Katie is one of InCorp Advisory’s Directors, and has more than 20 years of experience across business services and taxation. She is an expert in providing comprehensive advisory solutions to small and medium enterprises, start-ups, and subsidiaries of multinational corporations. Beginning her career as an auditor with five years of experience before transitioning to business services, she has developed extensive expertise across audit, tax advisory, and Self-Managed Superannuation Funds, bringing a well-rounded perspective to client solutions.

Katie specialises in working with SMEs, start-ups, subsidiaries of multinational corporations, and clients requiring sophisticated SMSF management and family office services. Her approach combines technical excellence with a people-focused methodology, ensuring clients receive accurate and timely advice while fostering a high-performance team culture. Coming from a family of accountants, she is committed to achieving the best outcomes for clients in a friendly and professional manner.

Qualifications / Professional Memberships

• Graduate Diploma of Chartered Accounting, Institute of Chartered Accountants Australia (2007-2009)
• Bachelor of Commerce (BCom), Accounting and Finance, The University of Western Australia (2003-2005)
• South Australian Matriculation, Taylors College, Kuala Lumpur (2002)
  
  

Professional Memberships

• Member, Chartered Accountants Australia and New Zealand
  
  

Areas of Specialisation

• Tax Management and Strategic Planning
• Self-Managed Superannuation Fund Advisory
• Family Office Function and Comprehensive Financial Management
• Small Business CGT Concessions and Restructure Rollover Provisions
• Tax Optimisation and Compliance Management
• Best Practice Structuring for Asset Protection
• Team Management and Process Development
• Audit and Assurance Services

Katie believes in delivering comprehensive financial solutions that combine technical expertise with genuine care for client outcomes, ensuring efficient and effective management of accounting and tax obligations. Her approach focuses on strategic restructuring opportunities that deliver substantial tax savings, reduced compliance costs, and enhanced asset protection for clients. She is particularly passionate about process development, team management, and creating the right culture for high-performance teams.

Katie’s expertise in family office functions enables her to provide holistic financial management services, from traditional accounting to strategic financial planning and risk management, ensuring the overall financial well-being of her clients while navigating complex regulatory environments.