STEPHEN LAMBOURNE Founding Partner

EXPERIENCE
Stephen is a founding Partner of the practice and has over 44+ years’ experience in the industry. Stephen offers a broad range of accounting and taxation expertise and specialises in property transactions for development and investment. Stephen provides specialist support advice to solicitors in the area of family law.

KEY QUALIFICATIONS
Fellow of Chartered Accountants Australia & New Zealand, Justice of the Peace, Registered Tax Agent, Bachelor of Commerce.

SPECIALISES IN
Helping clients develop their business and grow their assets.

GETS A BUZZ FROM
Spending time in Noosa. It offers the best climate, beaches and food in the world and best of all it is easy to travel to.

AT WEEKENDS YOU MAY FIND HIM
Relaxing with his family and spending time at his work farm.

SCOTT LUCAS Founding Partner

EXPERIENCE
Helped found the company from 1986 and has been in the industry for a few years longer than that!

KEY QUALIFICATIONS
Fellow of Chartered Accountants Australia & New Zealand, ASIC Registered Company Auditor, Certified Financial Planner, SMSF Association SMSF Specialist Advisor, SMSF Association SMSF Specialist Auditor, ASIC Registered SMSF Auditor, Graduate of the Australian Institute of Company Directors, Registered Tax Agent, Justice of the Peace, Bachelor of Commerce.

SPECIALISES IN
Estate planning & succession.

GETS A BUZZ FROM
Assisting clients in achieving their goals or solving their problems – at a company that has grown organically but retained its original values of quality & service.

AT WEEKENDS YOU MAY FIND HIM
Getting active in some way – probably walking or surfing.

PAUL FRANKS Partner

EXPERIENCE
In the industry since 1990 – and with Lambourne since 1997.

KEY QUALIFICATIONS
Member of Chartered Accountants Australia & New Zealand, Certified Tax Accountant, ASIC Registered SMSF Auditor, Registered Tax Agent, Justice of the Peace, Bachelor of Commerce.

SPECIALISES IN
Business structuring & assisting in growing businesses, with specialist skills in medical services, real estate, child care & construction.

GETS A BUZZ FROM
Helping businesses improve their financial positions over time by assisting in the strategic decision-making; and the laid back but client-centric focus at Lambourne.

AT WEEKENDS YOU MAY FIND HIM
With the family or getting active outdoors, training for Ironman triathlons; sometimes up in Byron Bay, the Whitsundays, or the Snowy Mountains.

JASON GINNS Partner

EXPERIENCE
Started out in the industry in 1993 – and at Lambourne since 2003.

KEY QUALIFICATIONS
Fellow of CPA Australia, ASIC Registered SMSF Auditor, Bachelor of Commerce.

SPECIALISES IN
As the son of a brickie, and brother of an award winning builder, Jason has an in-depth knowledge and interest in advising clients in the building and construction industry, property development, and property investment areas. If it’s related to property, whether residential or commercial, development or investment, then its important you have an expert on guide you through the complexities of these areas.

GETS A BUZZ FROM
Providing personalised service & assisting clients to be successful so that they & their families can enjoy their lives now & in the future.

AT WEEKENDS YOU MAY FIND HIM
Watching sport during the winter, including the Newcastle Knights, South Newcastle Lions, or my daughters at the local netball. Over summer a swim at Merewether Baths or any local beach, a few beers with mates, and if I get the chance a trip to Merimbula down the Far South Coast is a bonus.

CHAD STEAD Partner

EXPERIENCE
Over two decades in the industry – all but two years at Lambourne.

KEY QUALIFICATIONS
Fellow of CPA Australia, ASIC Registered SMSF Auditor, Justice of the Peace, Bachelor of Commerce.

SPECIALISES IN
Analysing & advising SMEs about strategic direction, uncovering opportunities and creating relationships built on exceptional service & advice.

GETS A BUZZ FROM
High-profile assignments, seeing the reactions of clients at ‘breakthrough moments’ & a great work/life balance at Lambourne.

AT WEEKENDS YOU MAY FIND HIM
Keeping busy, playing soccer during winter or golf when I can negotiate it. Enjoys getting away with his wife & twin girls and taking the girls on as many adventures as possible while they are still young. The south coast is our preference.

CHAD NEAN Partner

EXPERIENCE
Over 20 years, all with Lambourne Partners.

KEY QUALIFICATIONS
Member of the Chartered Accountants Australia and New Zealand, ASIC Registered SMSF Auditor, Batchelor of Commerce (Newcastle University)

SPECIALISES IN
Advising and guiding small business in all areas of their business, inclusive of working with them on strategies to assist them to achieve their goals.

GETS A BUZZ FROM

• Helping his clients succeed in their business, finance and investments to ultimately achieve their goals
• Continuous learning, so he can provide the most up to date advice for his clients
• Building close and trusted relationships with clients so he can help with business decisions day-to-day.

AT WEEKENDS YOU MAY FIND HIM
Spending time with my family, running around with sport and the occasional weekend away.

