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Financial Planning

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Wardle Partners

Meet The Team

* Click on a team member to view their profile

Mark Mackenzie
Since 1991, Mark has pursued his passion for helping people manage their finances across taxation compliance and minimisation, self managed superannuation, business structuring, wealth protection, accounting and audit. 

Mark heads up the friendly team at Wardle Partners, which was established in 1982, and specialises in all areas of business planning and structuring, complex taxation matters and self managed superannuation.  

Mark is a Fellow Certified Practicing Accountant, Registered SMSF Auditor and holds a Public Practice Certificate, a Bachelor of Commerce degree and an Associate Diploma in Financial Planning. 

He and his wife Nikki are the proud parents of three beautiful girls. Mark enjoys personal fitness, gardening and the occasional round of golf. 

Janine is a Fellow Certified Practicing Accountant and her experience covers over 20 years of Public Practice and management accounting across a broad range of industries.

Born in Tasmania, Janine relocated to Caloundra in January 2003 and has been working closely with clients of the Practice ever since.

Janine has two daughters and a son, and enjoys AFL football and red wine.

Garry is a Fellow of Certified Practising Accountants, a Fellow of the Tax Institute of Australia, a Fellow of the Institute of Company Directors, a Fellow of the Association of Tax & Management Accountants, a Registered Company Auditor and a Registered Tax Agent.

Garry has worked in the accounting profession for 40 years, where he started out as an Internal Auditor for a large corporation. Garry started what has been a long and successful career in public accounting when he founded the practice of Garry Wardle & Associates in 1982. His experience has covered all facets of public accounting ranging from audit, taxation compliance, complex taxation planning, business valuations, financial planning and wealth protection.

Garry sold the practice to Mark and Janine in July 2004, now known as Wardle Partners Pty. Ltd., and remains a consultant to the practice. Garry was also the proud owner of a practice in Mount Isa, however, he has now sold this so that he can spend more time with his family.

Garry is also a Sub Authorised Representative (No. 232170) of Compass Financial Solutions, who is our associated financial planning practice.

Garry and his wife Lyn have three children and are proud grandparents. Garry enjoys golf, bowls, reading, travel and red wine.

Andrew has over 27 years experience in the Public Practice profession specialising in taxation and business services and has worked with a diverse range of businesses over this time. He has a broad knowledge in all areas of taxation including income tax, GST, capital gains tax and fringe benefits tax.

Andrew joined the team at Wardle Partners in 2006 having moved from Victoria.

Alicia Young
Alicia is a Chartered Accountant with over 13 years Public Practice experience specialising in accounting and taxation compliance across a variety of industries.

Alicia commenced her career in Brisbane and later moved to Melbourne where she had a management role in business services.  In 2009 Alicia lived in London for a year, working in commerce and travelling throughout Europe.  Alicia returned to the Sunshine Coast in 2014 and joined the team at Wardle Partners.

Alicia works part time, balancing her career with spending time with her young family.  She enjoys leisurely walks to the park with her dog and taking her sons to the beach.

Chantal is a Chartered Accountant with over 15 years Public Practice experience specialising in accounting and taxation compliance across a variety of industries.

Chantal commenced her career in Victoria, and later moved to Caloundra in 2006 when she joined the team at Wardle Partners. Chantal enjoys personal fitness, travelling and socialising.

Joanne Williamson
Jo has a Bachelor of Business degree and 27 years experience in the public accounting profession.

Jo moved from Inverell NSW and joined the team at Wardle Partners in 2004 where she specialises in accounting, taxation and Xero, which is our "cloud" based accounting package.

Jo works on a part-time basis and is kept busy being a mum to three children. In her spare time she enjoys playing Oztag and hockey and being an Oztag coach.

Deniece is a Certified Practicing Accountant and has a Bachelor of Commerce degree.

With 14 years experience in Public Practice accounting, Deniece has been a part of the team at Wardle Partners for 10 years and specialises in taxation, superannuation and working closely with business owners.

Deniece enjoys a balanced and happy Sunshine Coast lifestyle.

Jen has been a part of the Wardle team since 2001 and specialises in the preparation of tax returns, accounting and GST returns for individuals and small businesses.

Jen has lived on the Sunshine Coast all her life and continues to enjoy time with her friends and the beachy lifestyle.

