Principal

Geoff is a Principal of LBW Chartered Accountants.

Geoff’s background is in public accounting having worked for the big four accounting firms both locally and overseas. He also has experience in the corporate sector.

Principal

Commenced working in public practice in 1995 for a small firm which he assumed control of in 2003. In 2007 Leigh merged his firm with LBW and assumed a role as a Senior Manager until 2012 at which time he was appointed as a Principal of the firm.

Principal

Nick Klein is a Principal and Director of LBW Chartered Accountants, one of the largest Chartered Accounting firms in Geelong.

Nick has formerly worked within large corporate and public accounting environments in Melbourne and has a Bachelor of Commerce degree from Deakin University (Geelong) and is a member of the Institute of Chartered Accountants.

Principal

Interacting with clients from all walks of life, Richard is able to draw on 30 years of experience in public practice to assist families and businesses in finding practical solutions to their problems.

The Chinese community have a great way of doing business, which I find goes a long way to describing my approach to business practice. The Chinese call it “Quanxi”; I call it good business practice. Basically it entails getting to know your clients affairs, enjoying their company over a cup of coffee and ensuring the relationship at a business level is an overall enjoyable experience for both parties. Let’s face it; tax can be a fairly dry topic at the best of times.

As I get on in years I find myself getting more and more involved in the succession planning area; so much easier when you know your clients likes and dislikes from years of doing business together.

Principal

Simon has been in public practice accounting for over 23 years and has been a principal at LBW since 1 July 2007. Simon left PWC to head up LBW’s SMSF division and Tax division. Simon successfully completed his Masters of Taxation through Melbourne University in 2006 and advises clients on superannuation and taxation matters. He is also an authorised representative through LBW Financial Planning. In his spare time he enjoys going to the football, cooking and being a general taxi driver for his kids.

Principal-Audit & Assurance Services

Sri joined LBW in August 2002 after working at various KPMG offices. Sri is committed to timely communication with clients to avoid surprises at the end of the audit process.

Sri has over 22 years of audit experience and leads a team of auditors who are committed to technical excellence and renowned for meeting strict reporting timeframes of their clients.

His in-depth knowledge of ever changing auditing standards and his hands on approach in timely identification of clients’ issues ensures that his clients receive independent, timely and professional advice.