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Firm Profile

We are committed to forming close partnerships with our clients.

This way we can understand your unique situation and customise the assistance we provide to suit your needs.

Our commitment to excellence is evident in the hardworking nature of our staff, and the exceptional service we offer.

Our enthusiasm for our work means you are provided with a friendly team of professionals who are eager to use their expertise to help you succeed.


Our Team

Brian Wibberley   CA CTA AAAC

The principle of the practice is Brian David Wibberley

Brian's qualifications and experience are-:

  • BA of Ag Science (4 years) – University of Adelaide
  • Member Australian Institute of Agricultural Scientists
  • Consultant Member Australian Association of Agricultural Consultants (AAAC)
  • Grand Dip Education – SACAE
  • Grad Dip Business (Accounting) – Monash University
  • Chartered Accountant No 84806
  • Certificate of Public Practice (ICAA)
  • Fellow of Taxation Institute of Australia 1995
  • Financial Planning Specialist – ICA
  • SMSF Specialist Adviser
  • Licenced SMSF Adviser AFSR 001001932 AFSL 447616
  • Registered Tax Agent

In addition to the above qualifications and memberships Brian has 30 years involvement in advising farmers and business people in South Australia and Western Australia.

Initially upon completing his agricultural qualification Brian was involved in teaching and lecturing with the South Australian Education Department (Cleve) and the Department of Tertiary and Advanced Education (Eyre Peninsula.)

In 1987 Brian joined the accounting firm Ortmann and Whitford to train as a Chartered Accountant and to provide the firm with an Agricultural Consulting Service.

In 1990 Brian was admitted as a partner and by 1995 Brian acquired the firm in his own right. The firm changed its name to WSA Chartered Accountants.

Over the years Brian has developed his interest in advising farm clients from the early days of Agronomic and livestock consulting, to family farm succession, estate planning and financial management.  There are very few farm consultants in Australia that provide the range of qualified skills that Brian provides.

As a result Brian is often asked to present at professional developments days for organisations such as PIRSA, Meat & Livestock Association, the Institute of Chartered Accountants, and the Tax Institute of Australia.

In more recent times Brian has concentrated on ensuring that his farm clients are maximizing their profits out of their limited natural resources and that adequate planning is in place in relation to taxation and, business management intergenerational succession, retirement and estate planning.

All of these areas draw heavily on Brian's qualifications as an agriculturist, teacher, accountant, taxation, superfund specialist and Financial Planner along with his vast experience, dealing one on one, with his business clients.

Renee Simpson    CA CTA

Renee became a partner of the firm in January 2008.

Renee's qualifications and experience are-:

  • Bachelor of Commerce - University of SA
  • Graduate Diploma (ICAA)
  • Chartered Accountant No 47296
  • Certificate of Public Practice (ICAA)
  • Fellow of the Taxation Institute of Australia
  • Registered Tax Agent
  • SMSF Specialist Adviser

Renee has been working with Brian since 1997, starting first as an employee then becoming partner.

As a professional tax adviser, practical farm business manager, wife of a farmer and mother of three young children, Renee has a very sound practical understanding of the challenges facing farming families, especially given the challenges faced by farming in our area.

Further to this and under pinned by a sound knowledge of Tax and Superannuation law, Renee is a very skilled income tax planner for our business clients.

Renee heads up the Taxation and Business services side of our business.

The Staff

In addition to the three principles of the practice we employ fifteen full and part time staff at 26 Lewis Street Port Lincoln.

All of our professional staff have either completed or are currently undertaking tertiary training in Accounting and Financial Planning.

We pride our practice as being one of the most professional qualified accounting and financial planning practices outside of the Metropolitan area.

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tools

Client Tools

We offer a range of free, easy to use
online resources including:
Calculators | Key Dates
Tax Facts | Useful Links

 

publications

Publications

We have a range of resourceful
publications and documents
ready for download.

View Publications

 

contact

Contact Details

B: 26 Lewis Street, Port Lincoln SA 5606
P: PO Box 368, Port Lincoln SA 5606

T: (08) 8682 5222
F: (08) 8682 6938
E: info@26lewis.com.au