Donna has a Degree in Economics and Commerce, an Advanced Diploma of Business Accounting (ACC) and is a Registered Tax Agent. She also has certificates in Self Managed Superannuation Fund Adviser (Personal Advice) and Superannuation Adviser (Personal Advice). Donna is a Fellow of the Institute of Public Accountants (FIPA), with over 20 years experience working in Public Practice, and has a broad knowledge in all areas of accounting and taxation.

Donna enjoys travel, fitness through sport and socialising with family and friends.

Rachel Whiteside
Rachel joined the Practice in May 2013 specialising in the preparation of tax returns for individuals and has a Bachelor of Business degree.

Residing in Caloundra with her husband and two children, Rachel enjoys the beach, reading lots of books and travel whenever possible.

Shirley Li
Shirley is a Certified Practicing Accountant, a Fellow of the National Tax Agents Association and holds a Master of Commerce degree and a Bachelor of International Finance degree.

She has over 9 years Public Practice experience in accounting, business services and taxation compliance. Shirley enjoys helping clients to maximise their wealth and minimise their tax burdens through holistic planning and business strategies.

Shirley speaks many different languages, including English, Cantonese and Mandarin and enjoys the life on the wonderful Sunshine Coast with her family and friends.

Jacqui Austin
Jacqui is a Certified Practicing Accountant and has a Bachelor of Business degree (Accounting) with Distinction.

Jacqui has recently joined the Wardles team and is an experienced taxation accountant, as well as a certified Xero consultant.  She also has extensive experience as a MYOB bookkeeper.

Jacqui lives on 5 acres in Glenview with a menagerie of dogs and horses and is learning to ride.

Lyn has a Diploma in Business Training, as well as successfully completing many courses in office procedures, computers & seminars.

Lyn started work at Kodak as Secretary to the Financial Accountant and relief secretary to the Managing Director, before raising three boys. She resumed her working life with the Sunshine Coast Daily and in 1982 joined Garry in the accounting practice, where she was Office Manager as well as attending to all the Company Secretarial work, until the practice was sold to Wardle Partners. Lyn has remained with the firm in the capacity of an office supervisory role, as well as attending to all the Company Secretarial work for clients.

Lyn is a proud mother and grandmother and enjoys travel, shopping and social interaction at work and with friends.

Christie has been with the team at Wardle Partners since August 1999. She started with the firm as Receptionist for six years and is now our Business Services Manager. Christie completed a Certificate IV in Business Administration in 2008.

Christie works on a part-time basis, four days per week and has a young daughter and son. In her spare time she enjoys socialising, going to the beach and dancing.

Nicole Mackenzie from Wardle Partners Accountants
Originally from rural New South Wales, Nicole spent four years working and travelling overseas before residing in Caloundra.  She is the proud mother of three girls and worked in the capacity of CEO of the home for seven years before joining Wardle Partners in August 2010.

Nicole works three days per week and is responsible for debtors, creditors and Xero administration.

She tries to make regular visits to the gym and enjoys gardening or relaxing by the pool in her spare time.

Shanon joined the Practice in March 2011 managing Reception. After a couple of months in this position she became our Client Services Manager, until later moving to her current role as our Operations and IT Manager.

Shanon completed her Diploma in Business Management in 2007 and has over 15 years experience in customer service and administration.

Originally from New South Wales, Shanon moved to the Sunshine Coast in 2000 and in her spare time she enjoys shopping, watching movies and spending quality time with her family and friends.

Michelle Genge - Receptionist at Wardle Partners
Michelle joined the team at Wardle Partners in December 2013 as our Receptionist.

Previously Michelle had worked in the legal industry for a number of years, where she covered many different aspects. She also managed all the bookkeeping for the family business until it was later sold, and had worked in reception at a local private school, where she completed various administration and bookkeeping courses.

Now residing in Caloundra with her husband and three children, Michelle enjoys going to the beach, reading and enjoying time with family and friends.

Trish Price
Trish originally started with the firm in 2003 as our receptionist. After taking a break to focus on her family and other endeavours for 6 years, Trish rejoined the Practice in 2015 working full time as an Administration Assistant. In 2008 she completed a Certificate IV in Business Administration.

In her spare time she enjoys keeping fit, playing Touch Football and Oz-Tag.  Her three children also keep her very busy with their sporting commitments.

Graham McIntyre
Graham is a director and Sub Authorised Representative (No. 294029) of Compass Financial Solutions, who is our associated financial planning practice, and holds an Advanced Diploma of Financial Services (Financial Planning). Graham is also a member of The Business Referrals Group.

