Richard Hale – Managing Director
B.Bus (Accounting), Dip.FP, Chartered Accountant
Richard commenced in public practice in Kingston in 1997. He has a passion for small business and advises in the fields of taxation compliance and minimisation, business structures, buying and selling a business etc. “I am good with numbers but my motivation is the people who are behind these numbers - my clients, employees and associates.”
Rosie Johnson – SMSF and Financial Advisor
B.Com (Accounting), Dip.FP,Chartered Accountant
Rosie joined the firm in 2011 after moving from Albury Wodonga where she spent the last 10 years in a large accounting practice specialising in compliance and audit of Self Managed Super Funds. Her role here was initially concerned with SMSFs and she is now also a qualified financial advisor.
Erika Wallhead – Senior Accountant
B.Com (Accounting & Arts), Chartered Accountant
Erika joined Hale Financial in 2017. She has a broad range of experience in accounting, finance and internal
audit. Erika spent the last five years employed in public practice and has gained significant experience
working with a diverse range of small and medium businesses. She is also highly experienced with Xero
and brings a wealth of cloud accounting experience to her clients.
Jenny Leitch – Senior Accountant and Xero Consultant
B.Com (Accounting & Finance) Dip.FP
Jenny joined the firm this year after leaving a Finance Officer role with a not-for-profit association. She has
extensive experience having worked in accounting, financial planning, taxation and bookkeeping, meeting
the needs of a diverse mix of individuals and businesses. Jenny is also an accredited Xero consultant.
Leanne Gill – Office Administrator and Bookkeeper
Leanne was known to us for more than a decade as a part-owner of a successful business that was a long-term client of the firm until it was sold. Consequently she has a practical understanding and knowledge of business issues. Leanne is experienced with the use of MYOB and provides bookkeeping services to our clients.
Yuni Kang – Junior Accountant
B.Sc (Civil Engineering), MPA
Yuni joined us in 2017 after completing a Master’s degree in Professional Accounting at the University of Tasmania. She is currently pursuing a CPA qualification. Yuni is passionate about taxation. She completed a degree in civil engineering at the University of Washington in Seattle, USA.