As per our tradition with honouring the contributions our firm makes with a shout out and morning tea, our team members have celebrated some extensive milestones this past July.

Our Tax and Accounting team have three significant anniversaries:

Sally is celebrating a quarter century with O’Brien. As Mark’s first employee hired, Sally is a go to for all O’Brien questions. She is a fountain of knowledge who is always willing to help and adapt to any new procedures. Sally has played a crucial role at our firm, and is the crux of our Tax and Accounting teams. She brings with her many years of systems, and knowledge in all areas of expertise.

Alice celebrated a decade of hard work at O’Brien this July, Alice is a highly specialised Tax and Accounting team member who is always willing to assist clients as much as she can. Alice shows dedication and hard work in everything she completes, while also maintaining community connections via our Community Committee.

For our Financial Planning team we have two significant anniversaries:

Nellie  joined our firm eighteen years ago as an accountant, and has made the role of Financial Planning Director  her own. Nellie is an active community member, often assisting with Rotary and reaching out to community members with enthusiasm and kindness. Nellie has used her eighteen years at O’Brien to showcase effective financial literacy and holistic views on financial planning to our clients.

Tracee is celebrating her five year anniversary at O’Brien. Tracee brings financial expertise with her, and she utilises her knowledge and team to help educate community members on financial literacy. Tracee brings hard work and leadership to our firm.