Meet The Team
Price Accounting Team
Paul Gerrard
Accounting & Taxation Manager
Paul Gerrard
Accounting & Taxation Manager
A qualified accountant and tax agent. Paul has worked for firms across a diversity of industries and roles including consulting on tax strategies to leading accounting firms, lawyers and financial planners as well as authoring and hosting video content for use by professional bodies and tax publishers. Paul has a vast background in public practice spanning 30+ years and in commercial roles including finance, management (incl project management) and sales.
Paul has had extensive experience in property taxes and leads our involvement in Property Chat, a leading public forum where he posts as Paul@PFI. He advises small investors, large investors and developers and business owners on all matters concerning income tax, CGT, GST, state taxes, non-residency, land tax and duties as well as structure and establishment. Paul has strong experience in SMSFs including advances structures and strategies. Paul hosts our PAS TV content.
Jonathan Peterson
ASA, BComm ProfAcctg, DipComm
Jonathan Peterson
ASA, BComm ProfAcctg, DipComm
Jonathan joined Price group in February 2021 and works for both Price Financial Intelligence and Price Accounting Services by assisting our financial advisers, helping our compliance manager achieve best practice and compliance and working in close support to our senior accountants in all manners of work. Jonathan has qualifications in both accounting and commerce and is currently expecting to complete his CPA course in 2024.
Sherry Zhang
M. Acc, CPA
Sherry Zhang
M. Acc, CPA
Sherry has over 15 years of experience in public accounting, boasting a profound understanding of the detailed accounting and taxation requirements spanning individuals, companies, trusts, and diverse entities. Her extensive exposure across various industries coupled with adeptness in multiple accounting software ensures comprehensive and tailored solutions for clients' financial needs.
Our Financial Planning Team
William Mills
Dip FP, JP - Licensee, Aged Care Planner, Accountant and Financial Adviser
William Mills
Dip FP, JP - Licensee, Aged Care Planner, Accountant and Financial Adviser
A qualified accountant and tax agent. William is the principal of Price Accounting Services well established in practice for more than 35 years. William also has a Diploma of Financial Services (Financial Planning).
Wayne Tilden
B.RurSc (Hons) - Financial Adviser
Wayne Tilden
B.RurSc (Hons) - Financial Adviser
Wayne joined PFI in October 2016 and has been appointed as an Authorised Representative. Wayne has extensive business experience in senior management positions and personal life achievements to the adviser role and brings both a balanced and practical approach to helping our clients understand and achieve their financial and lifestyle objectives.
Greg Chamberlain
Dip FP, JP - Compliance & Portfolio Manager
Greg Chamberlain
Dip FP, JP - Compliance & Portfolio Manager
Greg has been with the practice since 2009. With over 30 years’ experience in banking and financial services at senior management level, Greg brings strong technical and analytical skills, along with an internal focus on best practice and compliance.