Graham has worked in a variety of occupations both in Australia and England, from Salesperson to Retail Store Department Manager and Retail Store Manager. After returning from England, Graham moved into the financial services industry in 1996. Graham was employed as a loans officer at Suncorp before moving into a financial planning role. He then joined a small boutique financial planning company working as a financial adviser.

Graham has a passion to help clients achieve their financial goals.

Graham has lived on the Sunshine Coast since 1994 and has interest in history, sporting activities, different cultures and travel having visited 25 countries, and wishes to do more travel in the coming years. Graham has an extensive social network of friends and this allows him to regularly be involved in social sporting activities from water skiing to golf and motorbike riding.

Sandy Hazzard
Sandy has extensive experience in investments and life insurance having worked in those areas in Australia, New Zealand, United Kingdom, Singapore and Malaysia.

He has worked in the financial planning industry since 1982 and the insurance industry since 1967.

Sandy is a Sub Authorised Representative of Compass Financial Solutions (No. 288115), our associated financial planning practice, and enjoys travel, socialising and quality red wine.

Jodie James
Jodie is a member of the team at Compass Financial Solutions who is our associated financial planning practice.

Jodie has worked in the financial services industry for 10 years having completed an Advanced Diploma of Financial Planning and studies in Self Managed Super Funds specialisation. Jodie is a Sub Authorised Representative of Compass Financial Solutions (No. 307187) and in addition, she is a Justice of the Peace (Qualified).

As a qualified Financial Planner, Jodie believes that empowering clients to achieve lifestyle and financial goals is the heart of financial planning.  In addition to working closely with clients and formulating financial plans, Jodie oversees the Practice's compliance obligations and Client Service.

Jodie moved from Brisbane to the Sunshine Coast in 2003 and loves the coast lifestyle. Jodie lives in Warana with her husband and son, as well as, their dog Charlie. Jodie enjoys walks to the beach, travelling and a good book.

Andrew Mills
Andrew has worked in the financial services industry for over 25 years and has been a Financial Planner since 2001.  Andrew currently is a member of the team at Compass Financial Solutions, who is our associated financial planning practice.

Andrew is a Certified Financial Planner® with the Financial Planning Association and also holds an advanced diploma of Financial Services (Financial Planning).

Andrew believes that ensuring a client's needs, goals and objectives as well as their best interests are met, are the keys to successful financial planning,

Developing long term client relationships by providing appropriate professional advice and ongoing personal service are Andrew's passions.

Along with his wife and three children, Andrew relocated back to the sunshine coast earlier this year to enjoy the lifestyle and facilities that the beautiful Sunshine Coast has to offer. In his spare time Andrew likes to keep fit with his children through running, cycling and mountain biking.

Cameron Blair
Cameron is proud to be part of Wardle Partners team and is an authorised Credit Representative (313194) of Centrepoint Lending Solutions Pty Ltd. He brings with him over 20 years' experience in the Mortgage & Finance Industry. This experience extends across commercial and business lending, residential home and investment property lending, along with motor vehicle and equipment and Self-Managed Super Fund lending.

For many people, purchasing a property and arranging finance is a very daunting experience and one that can be quite unpleasant if the right Mortgage Broker isn't on hand to assist and make it easy - that's where Cameron can help!

Cameron believes in keeping the lending process simple and stress free, while ensuring his clients understand every step of the lending process. He achieves this with his in-depth knowledge of finance products, lending policies & loan structuring. Great emphasis is placed on providing clear, ongoing communication and accurate information at all times with both clients and lenders. Cameron is a very dedicated Mortgage & Finance Broker and is never too busy to answer phone calls, respond to email enquiries or meet with clients at their home or workplace to discuss their finance requirements.

"I like to provide a service to my clients that is first class and simply treat my clients the way I'd like to be treated, with respect, professionalism & courtesy."

Cameron Blair is an authorised Credit Representative (393194) of Centrepoint Lending Solutions Pty Ltd (ABN 40 100 947 804 | Australian Credit Licence 377711 | www.cpal.com.au/cls/ | cls@cpal.com.au | 07 5574 0244)

Compass Financial Solutions ABN 51 109 740 409 is a Corporate Authorised Representative 278272 (CAR) of Professional Investment Services Pty Ltd,
ABN 11 074 608 558 | AFS Licence Number 234951 and provides financial planning services through its Sub Authorised Representatives.