Newcastle accounting and business advisory firm, PKF have elevated Self-Managed Superannuation Fund Specialist, Daniel Clements to Partner and Newcastle Business Advisory Services’ Hanna Barry and Jackie Marriott to Principal.
Daniel has been with the firm for 8 years working under Self-Managed Super-Fund (SMSF) expert, David Henriksen, who has been preparing him for leadership.
He has played a key role in leading the team’s 4 SMSF Accountants to provide superannuation advice and portfolio management to a wide range of clients.
The transition sees David take up a full-time role in the PKF Wealth Advisory team.
“I am honored and proud that an expert such as David saw the skills in me to lead the practice and ensure that our clients receive comprehensive, accurate and timely SMSF advice,” Daniel said of his promotion.
The SMSF sector is becoming increasingly complex with rules and regulations and the PKF team continually strive to provide the best service for their clients.
“It’s a poignant day for me as I officially hand the reigns to Daniel. I have watched Daniel grow over the last 8 years, from a trainee accountant to a true leader and as I continue to mentor him, I look forward to seeing what comes next,” David said.
“I leave the SMSF practice, knowing that our clients are in very safe hands and look forward to servicing some of those clients through our Wealth Advisory practice.”
Hanna and Jackie are stalwarts of the firm and well loved by clients.
Their promotions reflect a lot of hard work, technical skill and emotional intelligence, which is applied to their work, which has been especially sought after due to the COVID-19 pandemic and the effect it has had on businesses.
Hanna is part of the firm’s Thrive & Lead alumni, and Jackie and Daniel are current participants in the program.
The program inspires and motivates the firm’s young leaders to develop their individual leadership style and be able to deliver high impact leadership in the fast-growing, forward-thinking firm.
The promotions are part of many at the firm, which has seen PKF elevate 42 team members into more senior positions.
Managing Director, Steve Meyn said he is thrilled to see PKF reach new heights thanks to the talented professionals who work for their group.
“Congratulations to all of our team who have received a promotion in 2021,” Steve said.
“We are proud to have some of the best people in New South Wales at PKF and we take pride in helping and watching them thrive.
“Well done to all for continuing to go above and beyond in your work with clients and in support of the rest of the team at PKF,” he concluded.
IMAGE | PKF’s Daniel Clements, Hanna Barry and Jackie Marriott celebrating their promotion over Zoom.
At PKF Newcastle we know what it’s like to start small with big ideas about what you want to achieve. We understand the risks for big business and we know what keeps the C-suite awake at night. We are led by our clients every day to help them keep improving and striving for success.
That’s why we do what we do. We advise clients from a diverse range of industries on the full suite of tax, accounting and advisory needs with a little something extra added in. We’re here to help you achieve your goals and see success in their future.
To contact the PKF team head to pkf.com.au.