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.
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 🙂
Merriwa Office
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.
Sheena is an experienced XERO Advisor who can tailor bookkeeping packages through XERO for any business size and structure. Ask her about this in your next appointment, or email her if you would like to get a quote.
Merriwa/Osborne Park Offices
Laurinda Ferreira CA
Chartered Accountant
She loves helping clients with book-keeping packages and business advice, to more complex matters like tax strategies, process efficiencies, cash-flow management etc.
She specialises in companies and trust, but love helping sole traders and partnerships too. Her strength lies in building relationships and listening to her clients needs.
Merriwa/Osborne Park offices
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.
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.
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.
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.