About Us

Jillian holds a Bachelors Degree in Business (Accounting & Advanced Accounting), as well as a Certificate IV in Bookkeeping. Jillian is a Certified BAS Agent, Xero Advisor and qualified Financial Counsellor. In addition to these qualifications, her work experience includes 7+ years in Public Practice Accounting (business + tax) and 5+ years as an accounts consultant, bookkeeper and personal accountant/financial administrator.

In another life, Jillian also owned a successful retail business which she sold. Her passion for business, the entrepreneurial mind and being part of the driving force behind new business, has created a strong, unwavering work ethic.

In any spare time, she’ll be spending time with her young daughter and partner Alex, trying to be someone who is ‘outdoorsy’ or cooking up a storm in the kitchen.

With these extensive, financially focused skills, and the view that each person’s life up until this point gives them ‘a set of skills unique only to them’, she began personal financial project management. Since then she has enjoyed working as a high-level financial administrator and accountant for high wealth clients initially referred by tax colleagues. Being a service with highly sensitive information this requires a very hands on practical approach which means there are only limited spaces available for further ongoing clients. Please contact us soon to have an initial discussion about beginning a professional relationship that benefits you for 2024 and beyond.