About Sullivan Rees
Our History & Our People
Sullivan Rees was founded in the 1920’s by Charles Beer in Murwillumbah.
The firm has seen many changes over the years and was acquired by the current Directors Michael Lucas and James Sullivan in 1996.
Since 1996, the firm has enjoyed significant growth and success due to its ability to retain clients by providing a personalised and consistent service.
Meet our people
James Sullivan – Director CPA, BCOM Prior to joining the firm in 1996, James worked with a CA firm in Brisbane for 5 years and spent two years as a financial controller at a quarrying and earthmoving company.
He specialises in Taxation (Income Tax, CGT and GST) with a focus on construction, property development and civil contracting.
Michael Lucas – Director CPA, BBUS
Michael joined Sullivan Rees in 1983, after two years of experience in audit in Sydney.
He became a Director in 1996, and currently specialises in Superannuation and Taxation – Income Tax, CGT, and GST.
Stephen Brotherton BBUS – Senior Consultant
Stephen joined Sullivan Rees in 1990.
He has over 30 years of experience in the industry and specialises in Retirees and Individual Income Tax Returns.
Jodi Smith BBUS – Consultant
Jodi has 7 years of accounting and tax experience.
She is currently undertaking the CPA course and specialises in Small Business and Superannuation Funds.
Joanne Baker – Office Administration
Joanne has been with the firm for many years and is responsible for all administrative duties, including liaising with the ATO and ASIC on behalf of clients.
Jacci McDonald Reception Secretarial
Jacci has been with the firm for over six years, and is responsible for liaising between clients and the ATO, as well as all administration duties.
Louise Turner Louise joined Sullivan Rees in 2010 and has just recently completed her B.Bus at Southern Cross University. Louise assists James in preparing financial statements, income tax returns and business activity statements.
Sullivan Rees in Coolangatta, Gold Coast, QLD is in the category of Accountants Specialising in Tax Planning, Accounting, Wealth Management.
Other services by Sullivan Rees include .
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Services
Accounting Services Business Support Company Secretarial Finance Services Taxation Services Specialist Services Managing your wealth Free Consultation Services