was too good to knock back.

I moved into the mortgage broking industry once we decided that we were not moving back to Victoria and have loved it ever since.

[email protected]

David Carson BA, ADFP

David Carson BA, ADFP

Financial Advisor

David has 15 years’ experience as a Banker and Financial Planner. He holds BA and ADFP qualifications as well as being a member of FPA with a commitment to upholding high standards of compliance and ethics throughout his career.

David lives locally with his wife Sandra, and is the proud Father of Franklin and Adeline.”

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[email protected]

Lily Chiang B.Com CA

Lily Chiang B.Com CA

SMSF

Lily has over 24 years’ working experience in financial accounting and superannuation funds management. She completed a Bachelor of Commerce (Accounting) in 1996, a Graduate Diploma in Banking & Finance in 2000 and a CPA course in 2017. She is a currently a member of Chartered Accountants, having transferred from her CPA membership in 2017.

Since working from home beginning in 2007, Lily specialises in preparing financials and tax returns for self-managed superannuation funds. With her knowledge and experience, she can efficiently assist clients with all SMSF matters, including making sure audits are timely completed. She believes in providing great service to all clients and ensuring compliance with super and tax laws as well as being ethical in all accounting matters.

Lily is married with two children. She enjoys swimming and hiking at various national parks around Western Australia.

[email protected]

Violeta Pomponio

Receptionist

Kacey Gransden

Receptionist

Josie Romano

Receptionist

Whitney Armstrong

Part-time Receptionist

Moana Henry

Admin Assistant

Karolina Woodley

Support Officer - Finance Solutions

The product/services offered by Wealth Creation Accounting are not authorised by InterPrac Financial Planning. Interprac Financial Planning is not responsible for the advice/services provided by Wealth Creation Accountants.