Our People

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.

Business Advisory

  • Tax advice
  • Purchase / Sale of business
  • Business structures
  • Assistance with business funding

Financial services

  • Superannuation advice
  • Retirement and estate planning
  • Investment advice
  • Income protection and life

Bookkeeping Services

We use Xero and MYOB in the cloud to keep your data up-to-date, secure and accessible.