KURT PURKISS Director of Lambourne Partners Wealth

EXPERIENCE
Working in Financial Planning for over 16 years and responsible for the strategic growth of Lambourne Partners Wealth for the past six years.

KEY QUALIFICATIONS
Advanced Diploma of Financial Planning, Member of Financial Planning Association of Australia, Accredited SMSF Advisor, ASX Responsible Executive, Justice of the Peace, Master’s Degree in Business.

SPECIALISES IN
Leading a team of advisors to achieve client goals and providing holistic financial advice, particularly involving retirement planning, asset protection and compensation management.

GETS A BUZZ FROM
Implementation of strategy for business and client growth, mentoring and leading a team to success, and thoroughly understanding client aspirations in order to provide strategic advice that will assist them in achieving their lifestyle and financial goals.

AT WEEKENDS YOU MAY FIND HIM
Spending time with family, racing his bike at Kooragang Island, or enjoying a cold beer with family and friends.

ANDREW PRICE Director of Lambourne Partners Wealth

EXPERIENCE
Andrew is a Chartered Accountant and Financial Planner, with almost three decades’ experience in the industry. Andrew joined Lambourne Partners back in 1994 and leads our Wealth team.

KEY QUALIFICATIONS
Diploma of Financial Planning, Member of Financial Planning Association of Australia, Accredited SMSF Advisor, SMSF Association Specialist, Member of Chartered Accountants Australia & New Zealand, Bachelor of Commerce.

SPECIALISES IN
Wealth creation strategies, investment recommendations, superannuation including self-managed super funds (SMSFs), and complex financial modelling and planning. This is backed by a deep understanding of the regulatory and taxation rules that apply in a wide range of personal, business ownership and retirement scenarios.

GETS A BUZZ FROM
Thinking, calculating and planning strategically to maximise our clients’ long-term financial outcomes. Whether that’s developing complicated income and expenditure projections, structuring an SMSF investment property purchase, or just determining the right pension option, no scenario is too big or complex.

AT WEEKENDS YOU MAY FIND HIM
Managing his time between four boys and enjoying all that Newcastle has to offer, from our beautiful beaches to great fishing.

PAUL QUEALEY Partner

EXPERIENCE
In the industry since 2003 – and at Lambourne since 2017.

KEY QUALIFICATIONS
Member of Chartered Accountants Australia & New Zealand, ASIC Registered Company Auditor, Bachelor of Commerce.

SPECIALISES IN
Providing audit & assurance services, previously within an international mid-tier accounting firm & the largest building society in Australia, amongst others.

GETS A BUZZ FROM
Improving himself & assisting clients in improving themselves; delivering peace of mind & providing quality service in client-facing roles.

AT WEEKENDS YOU MAY FIND HIM
Surfing, playing golf, listening to vinyls, or spending time with family – preferably close to the right-hand point break or weird golf course in Crescent Head.

MAUREEN JACK General Manager

EXPERIENCE
Maureen’s general management experience was gained working for Prime Media Group in regional NSW, QLD, ACT and WA. She moved to HMRI on the executive to assist with strategic planning, marketing, and business development and then moved into professional services.

KEY QUALIFICATIONS
Graduate of Australian Institute of Company Directors (GAICD), Graduate Diploma Management UNSW

SPECIALISES IN
Strategic planning, implementation of the plan and change management. Working most of her career in the media has given her enormous experience on how the implementation of strategy can benefit a business and its employees.

GETS A BUZZ FROM
Goals being achieved when businesses have the courage to implement their strategies. Her other passion is assisting employees to grow alongside the business and ensuring the Culture of a business creates the correct environment for its employees to grow while having some
fun along the way.

AT WEEKENDS YOU MAY FIND HER
Trying to grow vegetables in her small veggie patch, keeping fit by walking around our beautiful city, bike riding with her husband, and weekends away. Maureen loves spending time with her family and friends, which often involves her enjoyment of cooking and always a few laughs.

BEN WILSON Manager Consulting

EXPERIENCE
5 years in Public Practice Accounting firms providing exclusively Consulting and Advisory Services, 2 further years working in data analytics consulting to large companies.

KEY QUALIFICATIONS
Bachelor of Commerce – Finance.

SPECIALISES IN
Forecasting, Analysis, Process Transformation, Growth Consulting, Profitability Consulting, Business Strategy, Valuation.

GETS A BUZZ FROM
Immersing myself in a clients business, uncovering efficiencies and forming strategies to capture potential wins.

AT WEEKENDS YOU MAY FIND HIM
Attaching too much of my emotional stability to the Newcastle Knights.

LACHLAN ASHELFORD Wealth Advisor

EXPERIENCE
16 years experience working in the wealth advisory industry for global asset managers, wealth advice firms and broking houses in Australia and the UK.  Eight of these years includes working as a wealth advisor in Newcastle.

KEY QUALIFICATIONS
Bachelor of Commerce, Graduate Certificate in Applied Finance, Graduate Diploma of Financial Planning, Master of Applied Finance, Member of Financial Planning Association of Australia, Associate Member of CPA Australia.

