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Jeffrey Carlos

QUALIFICATIONS & PROFESSIONAL AFFILIATIONS

Bachelor of Business Degree (1979).
Fellow of The Institute of Chartered Accountants in Australia (1982).
Certified Practising Accountant of the Australian Society of Certified Practising Accountants.
Member of The Institute of Management Consultants in Australia.
Fellow of the Taxation Institute of Australia.
Registered Company Auditor.  

PRESENT POSITION

Partner, Kennas 

CAREER SUMMARY & EXPERIENCE

Commenced employment with Joseph Kenna & Co. following completion of Tertiary studies in 1979.
Completed post graduate Professional Year through the Institute of Chartered Accountants in Australia and was admitted as a member in 1982.
Joined the partnership of Joseph Kenna & Co in 1987.
Experience gained in both tax planning and management consulting to a broad group of commercial, professional and rural businesses.
In recent years part of the Business Services & Superannuation Divisions with the firm.
Services provided include the preparation of business Diagnostic Reports and Financial Health Assessments, Business Plans, Strategic Plans, Profit Improvement Strategies, Business Valuations and Audit of Self Managed Superannuation Funds. 

INDUSTRY EXPERIENCE

  • Self Managed Superannuation Funds
  • Audit and Assurance
  • Medical Specialists and General Practitioners
  • Rural
  • Manufacturing - Industrial and Food
  • Building and Construction
  • Cabinetmaking
  • Hotels and Restaurants
  • Wholesaling
  • Real Estate Agencies
  • Travel Agencies
  • Property Development
  • Legal Practitioners

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Darren Smith

QUALIFICATIONS & PROFESSIONAL AFFILIATIONS

Bachelor of Business Degree (1987).
Chartered Accountant (1991).
Diploma Financial Services (FP) (2008). 

PRESENT POSITION

Partner, Kennas

CAREER SUMMARY & EXPERIENCE

Darren is a Chartered Accountant, Financial Planner and business success expert (and one of only a few people in Central Queensland who has these multiple qualifications). He has been pro-actively helping business owners grow their skills, sales, and profits for 30 years. He often gets involved when other accountants cannot solve businesses or financial issues, or overcome key challenges, and he finds real world and timely solutions for his business clients.

 

Darren has 20 years of experience being involved with managing Kennas accounting and business advisory services. Kennas is one of the most successful businesses in Central Queensland and has been operating for over 120 years. Darren shares the secrets of Kennas success with his many business clients, to help shape their financial and business success.

 

He has recently undertaken sales training to further enhance his business skills. Darren's tax expertise is evidenced by his placing in the top 5% of Australian students during his CA study. He also regularly carries out for Kennas, clients and business associations, training sessions covering areas such as leadership, marketing, personal development, business success and of course tax planning and tax control.

 

Darren maintains a keen interest in the community sector and working with many not for profit organisations, to help strengthen financial governance and ensure long term survival. Among the many positions he holds at present is president of Rockhampton Cricket, and director of Central Queensland Indigenous Development (which is one of the largest indigenous organisations in Central Queensland).

 

Kenna's expertise is renowned throughout our clients and professional network. Kennas partners maintain extensive professional education, and regularly have nationally recognised experts provide in depth training to our team in Rockhampton. Darren regularly attends both technical training and business development seminars to make sure he is a leading business and tax adviser in Central Queensland.

 

Why choose a Chartered Accountant?

The Chartered Accountant designation is recognised as the world's leading accounting qualification, demanding the highest level of technical and professional expertise in order to pass the comprehensive and rigorous admission requirements.

 

What this means is that Chartered Accountants are at the leading edge of modern business practice with the highest level of technical expertise available, and can provide clients with a full range of professional business services. Chartered Accountants are among the most highly qualified and respected group of business, tax and financial advisers in Australia.


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Helen Warnock

QUALIFICATIONS & PROFESSIONAL AFFILIATIONS

Bachelor of Business Degree (1984).
Fellow of the Institute of Chartered Accountants (1987).
Graduate Diploma of Taxation (1993).

