Led by owners Terry Dewing and Jeni Wilcock, the Sullivan Dewing team work closely with clients to help them build their business, reduce tax and grow their wealth.
Terry is a Director and founder of Sullivan Dewing, with many years experience working with clients to build more profitable businesses, reduce tax and create personal wealth. He specialises in taxation advice and the application of Capital Gains Tax. He has extensive knowledge on Self-Managed Super Funds (SMSF), including advice as to how a fund can borrow money to buy property as a strategy for creating wealth to plan for a comfortable retirement. Terry's focus is on achieving the best outcome for his clients every time. His knowledge, skills and wisdom are essential to the success of our clients and the development of our team. He is a Chartered Accountant, Chartered Tax Adviser, CA SMSF Specialist, ASIC registered SMSF Auditor and completed his Diploma of Financial Planning. Terry was awarded Business Person of the year in the Sutherland Shire Local Business Awards and Business Leader South East Sydney Region of the NSW Business Chamber Awards.
Terry enjoys surfing, skiing and stand up paddle boarding around the beautiful bays of Cronulla.
Jeni Wilcock is one of the dedicated, enthusiastic Directors of Sullivan Dewing. Jeni uses her passion, enthusiasm and common sense approach to help business owners and individuals achieve fabulous financial results. She specialises in breaking down the accounting jargon and producing clear and simple strategies to help businesses improve revenue, increase profit, manage cash flow and legally reduce tax. Her focus is on getting the business structure right, making sure the business is producing the right amount of profit, then getting the profit out of the business tax effectively, to create personal wealth.
Jeni is a CA, holding both an Accounting degree and Honors degree in International Business. She is a Chartered Tax Advisor, Tax Agent & ASIC Registered SMSF Auditor. Jeni has completed her Diploma of Financial Planning.
Outside of work, Jeni enjoys netball, skiing and spending time with her energetic family.
Heather Locker is Principal at Sullivan Dewing with a vast knowledge of business, taxation and accounting. Heather works closely with her clients to ensure they are financial well organised and not paying anymore tax than is required. Heather has her CA SMSF Specialisation qualification and is works closely with self managed superannuation clients to ensure their retirement funds comply with the complicated superannuation legislation. In addition Heather has completed her Diploma of Financial Planning.
Heather enjoys an active life outside of work spending time with her children and husband.
Jennifer Palmer is Principal at Sullivan Dewing, with experience as a business professional in a number of industries including professional services, finance, telecommunications, consumer healthcare and fast moving consumer goods. She is responsible for the development and implementation of growth strategies for Sullivan Dewing and clients.
Outside of work Jennifer is actively involved playing hockey, walking her whippets and keeping up with her energetic family of boys!
Natalie Murphy is one of our wonderful Client Managers at Sullivan Dewing with extensive knowledge and expertise in taxation and accounting. Natalie enjoys building strong relationships with clients to ensure they become financially well organised, building profit, saving tax and creating personal wealth.
When not at work Natalie enjoys an active lifestyle and recently completed a half marathon. She loves spending time with her husband and gorgeous girls.
Gina Naumoska is a Client Manager at Sullivan Dewing, initially starting her career with KPMG Peat Marwick and now with over 20 years of experience in small business, taxation and superannuation. She is passionate about making a difference, ensuring all her clients are financially well organised, reaching their business and personal wealth goals. Gina specialises in Self Managed Super Funds establishing the structures required to comply with legislation.
Gina is a fun loving person who enjoys the great outdoors and spending time with family and friends.
Client ManagerMatt is a one of our Client Managers with extensive experience in taxation and accounting working with a wide range of clients. Matt enjoys working with clients to ensure they achieve the best financial outcome every time!
SMSF Specialist AccountantJanelle is our SMSF specialist accountant working on all facets of superannuation including the establishment and compliance of SMSFs. Janelle ensures our clients tick all the boxes when it comes to SMSF compliance.
Client ManagerDana is one of our awesome chartered accountants. Among the many tasks Dana prepares financial accounts and income tax returns for individuals, trusts and companies. When it comes to software and digital technology Dana is our champion!
Philippa Pearson is one of our incredible accountants who enjoys breaking down the accounting jargon and making it simple for our clients! Philippa helps the team in a range of activities including preparation of financial accounts, income tax returns for individuals, companies and trusts.
Outside of work Philippa enjoys fancy food, wine and fashion. She loves going on camper van adventures with her beautiful kids, husband and fur baby!
Our awesome administration team assist every step of the way. Pictured left to right; Sue Cross, Gai Forest, Catriona Crawford and Jill Dixon.