SPECIALISES IN
Providing holistic wealth advice involving retirement planning, defined benefit advice and superannuation advice.

GETS A BUZZ FROM
Spending time understanding the complex issues that my clients face and working with them to formulate strategies to solve these issues, therefore allowing them to achieve their desired goals.

AT WEEKENDS YOU MAY FIND HIM
Spending time with my wife and two young children, enjoying a quiet beer at the local bowling club or a coffee at the cafes around Georgetown.

JYE SMITH Finance Broker

EXPERIENCE
11 years experience working in the banking sector as a Branch Manager and Business Banking Manager for both local and national organizations. Highly skilled in transactional banking, residential, commercial and asset finance.

KEY QUALIFICATIONS
Certificate 4 of Finance and Mortgage Broking, Diploma of Retail Management, Advanced Diploma of Business Management, Justice of the Peace.

SPECIALISES IN
Saving clients time and money by reviewing their existing loan facilities to find the ideal solution that suits their requirements. Assisting clients to secure their next property or asset purchase by providing holistic finance advice.

GETS A BUZZ FROM
Seeing the positive emotions from clients after assisting in making their dream property purchase become reality.

AT WEEKENDS YOU MAY FIND HIM
Spending time with his wife, 3 children and dog either at the beach, away in the caravan or just sticking around home creating awesome memories.

GEMMA WILLIAMS Associate Partner

EXPERIENCE
Gemma began her commercial accounting career about 15 years ago, working in locally owned small business before moving into a position with a multi-national construction company. With her roots firmly placed in small local business, she made the move to public practice and joined Lambourne Partners in 2014.

KEY QUALIFICATIONS
Member of Chartered Accountants Australia & New Zealand, Bachelor of Commerce.

SPECIALISES IN
Gemma specializes in working with clients to ensure that they have logical and ‘clever’ solutions for day-to-day operations while keeping an eye on the future by having strategies that support the business to be agile and diversified when needed.

GETS A BUZZ FROM
Gemma is passionate about the role of accounting firms in supporting local business as part of the region’s economic and cultural landscape. She is committed to helping clients prosper and attain their work/life goals, with a particular interest in helping women in business succeed.

AT WEEKENDS YOU MAY FIND HER
Enjoying a good book, good music, having a few laughs and spending quality time with her husband and two dogs.

TONY CARTER Associate Partner

EXPERIENCE
10+ years’ experience in the industry, all at Lambourne Partners.

KEY QUALIFICATIONS
Bachelor of Commerce (Accounting), Graduate Diploma of Chartered Accounting, Member of Chartered Accountants Australia and New Zealand.

SPECIALISES IN
Business valuations and using his expertise in this area to assist business clients to grow their wealth.

GETS A BUZZ FROM
Distilling complex valuation concepts down to understandable information which clients can put to use. The reaction of clients is everything, whether it be the relief of bringing a Family Law matter to a close or the lightbulb moment adding value to their business.

AT WEEKENDS YOU MAY FIND HIM
Morning coffee somewhere on the Lake, a bike ride or bushwalk with his wife and two kids, or heading off on a motorbike ride. And never far from a good book or a beer!

LAUREN SMITH Senior Advisor

EXPERIENCE
Over 15 years experience within the financial services industry, which has ranged from personal lending within a large member owned bank to more recently providing specialised financial advice within a boutique financial planning firm.

KEY QUALIFICATIONS
Bachelor of business, Diploma Financial services, Advanced Diploma Financial Services,  Member of the Financial Planning Association of Australia, Justice of the Peace.

SPECIALISES IN
Providing clients holistic advice specifically focussing on building wealth for retirement, Centrelink, estate planning and superannuation.

GETS A BUZZ FROM
Working with clients from the start of their financial journey throughout the retirement phase. Developing relationships that enable her to identify personal goals whilst taking into account the financial requirements to achieve these goals.

AT WEEKENDS YOU MAY FIND HER
Spending time with her husband and two small children going for nature walks or camping.

SHEREE KING Provisional Financial Advisor

EXPERIENCE
Sheree brings over 8 years of invaluable experience to the financial planning industry, demonstrating expertise in navigating complexities and delivering tailored solutions to meet diverse client needs.

KEY QUALIFICATIONS
A Bachelor’s Degree in Business Finance specialising in Financial Planning, a Diploma of Financial Planning, and an Advanced Diploma of Financial Planning, member of the Financial Planning Association of Australia.

SPECIALISES IN
Providing personalised and effective strategies to support clients in achieving their financial goals, including superannuation, retirement planning, investment advice and wealth management, personal injury, and compensation, and estate planning.

GETS A BUZZ FROM
Understanding the unique needs of her clients. Her true passion lies in formulating personalised and effective strategies that empower individuals to achieve their financial goals. Sheree places great importance on fostering genuine and meaningful connections with her clients, ensuring their financial success is not only achieved but sustained over time.

AT WEEKENDS YOU MAY FIND HER
At weekends you may find her: Spending quality time with her husband and dog, savouring the simple joys of life. Whether it’s staying active with a run, indulging in a nice coffee, or sipping on a glass of wine.