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Our Team

It is said that your greatest business asset is your team. Our business philosophy has attracted some of the best people an accounting firm can have, and this is reflected in the average length of service – almost 12 years. This not only benefits our clients from the vast experience our team has, but you can also have the confidence that as you progress on your journey to success, the same people will be with you all the way.

Rob Shelton

Robert Shelton FCA

Managing Director

Rob loves helping businesses to thrive! … And it’s not just the business part: people own and run businesses, so it’s actually all about people. Helping clients achieve their goals, in business and life, is so satisfying. For our clients to sleep well at night knowing the complex world is being sorted out with our help: that’s rewarding in a way that money cannot count.

His expertise is in small to medium business strategy, valuations, business coaching, mergers, acquisitions and alliances, and taxation.

He is a big believer in education and co-leads our Boardroom Briefings series at DFK Everalls.
Rob has also created a business growth programme for small to medium sized business that targets strategy, business value drivers, and planning for clients to achieve better, stronger businesses and achieve their goals.

In the current COVID environment, Rob is also leading the “emerging” programme for business to recover and flourish in these new conditions.

After more than 10 years on the Board of DFK Australia-New Zealand Ltd including three years as Chairman; and a further 3 years on the Executive Board of DFK International, Rob has particular skills in Board level advice, governance and strategy. These experiences provide a wide perspective to issues faced even by local businesses. Rob is very actively involved on several client boards, and also on some non-profit boards.

Using 30 years of business observations, working with too many people to count, making a positive difference to their futures… That’s what gets Rob into work every day. It’s not academic either… As the owner and director of this business Rob has to be an athlete as well as a coach! He understands the depth and weight of business, tax and retirement issues, because he has to deal with them in his daily life too.

Speaking of depth, you may not know this fun fact, but Rob is a long time scuba diver and has had the great opportunity to explore some of Australia’s and the world’s great diving locations. This hobby doesn’t sit well with his other passion: riding his motorbike to tour the countryside. Rob is still trying to work out how to carry all the bulky scuba gear on the motorbike…?!

Melissa Portrait

Melissa Healy FCA

Director

Expert subject:
Business Management and Strategy
Risk Management and Asset Protection
Tax Planning

Qualifications:
Bachelor of Commerce (ANU)
Fellow of Chartered Accountants in Australia & New Zealand (FCA)
Graduate of the Australian Institute of Company Directors (GAICD)
Graduate Diploma in Financial Planning (FINSIA)
Certificate IV in Residential Building and Construction (CIT)

Joined DFK Everalls in 2000

Jason Griffiths

Jason Griffiths CA

Director

Expert subject:
Australian Tax Law
Business Taxation

Qualifications
Bachelor of Commerce and Accounting (ANU)
Chartered Accountant (CA)

Joined DFK Everalls in 2010

Marnie Braithwaite

Marnie Braithwaite CA

Senior Manager

Marnie is one of our senior managers and joined DFK Everalls in 2013. She is a Chartered Accountant and is an expert in Business Taxation & Accounting as well as personal income tax.
She is a graduate of ANU in both Commerce and Economics. She’s a Canberra local and while she worked for a number of years in Sydney in a large accounting firm, Canberra is her hometown and she enjoys being part of the community.

Her superpower is making sense of numbers – your numbers. She is also a superior organiser, Marie Kondo would be in awe of what Marnie can do with your numbers and structuring your accounts – it is a thing of joy! Her clients rely on her to help get their affairs in order and importantly correct. One of her clients has been known to say “I don’t need to worry about that, as I have a Marnie”.

Marnie’s attention to detail and high quality service to clients is legendary in our office and is therefore an inspiration and great mentor to the graduate accountants in our firm!
She loves being part of a bigger team than helps each other and has the common goal to have a happy workplace, working smarter and thus doing a great job for our clients to make their lives better.

Prichie-Dunn

Prichie Dunn CA

Senior Manager

Prichie, our Senior Manager, joined DFK Everalls in 1999. She is our SMSF Specialist helping clients with their retirement plans and management of their SMSFs. Prichie is also highly experienced with providing Personal and Business Tax and Accounting services. She also provides strategic business development advisory services for small and medium business clients to help them build a better business.

Prichie is highly qualified with a Bachelor of Business and a Diploma in Financial Planning. She is also a Chartered Accountant and an SPAA SMSF Specialist Advisor.

Prichie is one of our longest serving team members. There are many things that she loves about working at DFK Everalls, but she especially loves the values that all members of our team believe in – professionalism, respect for each other and our clients as well as genuine care and concern for our team and our clients.

She also likes that we never forget to have fun at work. Enjoying our jobs and our work for you, our clients is very important to the DFK Everalls team.

It’s no wonder that Prichie loves seeing your business or retirement nest egg grow, she is also an avid green thumb, supporting & nurturing things to grow is part of her DNA.

Melissa-Deihl

Melissa Walton CA

Senior Manager

Melissa, joined DFK Everalls as an Undergraduate in 2011 and has worked her way up to be a Client Relationship Manager. She is now a Chartered Accountant who originally completed her Commerce degree at ANU while working and studying part time.

Melissa is our Cloud Accounting champion. With more and more of our financial and accounting tools operating in the cloud, Melissa is our go to expert for this kind of technology. She also is an expert in Business Accounting and Taxation.

Melissa has grown personally and professionally by building strong networks in the Canberra area and is an active member of the Canberra business community. She thrives on meeting new people and working with a variety of businesses.

