MEET THE TEAM

Phil McNaughton


Phil McNaughton

Director

About Phil McNaughton

Phil McNaughton is a founding Director at UBTA with a wealth of knowledge and understanding in complex tax matters, restructuring, superannuation, succession planning and estate planning. 

  • Over 40 years of experience 
  • Tax Practitioner Registration since 1981 
  • Has completed the Public Accountants Registration Board course in conjunction with the Institute of Chartered Accountants 

Specialties
  • Business Structure & Restructure 
  • Mergers & Acquisitions 
  • Succession Planning 
  • Estate Planning 
  • Superannuation Strategies


READ ARTICES WRITTEN BY PHIL >

Stephen Henderson


Stephen Henderson

Director

About Stephen Henderson

Stephen is on of the founding Directors of UBT Accountants. He has valuable experience in and interest in: 

  • Creative solution in domestic and international business structuring for privately held groups
  • Using financial (and non-financial) reporting to help business management understand more about their business and improve the quality of decision-making
  • Over 30 years of experience 
  • Qualified Accountant and Registered Tax Agent
  • Experience in both public and corporate accounting

Specialties:

  • International Tax
  • Business Structure 
  • Mergers & Acquisitions 
  • CFO Advisory
 

      READ ARTICLES WRITTEN BY STEPHEN >

Lyndon James 2022 SQ


Lyndon James

Director

About Lyndon James

Lyndon is passionate about helping his clients prosper by growing and creating value in their businesses. With a background in industry and UBT Consulting, he has a balanced understanding of all areas of business which he brings to bear on individual client challenges and opportunities on a daily basis. 

  • Over 10 years of experience 
  • CIMA Qualified Accountant 

Specialties:

  • Business Valuations & Restructures 
  • Mergers & Acquisitions 
  • Management Reporting & Forecasting


      READ ARTICLES WRITTEN BY LYNDON > 

Clayton Southall


Clayton Southall

Manager

About Clayton Southall

Clayton has a passion for leveraging the finance function for business growth by identifying key financials opportunities, alerting business owners to key areas of risk and supporting investment appraisal decisions. Being strategically minded and having a keen eye for detail helps him advise clients in all areas of finance. His tax knowledge helps him advise on tax efficient profit extraction, corporate structures, employee retention schemes and mergers & acquisitions. 

  • Qualified as Chartered Tax Adviser 
  • ACA Chartered Accountant 


Key Interests: 

  • Corporate and personal taxation 
  • Business Structures
  • Financial Reporting


      READ ARTICLES WRITTEN BY CLAYTON > 

Roston Rowles


Roston Rowles

Manager

About Roston Rowles

Roston works as a key partner to his client businesses, training his clients to understand account and the importance of them, helping them drive value through running their business by the numbers. He is passionate about accurate, meaningful, timely reporting and how to use it in decision-making. 

  • ACA Qualified Accountant 

Specialties:

  • Management Reporting 
  • Business Valuations


      READ ARTICLES WRITTEN BY ROSTON > 

Joel Allen


Joel Allen

Manager

Scott Lucas


Scott Lucas

Accountant

Woody Gilbert


Woody Gilbert

Associate Accountant

Arnie Tuffin (SQ) 2023 [1]


Arnie Tuffin

Accountant

Kerenza Marsh (SQ) 2023 [1]


Kerenza Marsh

Associate Accountant

Brook Smith (SQ) 2023 [1]


Brook Smith

Associate Accountant

Garvan White


Garvan White

Associate Accountant

Terry James


Terry James

Associate Accountant

Charlie Shaw


Charlie Shaw

Associate Accountant

Jarvis Latimer


Jarvis Latimer

Associate Accountant

Royce Spurgeon


Royce Spurgeon

Associate Accountant

Jade Cliffe


Jade Cliffe

Client Service Coordinator

Kayla Gilbert


Kayla Gilbert

Client Service Coordinator

Shania Fox


Shania Fox

Client Service Coordinator

Heidi Tuffin


Heidi Tuffin

Client Service Coordinator