Category Archives: Our Team

Sarah Robinson

BAC, CA, CTA

Principal and Director.
Accounting, Business and Tax Expert.

Sarah’s love affair with accounting, business and tax has spanned nearly 30 years, and more than two thirds of that time has been at the helm of Addept. Since 1995 when she first joined the team at the original Flinders Street office in Adelaide, Sarah’s vision for Addept has been an accounting and business advisory firm that delivers service and expertise which goes above and beyond… so that you come to regard us as a valuable addition to your team.

As our Principal and head Chartered Accountant, Sarah continues to enjoy working hands on with Addept’s clients across the whole spectrum of personal and business arenas, including: start-up enterprises, small business, big corporates, agriculture, viticulture, property, investments, profitability, succession planning, estate planning, self-managed super (accredited SMSF specialist), aged care (accredited consultant) and every aspect of tax you could possibly think of.

Whatever she’s helping you with, it won’t take long for you to see the depth of knowledge, insight and passion that Sarah has for her craft… a supreme affinity for numbers that’s been nurtured in tandem with fierce determination to achieve ultimate client satisfaction. Sarah’s drive has stood us apart for more than two decades.

Jo Kozned

B Ec(Acc), CA

Senior Manager.
Skilled Professional.

Jo is a Chartered Accountant with over 25 years in the business of accounting, boasting beautifully well rounded expertise developed at home and overseas – with challenging roles in Melbourne, Sydney, Singapore, New York and London on her impressive resume. Her gritty exposure over the years to banking, finance, hospitality, IT, manufacture and agriculture makes Jo a wise and valuable asset across all these sectors. But more importantly she’s a shining example of a people-person who knows their stuff… just how we like it at Addept.

There are many things to admire about Jo, but if there’s one aspect to her professional make-up that adds a special touch to how she looks after you, it’s the business knowledge and know-how she’s acquired as an owner of her own wine company… the personal passion Jo has to see a good business succeed drives everything she does.

Jo also happens to be the one who makes things happen around here. Office manager, general manager, chief of staff… we haven’t really got round to giving a title to her organising, problem solving prowess. But that’s ok, titles don’t matter to Jo – she only cares about results.

Stephanie White

B Ec(Acc)

Stephanie is a qualified Accountant with many years experience providing accounting services to a variety of clients. Always willing to do the best job possible, Stephanie liaises directly with clients assisting them in a friendly, accurate and timely manner.

Lynlee Krek

BACC

Lynlee has been a member of the team at Addept for many years and has substantial experience in accounting and business services with a sound knowledge of tax, accounting and office procedures. Lynlee enjoys working with clients to meet their business, tax and activity statement obligations.

Kayla Dollard

B Comm(Acc)

Kayla is a Graduate Accountant with several years experience in accounting, tax and business services.  Kayla has a sound knowledge of tax law and is well versed with several business and accounting systems including Xero, MYOB and Reckon. Kayla assists with data review and reconciliation, Business Activity Statements, management reporting, financial statements and income tax return preparation.

Katherine Sarkanen

B Comm(Acc), B CompSc, CA, CTA

Katherine is the newest member of the Addept team. She brings a wealth of knowledge as she is both a Chartered Accountant and a Chartered Tax Advisor with a 22-year career in public practice. Katherine is experienced in working with small to medium enterprises, especially within the manufacturing, retail and health services industries. Her move was fuelled by a desire for a new and diverse role where she can tackle a variety of challenges.

Despina Heliotis

B Comm, B Sc, CA

Despina is a chartered accountant with degrees in commerce and science are complimented with years of experience from small firms to the Big 4. She is an expert in accounting for expats, fringe benefits tax and management reporting. This knowledge and experience allows Despina to build real relationships with our clients. She helps to solve any problems that might arise and to optimise your financial and business situations.

Samuel Lacey

B Comm(Acc), Dip FMBM

Samuel has been with the Addept team since 2017. Throughout university, he worked as a licenced Mortgage Broker and has experience in mid-tier accounting firms where he worked as a Graduate Accountant. At Addept, he works as a Business Development Manager to build and grow the brand and client engagement by organising and managing events, establishing partnerships, finding opportunities for growth and other related duties.

Ardie Allen

Ardie provides meticulous bookkeeping and payroll services to our clients, with particular expertise in small and medium business, agriculture, aviation and retail sales. Ardie also assists with the internal administration of the Addept office and has an excellent knowledge of record keeping and accounting systems.

Inez Wilson

Inez is our Office Administrator, managing workflow and liaising with you in a caring and conscientious manner to ensure all communications and requirements are processed in an efficient and timely manner.