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Quantum Wealth Solutions
 


Profile

Gaertner & Associates is an accounting practice that operates an office in Lismore NSW 2480 and Ballina NSW 2478. The practice was established in August 2000 when Michael Gaertner moved to Ballina with a small team to form his own practice. Gaertner & Associates has continued to have tremendous growth with the current partners Paul Latta and Blake Johnson becoming partners of the practice in January 2003 and January 2018 respectively. The practice continues to grow substantially and we have increased our team members to meet the needs of our clients. Our main office is situated in Ballina, however in July 2009 we opened an additional office in Lismore after acquiring Peter Nind’s practice. Gaertner & Associates also acquired the practice of Nolke De Vries in July 2015.

Gaertner & Associates also has an in-house referral with Quantum Wealth Solutions should you wish to discuss any of your Financial Planning needs. Having a plan to know where you are going and how to get there is important as well as protecting your family and your assets. If you require an appointment please contact our Ballina or Lismore Office.


 

Personnel


Paul Latta BBus
Partner

Paul completed his Bachelor of Business (Major in Accounting) at Southern Cross University in 1997. Paul began his accounting career at Gaertner & Young in October 1997, prior to moving to Ballina in August 2000 to assist in the start up of Gaertner & Associates. Paul has been a partner of Gaertner & Associates since 2003. Paul also has financial planning qualifications since 2000. Paul is married to Jemima and combined they have 6 children. His interests include all sports, his passion being baseball and rugby league.

 

Blake Johnson
Partner

Blake’s accounting career commenced in February 2004. Blake joined Gaertner & Associates in October 2007 where he specialises in taxation. Blake became a registered Tax Agent and an Associates Member of the Tax Institute in December 2017. Blake has been living in the region since 1994 and currently resides in Lismore with his wife, Rebecca and is a proud father to Isaac, Cooper and Hamish. Blake has many interests including golf, squash, cricket and rugby league.



Lucy Alcock
Office Manager

Lucy commenced work with Gaertner and Associates in November 2013 and has completed traineeships in Certificate III and Certificate IV in Business Administration winning an Award of Excellence from North Coast TAFE. Lucy has grown up in the local area and her interest’s include socialising with family and friends, reading and 4WD.



Dawn Back
Accountant

Dawn commenced work with Gaertner & Associates in July 2009 and has worked in the taxation industry locally since 1971. Dawn is married to Graham and her interest include family, church activities and various sports.



Isabella Fitzpatrick
Receptionist

Isabella commenced work at Gaertner & Associates in February 2017. She was raised in the local area and completed Year 11 at Kadina High School in 2015. Isabella’s interests include art, music and spending time with family and friends.

 

Matilda Baird
Receptionist

Matilda commenced work with Gaertner & Associates in February 2018. Matilda grew up in Sydney and moved to the area in 2016. Matilda is currently completing a traineeship in Business Administration Certificate III at Ballina TAFE. Matilda enjoys spending time with family and friends, cooking, running and yoga.