When you talk to us, you will find our team very approachable and understanding. We are passionate about understanding your goals and using our qualifications, up to date knowledge and extensive experience to help you achieve them.
You will probably deal with one of the people listed below, but we also have flexibility and expand the team from time to time to help us meet the needs of all our clients.
Lisa Brooks, Director
Lisa is a qualified Chartered Accountant with eighteen years’ experience. Before establishing Davidson Advisory Services (originally LM Davidson and Associates) in 2001, Lisa gained invaluable experience with KPMG, a Big Four accounting firm specialising in accounting, tax and business advisory services for private businesses and family groups.
Lisa prides herself on developing a deep understanding of each client and their unique needs, and delivering high quality, efficient services in a professional, friendly style. She continuously undertakes training and professional development so she has up to the minute knowledge and is equipped to handle all accounting and taxation issues facing medium and large businesses.
Stuart Davidson, Manager
Stuart is a qualified Chartered Accountant who brings a wealth of expertise to Davidson Advisory Services, including his background and training with Big Four accounting firm Ernst & Young and Arthur Anderson. Stuart’s experience and training ensures he delivers the highest level of advice and service to all his clients.
Stuart endeavors to stay in the forefront of legislation, standards and practices, and abreast of important issues and changes in the operating environment, so he can give clients the most appropriate, innovative and cost-effective solutions possible.
Michelle Hama, Senior Accountant
Michelle is a qualified Chartered Accountant with a Bachelor of Business from La Trobe University. She has been with Davidson Advisory Services since February 2006.
Michelle works closely with clients offering her experience and knowledge in all aspects of small and medium business operations, GST and taxation. Her responsibilities span all forms of compliance work from preparation of financial statements, tax returns and activity statements.
Yee Min Koo, Senior Accountant
Yee Min is a qualified Chartered Accountant who graduated from the University of Melbourne with Bachelor of Commerce in 1999 and has worked in a variety of roles, including with mid-tier accounting firms and Big Four firms Ernst & Young and PricewaterhouseCoopers. She has a strong track record in business services, servicing SMEs and high net worth individuals, and in corporate taxation software development.
Yee Min was pleased to join Davidson Advisory in 2013, to be closer to her home and family. She provides tax compliance services to our SME clients and their family groups including preparing financial statements, tax returns and activity statements and assisting with tax advisory services.
Nathan Beever, Intermediate Accountant
Nathan joined Davidson Advisory Services as a Graduate Accountant in January 2013 and has since moved up into his current role, which sees him prepare financial statements, tax returns and activity statements for an ever-expanding range of clients.
Nathan graduated from Swinburne University of Technology in 2012 with a Bachelor of Business (Accounting and Finance). During his studies, Nathan completed a year of industry-based learning at The Walt Disney Company.
Christopher Lane, Intermediate Accountant
Chris joined Davidson Advisory Services in March 2014 as a Graduate Accountant. He completed his Bachelor of Commerce at Swinburne University in June 2014, and is currently undertaking his Chartered Accountant studies. While studying, Chris gained 12 months experience as a bookkeeper.
Chris is involved with the preparation of financial statements, tax returns, activity statements and bookkeeping for our clients.
Andrea Stimac, Office Manager
Andrea is our office manager and joined Davidson Advisory Services in September 2009. She has been working in the accounting profession for over 10 years and has Certificates in both Business Administration and Bookkeeping.
Andrea is responsible for the administrative management of our business and manages all ASIC and ATO lodgements for our clients. As our liaison officer with the ATO she deals with a wide range of tax and client issues. Andrea is passionate about providing superior customer service and clients appreciate her bright and positive nature and friendly, professional support.
Tracey Runting, Administration Assistant
Tracey is our Administrative Assistant and Relief Receptionist, so she is often clients’ first point of contact and welcome. She is involved in maintaining our paper and electronic filing systems and provides support in many daily administrative tasks throughout the office.