Charter Partners

Our Team

Certified Practising Accountants

Charter Partners is a financial services company that has been providing customised financial solutions and trusted business advice since 1932.

We are home to Certified Practicing Accountants (CPA), and we serve individuals and businesses throughout Brisbane, Bundaberg and Gympie.

As a CPA practice, we employ individuals who possess specialist knowledge.

We attribute our success and evolution over the years to the people who make up our organisation.

We go the extra mile to provide advice and solutions that add value, promote growth and sustainability within the businesses and ultimately, that help our clients enjoy a secure and wealthy future.

Team Discussion Meeting - Charter Partners In Brisbane

Board of Principals

Charter Partners’ Board of Principals are composed of CPAs - experts who bring industry best practices into our day-to-day operations.

When you choose us to handle your accounting and tax needs, business mentoring or other financial matters, you will be working with certified, capable and experienced professionals. You can count on us to provide you with objective and practical business health checks, mentoring, tax planning and financial forecasting solutions. Please feel free to contact us to learn more about Anthony McPhee, Luke Samways and Inga Jarick who complete our Board of Principals.
Anthony McPhee

ANTHONY MCPHEE​

PRINCIPAL

B.Bus (Accy) QUT | FCPA, SSA (SMSF Specialist Advisor with the SMSF Association) & Registered Tax Agent

Anthony has over 25 years accountancy, taxation and superannuation (SMSF) experience. He eagerly welcomes a challenge and his passion is in small business accounting, superannuation, consulting and taxation advice. He provides real business benefits for each of his clients and is well regarded for his succinct and accurate accounting skills. Anthony is also a self-managed superannuation fund (SMSF) specialist with Australia’s leading SMSF body, The SMSF Association.

Alongside giving sound advice on business acquisitions, valuations and tax planning, Anthony is also involved in property development. He has project managed the construction and development of a number of commercial properties including the Charter Partners head office building in Gympie and Bourbong Medical Centre in Bundaberg.

Anthony is a highly esteemed and active member of a number of professional groups, associations and clubs including, however not limited to; the Chamber of Commerce, Business Network International (BNI), and the Royal Queensland Golf Club.

LUKE SAMWAYS​

PRINCIPAL

B.Bus (Acc) |NTAAF | Registered Tax Agent

Luke became a partner of Charter Partners in August 2012 and leads the Bundaberg office. Luke plays a fundamental role in ensuring clients’ needs are promptly attended to and works hard to ensure the Charter Partners philosophy of Quality and Service are well and truly met.

Luke is Bundaberg born and bred, and knows the area and its business and community well. His desire to stay and raise two children in such a wonderful and secure environment says a lot about his commitment to the area and confidence in its future. Luke’s pleasant personality and ability to explain often-complex matters in a simple manner are strengths that have made him highly effective as a business advisor.
Luke Samways
Inga Jarick

INGA JARICK​

PRINCIPAL

B.Comm (Acc & Fin) with Distinction | CPA

Inga leads a dedicated team in the Gympie office. The breadth of experience and knowledge gained in a 30 plus year career working in a variety of finance roles, with the last fifteen plus years in a professional practice with Charter Partners, has allowed Inga to bring a new dimension to the practice. Raised on a cattle and sugar cane property, she is only too familiar with the challenges and issues of rural life and business, making her an asset in our semi-rural community. The rural ties run deep and Inga lives with her husband and three children on a small property outside Gympie where they run a few cattle and enjoy horse riding every chance they get.

Our Corporate Services Team

Our Corporate Services Team possesses the knowledge, expertise and eye for detail necessary to provide our clients with solutions that support their vision and business goals.

Composed of professionals with significant industry experience and organisational skills, our Corporate Services Team are formidable assets to the company, working hard to ensure the communication lines between us and our external partners are clear and that every concern is attended to. They are experts not just at crunching numbers, but also at making sure our company delivers quality end-products and warm, personalised service. Learn more about the members of our Corporate Services Team today.