PRESENT POSITION

Partner, Kennas

CAREER SUMMARY & EXPERIENCE

Helen is a Kennas partner, Chartered Accountant, and Agri Business specialist. She has been involved in helping clients who rely on the land for their living for over 30 years, and she is heavily involved in helping manage her family's rural property. Helen lives the talk, not just walks the talk, making her exceptionally qualified to advise on all farm business, accounting and succession planning issues and challenges. Helen also recently completed the RCS Grazing for Profit School and Next Steps Program and is currently enjoying being part of the ExecutiveLink program.  These programs have given her farm management knowledge outside the realms of just the finances.

 

Helen is one of only a few advisers in Central Queensland who is an accredited Phoenix expert (which is a leading rural accounting software program). She is a member of several rural industry associations including Agforce, and is on the board of the Queensland Regional and Remote Women's networking group. She has a keen understanding of rural industry, issues, challenges and how to improve farm financial and business success. Helen has real life experience and unrivalled client expertise in QRIDA loans, running a farming business, managing finances and financial reporting, dealing with banks, accounting software, minimising and managing tax,  and cashflow planning issues. Farm succession and understanding how to structure this for the benefit of all family members, is a particular area Helen loves to get involved with, and has firsthand experience through her own family affairs, and many clients she has helped, through what can be a difficult pathway.

 

Helen regularly travels across Central Queensland, making it easy for her clients to catch up with her on a regular basis. When you need urgent assistance, Helen or a fellow Kennas partner can quickly organise a face to face meeting across Central Queensland, which is a key reason our clients choose to use Kennas.

 

Kenna's expertise is also renowned throughout our clients and professional network. Kennas partners maintain extensive professional education, and regularly have nationally recognised experts provide in depth training to our team in Rockhampton. Helen has also undertaken additional higher university training to further enhance her specialist tax skills for the benefit of her clients.

 

Why choose a Chartered Accountant?

The Chartered Accountant designation is recognised as the world's leading accounting qualification, demanding the highest level of technical and professional expertise in order to pass the comprehensive and rigorous admission requirements.

 

What this means is that Chartered Accountants are at the leading edge of modern business practice with the highest level of technical expertise available, and can provide clients with a full range of professional business services. Chartered Accountants are among the most highly qualified and respected group of business, tax and financial advisers in Australia.


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Naeema McDonald

QUALIFICATIONS & PROFESSIONAL AFFILIATIONS

Bachelor of Business Degree (1993)
Fellow of the Institute of Chartered Accountants (2008)

Chartered Accountant SMSF Specialist (2012)

Self Managed Superannuation Fund Specialist Advisor (2014)

 

PRESENT POSITION

Partner, Kennas

Director, Kennas Financial Services Pty Ltd

CAREER SUMMARY & EXPERIENCE

Naeema is a Chartered Accountant and SMSF Specialist (and one of only a few people between the Sunshine Coast and Townsville with this dual qualification). She has been pro-actively helping clients with tax, wealth creation, superannuation and retirement planning advice and solutions for over 20 years. Naeema specialises in helping clients achieve financial success through high level expert advice to help protect wealth, grow wealth, and minimise and control tax.

 

Naeema specialises in working with health, small business and high net worth clients. She is a Self Managed Super Fund expert and manages the Kennas SMSF team, helping hundreds of Kennas clients navigate successfully through the sometimes complex tax and superannuation industry rules, while clients manage and grow their investments. Naeema has an extraordinary understanding of personal, business and SMSF tax rules and pro actively advises clients on how to minimise clients tax payable and control their tax situation.

Naeema is a Yeppoon local and is heavily involved in the community through her previous position on the Executive Committee of the Taranganba State School P & C and her ongoing position on the Red Shield Yeppoon board.  Being a local she understands key issues and challenges of living and running a business in the Yeppoon area. 

Kenna's expertise is renowned throughout our clients and professional network. Kennas partners maintain extensive professional education, and regularly have nationally recognised experts provide in depth training to our team in Rockhampton. Naeema regularly attends both technical tax training, and SMSF seminars, to make sure she is a leading superannuation and tax adviser in Central Queensland.

 

WHY CHOOSE A CHARTERED ACCOUNTANT?

The Chartered Accountant designation is recognised as the world's leading accounting qualification, demanding the highest level of technical and professional expertise in order to pass the comprehensive and rigorous admission requirements.

 

What this means is that Chartered Accountants are at the leading edge of modern business practice with the highest level of technical expertise available, and can provide clients with a full range of professional business services. Chartered Accountants are among the most highly qualified and respected group of business, tax and financial advisers in Australia.

