Roach Morgan-Jones

REBECCA ROACH

Director

Rebecca Roach, CPA, has been in practice in Tamworth for 23 years. Rebecca gained her first degree in Agriculture, before continuing on to study Accounting, becoming a CPA in 2002. Her wide experience offers a wealth of knowledge to both small and larger businesses.Rebecca lives on the family farm outside of Tamworth with her husband and three children. She is passionate about offering excellent accounting & taxation services to the local market.

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What do you love about working at Roach Morgan-Jones?

I love the clients and our staff. Every day we work together, both the clients and staff to get the job done.

I’m in business to help small and medium sized businesses meet the complexities of their compliance requirements and take advantage of all opportunities available to them. I want to help people understand the financial aspects of their business so they can succeed. We want our clients to feel confident that they are in good hands so they can get on with what they do best, running their business.

When you’re not at work, where would we find you?

In the kitchen cooking with a glass of wine in hand. Followed by relaxing with my family.

Best financial advice?

Spend less than you earn, diversify your portfolio and never stop learning.

3 x words to describe Roach Morgan-Jones?

1. Personal

2. Committed

3. Progressive

Tea or Coffee?

Absolutely coffee, double shot please!

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CONTACT REBECCA

ANDREW SHIELS

Senior Accountant

What do you love about working at Roach Morgan-Jones?

Small, friendly environment.

When you’re not at work, where would we find you?

With my family and friends or playing football/golf.

Best financial advice?

Be disciplined and understand your limitations. That is, know what you can afford to spend/lose and always get advice when investing or purchasing something significant.

3 x words to describe Roach Morgan-Jones?

1. Friendly

2. Experienced

3. Committed

Tea or Coffee?

Tea, but not a big fan of either option.

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CONTACT ANDREW

ANN SAUNDERS

Accountant

How long have you worked at Roach Morgan-Jones?

Since July, 2014.
 

When you’re not at work, where would we find you?
You'll find me at the gym, riding my motorbike or pretty much doing anything outdoors.

Tea or Coffee?

I love cold green tea.

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CONTACT ANN

KERRIE BRUCE

Assistant Accountant

How long have you worked at Roach Morgan-Jones?

For only a short time….February 2020.

What do you love about working at Roach Morgan-Jones?

Being able to use and expand my skill set and to work in an organisation that is super organised and welcoming.

When you’re not at work, where would we find you?

You will find me working with my husband in our Tamworth based business, on the family farm or at home.

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Best financial advice?

When in business, find an accountant you can talk to, ask questions and keep planning.

3 x words to describe Roach Morgan-Jones? 

1. Approachable

2. Knowledgeable

3. Relaxed

Tea or Coffee?

Usually a coffee in the morning, otherwise tea.

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CONTACT KERRIE

LESLEY COTTER

Office Administrator

How long have you worked at Roach Morgan-Jones?

At the start of July 2014 - 5 years.

What do you love about working at Roach Morgan-Jones?

The day to day, interaction with our lovely clients and Staff members.

When you’re not at work, where would we find you?

Jumping on the trampoline with my 3 adorable grand daughters, walking my labs, working with my husband at our own business and checking in on my 80 year old Mum.  All of these activities keep me entertained and pretty busy.

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Best financial advice?

Know what you own, and know why you own it.

3 x words to describe Roach Morgan-Jones? 

1. Professional   

2. Trustworthy

3. Friendly

Tea or Coffee?

Hot Chocolate for me!

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CONTACT LESLEY

MADELINE KULK

Marketing

How long have you worked at Roach Morgan-Jones?

Since April 2020.

What do you love about working at Roach Morgan-Jones?

Working with a great bunch of people, learning new things and helping clients.

When you’re not at work, where would we find you?

At the park, going on walks and exploring with my husband and three young kids. As a family we love to keep active and getting out and about! I also spend a lot of time at the gym. 

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Best financial advice?

Always live within your means

3 x words to describe Roach Morgan-Jones? 

1. Friendly  

2. Trustworthy

3. Experienced

Tea or Coffee?

Almond milk mocha!

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CONTACT MADELINE