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Lynne Blake

Brad Wines

Jan-Maree Shepherd

Lindi de Klerk

Chelcee Greer

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Anthony McPhee

Ella Li

Jessica Singh

Sheridan Slattery

Casey Marshall

Our Brisbane Team

Our Brisbane team is led by Charter Partners Principal Anthony McPhee who was admitted as a Certified Practising Accountant of the Australian Society of Certified Practising Accountants in February 1995.

With more than 25 years of experience in accountancy, taxation and superannuation (SMSF), Anthony leads our team of accountants, advisors and consultants towards providing top-calibre advice and solutions to both business owners and individuals.
To learn more about our team in Brisbane, please contact us.

Our Bundaberg Team

The Bundaberg Team is headed by Charter Partners Principal Luke Samways.

An NTAA Public Accountant and Registered Tax Agent with an invaluable ability to simplify and communicate complex matters, he leads Team Bundaberg towards bringing expertise and communication skills to the table.

This unique combination of soft skills and technical expertise are valuable in helping our partners achieve success.

Our team of accountants, bookkeepers, client managers and administrative professionals provide quality service, advice and support to help our clients reach their finance and business objectives.

Please feel free to browse through our page to learn more about our team.

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Luke Samways

Craig Proctor

Penny Smith

Judy Gibbs

Mandy Taske

Annika Warren

Amrita Lal

Penni Ditchmen

Tanya Wilson

Melissa Connolly

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Inga Jarick

Marg McCarthy

Linda Richards

Jo Chubb

Tania Hubbard

Simone de Rooij

Shaun Ward

Nicole Shaw

Shania Schneider

Charlotte Pegues

Brooke Johnson

Our Gympie Team

One of Charter Partners’ Principals, Inga Jarick is the Team Leader of the Gympie Team.

A CPA with experience in the finance industry that spans three decades, Inga leads her dedicated team with a thorough understanding of the concerns that surround a semi-rural community. Our team in Gympie is home to experienced accountants, client managers and administration managers who consistently work to establish best practices. We believe that the strength of our Gympie Team lies in our knowledge of the local community, our people, the work we do and the technology we use across the organisation. Please feel free to get in touch with one of our friendly team members today.

Our History

Charter Partners can trace its humble beginnings back to 1932, as an accounting practice in Gympie. Almost 90 years later, we are a highly successful practice providing a comprehensive range of finance, accounting, taxation and business mentoring solutions. We have made it our mission to help individuals and businesses throughout Queensland pay less tax, be compliant and build successful and sustainable businesses. Our vision is a future where we work with our clients to build thriving businesses and implement effective wealth management practices. Read on to learn more about our company’s timeline and history.
Brisbane Cityscape - Charter Partners In Brisbane
1932

Established Business

Another office opened in Murgon
1940

1960

Ray Saunders partnered with David Leitch – practice named changed to Leitch & Saunders

Mr. Ray Saunders moved from the Murgon office to Gympie

1962

David Leitch moved into other fields – practice name changed to R. A. Saunders & Co.

1970

Mr. Saunders instigated the formation of the Gympie & North Coast Building Society of which he was Secretary/Manager

1970

David Leitch moved into other fields – practice name changed to R. A. Saunders & Co.
Mr. Saunders instigated the formation of the Gympie & North Coast Building Society of which he was Secretary/Manager

1970

Mr. Saunders left the practice with Mr. Fell taking over building society responsibilities. All associated co-op building societies closed, one-by-one.