 


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ANDREW LANDSBERG

QUALIFICATIONS & PROFESSIONAL AFFILIATIONS

Bachelor of Business (Accounting) with Distinction Degree (2000)
Graduate Diploma (ICAA) (2003)
Member of The Institute of Chartered Accountants in Australia (2003) CA
Diploma of Financial Services (Financial Planning) (2010)
Member of Financial Planning Association of Australia (2011) AFP 

PRESENT POSITION

Partner, Kennas
Director, Kennas Financial Services Pty Ltd
Representative, Kennas Financial Services Pty Ltd  

CAREER SUMMARY & EXPERIENCE

Employed as an Accountant with Kennas from 29 November 1999 to 30 June 2010.
Representative of Kennas Financial Services Pty Ltd from 15 June 2010.
Admitted as a Partner of Kennas from 1 July 2010.
Appointed as a Director of Kennas Financial Services Pty Ltd from 1 July 2010.

Experienced in advising small business clients on a range of taxation, business advisory and estate planning issues. Experience includes the preparation of Income Tax Returns, Business Activity Statements, Fringe Benefit Tax Returns and Financial Statements for structures including Individuals, Partnerships, Trusts, Companies and Deceased Estates.

Experienced in advising clients on wealth creation, superannuation and retirement planning strategies.

INDUSTRY EXPERIENCE

  • Rural
  • Retail
  • Taxi Operators
  • Newsagencies
  • Legal Practitioners
  • Medical Specialists
  • Dental Practitioners
  • Service Industries

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PETER SHONHAN

QUALIFICATIONS & PROFESSIONAL AFFILIATIONS

Bachelor of Business (Accounting) with Distinction Degree - CQU (2004)

Chartered Accountant (2008)

PRESENT POSITION

Partner, Kennas
Director, Kennas Financial Services Pty Ltd  

CAREER SUMMARY & EXPERIENCE

Started career at Kennas in 2004 and admitted as a Partner from 1 July 2015.

Experience in advising small & medium enterprises on a wide range of taxation, business advisory and estate planning issues including preparation of Income Tax Returns, BAS & Financial Statements for all entities.

Experience in advising clients on how to grow their business through financial budgeting, reporting and monitoring along with consulting on best practice.

Acts as an external financial adviser to a wide range of clients and assists them with their operational financial matters. 

Industry Experience
  • Retail
  • Professional Services
  • Agriculture
  • Manufacturing
  • Construction
  • Mining

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Brent Giles

QUALIFICATIONS & PROFESSIONAL AFFILIATIONS

Bachelor of Business (Accounting) with Distinction Degree (2007)
Diploma of Financial Services (Financial Planning)
(2008) 
Advanced Diploma of Financial Services (Financial Planning)
(2009) 
Life Risk Specialist LRS®
(2010)
Certified Financial Planner CFP®
(2011) 

PRESENT POSITION

Partner, Kennas
Director, Kennas Financial Services Pty Ltd
Representative, Kennas Financial Services Pty Ltd  

CAREER SUMMARY & EXPERIENCE

As a Director of Kennas Financial Services Pty Ltd, Brent is responsible for the development and delivery of innovative and individually tailored financial solutions to clients, specialising in rural, health, and high net worth clients, as well as working with many small business owners.

 

Brent's skills in providing high level strategic advice, financial review and guidance across the full spectrum of financial planning and wealth management have been developed over a decade of providing financial advice and service to Central Queenslanders.

 

Brent fully understands the wealth creation issues important to his clients by focussing on people, not products and has been committed to building and servicing long term relationships. Brent's unquestionable ethics and deep knowledge and insight on the financial markets and key industry issues set him apart in the financial planning industry.

 

As the only listed Financial Planner in Central Queensland who is both a Certified Financial Planner CFP® and Life Risk Specialist, Brent is very highly qualified to ensure you receive the best possible advice for your situation. 

 

In addition to his passion for financial planning and helping clients fulfil lifelong objectives, Brent's other passions include golf, soccer and his family (not in that order).  Brent has strong community ties, coaching junior soccer, holding a committee position with Rockhampton Grammar School Dance and Musical Theatre Academy and being instrumental in the establishment of Rockhampton's only dance "Summer School".


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Corrine Gyuris

Coming Soon.

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