Mark Caldwell | Director
BCom | FCPA
Mark is the owner of both Black & White Accounting Solutions and our financial planning branch, Black & White Financial Solutions.
Mark has over 20 year’s experience in the industry and is dedicated to providing our clients with expert advice. Mark is a specialist in Self-Managed Super (SMSF) Funds, a Small Business expert and was awarded Fellow of CPA Australia (FCPA) status in 2019. FCPAs are renowned worldwide as having gained unparalleled experience in the field of accounting and finance. FCPAs are also recognised and respected around the world as being leaders in their industries.
Mark is also a Financial Planner, independently licensed under Black & White Financial Solutions Pty Ltd.
Julie Barton | SMSF Accounting Manager
BCom | SMSF Specialist Cert. RG146
Julie is our SMSF Accounting Manager, managing over 200 Self-Managed Super Funds (SMSFs). She works alongside Mark in the day to day administration and accounting needs of our SMSF clients.
Brooke Howard | Financial Paraplanner | Compliance Officer | Administration
Brooke is a Paraplanner in our Financial Planning branch. She also manages the compliance requirements of Black & White Financial Solutions Pty Ltd as an independent licensee, and manages the day to day administration for our Financial Planning clients.
Alex Williams | Small Business Entity Accounting Manager
Alex manages the accounting requirements of our Small Business clients, including preparing tax returns, BAS and financial statements, and provides bookkeeping services to our clients.
Justin Palmer | Accountant
Justin is an Accountant, currently studying his CPA. Justin assists with the preparation of tax returns and reports for individual and business clients.
Nathan Leake | Accountant | Financial Planning Assistant
Nathan is an Accountant and Financial Planning Assistant, currently studying his Bachelor of Commerce at Uni, specialising in Financial Planning & Accounting. Nathan assists in the preparation of tax returns and assists Mark & Brooke with the administration requirements of our Financial Planning clients.
Yasmin Jenkins | Administration
BCom HR & Marketing | Cert III Business
Yasmin is the face of Black & White, being the first point of contact for our clients. Yasmin provides administrative assistance to all staff and keeps the day to day operations of the firm running smoothly.
Katherine Handley | Marketing Assistant
Cert III & IV Business
Katherine is our Marketing Assistant, looking after our online presence including our website, social media accounts and creating e-newsletters for our clients.