Accountancy practice had all attachments moved to 214 Mary Street, Gympie, formerly the Royal Exchange Hotel

1974

MR. SAUNDERS’ BUILDING SOCIETY MOVED TO A COMPUTER SYSTEM, REMOVING THE NEED FOR MANUAL HANDLING OF ALL ACCOUNTANCY

James Laird and Richard McGrath joined the Gympie staff

1977

1980

Office was established in Brisbane, moving to the city to become a separate entity

Miss Wyn Stewart retired after 39 years of employment

1987

2000

Anthony McPhee became partner after working for several years as an accountant for the firm

Anthony McPhee became sole owner and name changed to Charter Partners

2009

2012

Luke Samways joined Mr. McPhee as partner

Charter Partners bought out Craig Proctors Associates in Bundaberg

2013

Inga Jarick became third partner of the firm

2015

Charter Partners bought Ashgrove Accountants

2015

Inga Jarick became third partner of the firm

Charter Partners bought Ashgrove Accountants

Charter Partners Gympie office relocated to a state-of-the-art building on Excelsior Road

2015

2016

Charter Partners moved the Ashgrove office to Milton

Charter Partners

Our Standards & Values

Excellence

The right tax planning strategies can help you take advantage of impressive tax saving opportunities that may be available to you. Let our team help you minimise your exposure.

Excellence

Charter Partners' growth and success is founded on identifying, developing and implementing excellence as best practice. We believe that to continue to achieve this, continuous innovation, reinvention and reorganisation is essential.

Excellence

The right tax planning strategies can help you take advantage of impressive tax saving opportunities that may be available to you. Let our team help you minimise your exposure.

Quality

Our goal is to consistently deliver end products that are second-to-none. Our solutions will be founded on quality, care and personal pride. No work will ever leave the office without being rigorously inspected, evaluated and updated to ensure quality solutions that provide value to our clients.

Service

The right tax planning strategies can help you take advantage of impressive tax saving opportunities that may be available to you. Let our team help you minimise your exposure.

Service

We deliver solutions that not only minimise tax and increase your profits, but also continuously meet your needs. We make communication a priority, maximising face-to-face meetings, phone calls, emails and other platforms, to deliver products that solve our clients’ concerns.

