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OUR TEAM

Catherine Smith

Director

Catherine has had over 20 years experience in Taxation, business, SMSF’s, finance and property investment. She holds an Accounting Degree and a Masters degree in Taxation and was recognised by the Certified Practitioners of Australia (CPA) Society as a ‘Specialist in Taxation’ in 2001.  She spent 11 years with the Australian Taxation Office as a senior Audit manager and a Fraud Investigator.

After leaving the ATO, Catherine established an Accounting practice in Ulladulla in 2002 and then relocated the practice to Canberra in 2006. Catherine is a member of FBAA, a Fellow of the NTAA and a member of PIPA.  She also holds a Diploma of Financial Planning, a Diploma of Mortgage Broking and Finance, a Diploma of Real Estate,  a  Masters Degree in Taxation and a Degree in Accounting.  She is also a Justice of Peace and Certified Results and Master Results Coach.

Most importantly Catherine is a passionate Property investor.  She bought her first property when she was 17 and has brought and sold over 20 properties in the last 20 years.  She currently maintains a large property portfolio and has properties in ACT, NSW, Qld and Vic.  She holds both residential and commercial properties and her aim is to retire to the coast and live financially independent through the capital growth on her property portfolio.  Catherine made many mistakes during her investing career and her main goal is to help her clients not make the same mistakes.

Along with a busy career, Catherine is raising four young children and knows the importance of children in our future.

Jeffrey Herron

General Manager

My vision is to empower every client with the property knowledge and skills to make positive and informed decisions to secure their own financial future.

With a strong focus on personalised service and a superior industry knowledge, all in a professional and transparent workspace, I carefully consider each client’s individual requirements before tailoring a property management slution to meet their needs.

I have over 25 years senior business acumen as a Business Owner, Senior Accountant and Senior Manager of established industry leaders in real estate, manufacturing, property and facilities management, management rights, construction and property development.