Melissa loves this aspect of her role at DFK Everalls, meeting and working with like-minded business people, helping them to grow and improve their business. Clients love the way she gets things done, and she enjoys explaining the technicalities of accounting and tax in Plain English to just about anyone that will listen!

When not at work, Melissa enjoys the great outdoors, either hiking or taking in the beauty of the south coast.

Make sure you look out for her at your next Canberra networking event and say hi!

grant-vikkers

Grant Vickers CA

Senior Manager

Grant joined DFKE in September 2019, after working with Canberra clients in various capacities for the past 15 years. Initially as a Financial Advisor, and then moving to accounting, Grant has experience in a broad range of disciplines including business structuring advice, valuations, superannuation and tax compliance.

He loves to help clients solve problems in their business. From tradies who are growing fast and need help putting in processes so they can get back to doing the part of the business they love and have a manager look after the stuff they don’t, to working with consultants looking to maximise their profit and plan for a future transition out of their business.

Grant is the person you need on your team as you navigate these complex issues of balanced growth and profit as they arise in your business.

When he is not problem solving, Grant loves to play golf and travel. Maybe you might see him hitting a round at Yowani sometime soon.

Anne-Geraghty

Anne Geraghty CA

Manager

Anne Geraghty joined DFK Everalls in 2011 and is one of our Client Relationship Managers and specialises in Self Managed Super Funds and Investment companies & trusts.

She is a Chartered Accountant and has also completed a SMSF Specialist qualification, contributing to the depth of SMSF knowledge and experience at DFK Everalls.

When it comes to working for her clients, one of Anne’s favourite tools is Class which helps keeps client’s investments and super account balances up to date for them. Everything is at her fingertips.

Anne grew up and went to school in Coonabarabran. Her love for travel took her to Mexico for exchange school and then the UK for two years. She has settled into lovely Canberra, with DFK Everalls!

Anne enjoys working at DFK Everalls because of the people. Everyone in her team works well together and are there to help each other focus positive energy on their clients.

This positive energy is reflected in Anne’s outside work interests, she is a keen sportswoman in a variety of activities, plus she has continued her love of travel to exotic locations.

Karen-Buick

Karen Buick

Manager

Karen, is one of our Client Managers and has been with DFK Everalls since 2000.

She is our Personal Tax Returns specialist and looks after a lot of our Investor, Consultant, Sole Trader and Non-resident clients. Karen is also our in-house expert for Defence Personnel as well as all rental property issues and for capital gains tax on the sale of investments.

Karen has a wealth of experience having dealt with a wide variety of individual tax return issues over the years. She enjoys working with clients to ensure their tax returns are completed on time and correctly with everything they are eligible to claim thereby minimising their tax obligations.

Karen loves the supportive environment at DFK Everalls where all members of the team work together to achieve great outcomes for our clients.

Whilst Karen has lived and worked in many parts of Australia, including a stint on Christmas Island, we think she must have particularly loved living south of the border as AFL is a favourite footie code of hers

Bob

Bob Chen

Financial Planner - Everalls Wealth Management

Justin

Justin Cornock

Finance Broker, Everalls Finance Broking

Liyana

Liyana Tai

Graduate Accountant

Shiela-Mendiola

Sheila Mendiola CPA

Accountant

Qualifications:
Bachelor in Accountancy (magna cum laude)
Certified Practicing Accountant (CPA Philippines)

Joined DFK Everalls in 2018

We speak your language:
Tagalog (Phillipines)

Bernardo-Dizon

Bernardo Dizon CPA

Accountant

Qualifications:
Bachelor of Accountancy
Master of Business Administration (MBA)

Joined DFK Everalls in 2018

We speak your language:
Tagalog (Phillipines)

Lavennia Carbonnell

Lavennia Carbonnell

Accountant

Qualifications:
Bachelor of Accountancy

Joined DFK Everalls in 2018

We speak your language:
Tagalog (Phillipines)

JulieOGorman

Julie O’Gorman

Office Manager

Joined DFK Everalls in 2015

Mandy Phillipse

Mandy Philipse

Administration Assistant

Joined DFK Everalls in 1994

Colleen-Smith

Coleen Smith

Accounting Support Officer

Joined DFK Everalls in 2013

'Gorman

Katy O’Gorman

Accounting Support Officer

Ivette Portait

Ivette Alonso

Personal Assistant

Ivette is our ‘woman behind the scenes’ making sure all Directors are under control and keeping things running smoothly and efficiently. Ivette is the Personal Assistant to the Directors, so she is across many things at one time – which makes her job challenging, but exciting at the same time. She never gets bored!

Ivette loves that Everalls has a fun side to the job. It’s not always about being serious! She feels being able to be yourself in the workplace, really makes a difference to work efficiency. Ivette loves the good banter and relaxed atmosphere (when it’s not tax deadline of course) of working at Everalls.

She loves that Everalls will not only help her achieve her goals within the workplace, but her personal ones too. It really shows that each person on the team matters.

She appreciates that at Everalls, acknowledgement is never lacking and you are appreciated for your hard work and efforts.

Ivette is from Spanish heritage. Hard work, honesty, loyalty and teamwork are just a few things that drive her.

When she is not working hard at Everalls, Ivette likes to spend time with family, friends – and her fur babies. She enjoys weekends away camping and eating new and exciting foods!

Client success

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