What Our Clients Say About Us

Julie-Anne B.Nova Gardens Nursery
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“As director of two companies that were in crisis with its previous accounting service, I engaged Charter Partners to assist with sorting out a complicated and messy financial situation. Charter Partners has, in the past 18 months, provided our companies with a totally professional and thorough approach to bringing our affairs in order. Their skills, knowledge and communication, coupled with a friendly and approachable organisational culture has been exemplary during this process. Additionally, Charter Partners’ advice has greatly assisted in the process of one company’s large asset sale via their investigations into our capital gains tax position and the subsequent minimisation of what could have been an extremely expensive tax bill. It is a pleasure to recommend Charter Partners accounting service to any individual or business seeking an honest, professional and prompt service that delivers very satisfactory results.”
Tina H.Tin Can Bay
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“Charter Partners are a part of our business, and a good part of our business. We’ve been working with them for nearly six years and trust them completely. Yes, they consistently provide excellent advice but it’s also knowing we can count on them because they are always there to provide support when we need.”
John & Ros M.Kandanga Valley Charolais & Charbray Stud
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“We’ve been with Charter Partners for quite a long time, over 20 years, and they are great to have as a business partner. They are very approachable and very professional. They’re a local company and they understand small business. They are always willing to talk. They have given us advice as far as who assist us with insurance and bank loans, all those sorts of things. The FPA prevents blowing out the end account for the year. They are very responsive and just a phone call away. I wouldn’t hesitate to recommend them.”
Deirdre T.Mitre 10, Tin Can Bay
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“The Business Optimiser Services are excellent. You can see your shortfalls and strong points and it provides extra insight into the business, creating a perspective that would take me much longer to achieve.”
Brad J.ABT Sharp Group
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“I was first recommended to Charter Partners by a business customer. After meeting with Anthony McPhee, I decided to partner with Charter Partners as they have the ability to think outside the box. Charter Partners always communicate with clarity and direction and have developed long term strategies for the growth of my business. Additionally, Charter Partners delivers an exceptional service which is great value for my money. I always recommend Charter Partners to people I know as a trustworthy accounting firm.”
Darrin & Ros R.
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“Over the last decade, we have always had excellent communication with Charter Partners. The staff are always willing to assist, providing professional advice in relation to all our accounting matters at all times. The accounting team are very efficient with record analysis and they hold a high regard for confidentiality and are always prompt with returning our original documents. We are confident that our financial data is correct and lodged appropriately with the Australian Taxation Office (ATO). Over the years, Charter Partners has built a strong relationship with our family and they understand the complex situation of our farming operations. Luke Samways understands it can be difficult for us to travel to Bundaberg from Biggenden for meetings and communicated with us very effectively by phone and email when required. Luke will pass on any matters we may need to be aware of and we trust his professional opinion. We appreciated Luke and the team’s dedication and professional attitude and would recommend Charter Partners to anyone who is looking for an accounting firm that can efficiently handle complex situations and brings you peace of mind.”
Joseph & Dorothy G.
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“Charter Partners is always very helpful when we are looking for information. We can always expect a happy and supportive staff member to gladly answer our questions, assist us with any queries we may have or guide us through any circumstances. Our relationship with our accountant is one-on-one and we appreciate their dedication when discussing our accounting matters. The staff at Charter Partners is professional and very prompt to complete our work, return our calls and answer our queries. We believe that a business is as good as the accountant they hire, and Charter Partners and their expert advice play an important role in our success. We would recommend Charter Partners as a reliable accountant and feel that you are not treated as “just another client”, but you are regarded as family.”
Brian & Lynn T.
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“Charter Partners are always willing to assist us and there are no queries that are too difficult for them to answer. We believe the Business Health Check service they offer is unique and is a fantastic tool for growing a business. Charter Partners provide solutions and strategies relevant to our business which can be implemented with ease. We are confident that we can contract our accountant at any time and be provided with adequate and straightforward answers. Charter Partners meet all our taxation and accounting needs with the most up to date and relevant information, offering peace of mind and taking away the stress and worry that can sometimes be associated with this aspect of business. We are proud to have been offered the opportunity to provide this testimonial for Charter Partners and cannot recommend them highly enough. Charter Partners’ experienced and knowledgeable staff is always friendly and helpful, offering quality and care. We trust Charter Partners to manage the taxation and accounting needs of our business and Self-Managed Superannuation Fund (SMSF), as well as the taxation needs for our family. Charter Partners form part of our business puzzle and their pieces directly link with success, making them an extension of our business.”
Paul & Yumi M.
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“Dear Anthony and the team, we hope you had an enjoyable New Year break. Thank you for your guidance and counsel and in helping us to free up cash flow. Your services have enabled us to focus more attention on testing and looking for new income sources for the company. We sincerely hope to increase production so we can increasingly benefit from your expertise.”
Robin C.Raine and Horne Tin Can Bay
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“I have pleasure in writing to you to express my gratitude for the guidance, work and input Charter Partners has given to me over many years. Being a sole operator running my growing and diverse business over time has been very daunting. A big personal thank you to Tania Hubbard. I find she is very proactive when it comes to keeping in touch and is always available to give my staff and myself advice and support at short notice. I must say that without the Professional services of Charter Partners I would not be in such a wonderful position of working on the outside of my Business. Thanks to my team Raine and Horne Tin Can Bay and Charter Partners, I can enjoy my time away with peace of mind. Anthony all of your staff, their professionalism, our planning meetings have become integral to my success.”
Nathan & Kellie O.Harcourts Gympie
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“We have been clients of Charter Partners for over 10 years. They have a great team that work together to provide professional advice on all accounting issues. We have never been disappointed in their services as we always receive a prompt response to any query and they always keep us up to date with any changes that may affect our business. Charter Partners have become an indispensable part of our business and we are fortunate to have chosen an accounting practice with a responsive, flexible and customer friendly ethos that match our needs.”