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About Us

At GTC Financial, we believe that true professionalism is having the courage to care about our people, our clients  and their businesses. Our purpose at GTC Financial is to help every client exceed their goals so they become financially independent and this inspires everyone involved. We want to look forward to each day, work with interesting clients, spend time with colleagues we like and go home each day with a sense of genuine satisfaction and reward.

Our Team

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Carissa Gordon

BBus(Acct) CPA
Associate Partner


Carissa is a qualified Accountant with 20 years experience in a diverse range of roles, including motel management, not-for-profit organisations and public accounting. Carissa loves working in public practice and helping businesses to improve profits, increase Cashflow and reach their financial goals. She believes that a business is like a snowflake, unique, and should be dealt with and nurtured in its own unique way.

 

Our team and clients value Carissa’s reliability. We can always count on Carissa’s help to get things done quickly, accurately and without fuss.

Carissa enjoys spending her weekends with her family and loves scrapbooking and cooking up a storm in the kitchen.

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Jody Smith

BBus(Acct) FCPA
Associate Partner


Over the 23 years since joining the GTC Financial team in 1999 as a trainee accountant, Jody has gained a vast range of experience working with a variety of clients from many different industries. During that time, Jody has completed her Bachelor of Business (Accounting) at CQ University, the CPA Program with CPA Australia and most recently has been advanced to a Fellow of CPA Australia, recognising her experience, expertise and longstanding commitment to her profession.

 

Growing up with parents in small business, stemmed Jody’s passion for business and accounting.  She enjoys working with clients, helping them to understand their numbers and grow their business not only as their accountant, but as their trusted business advisor.

Jody values integrity, commitment and passion and relishes the opportunity to work with like-minded people.

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Michelle Drever

BBus(Acct)
Client Manager


Michelle is a qualified accountant completing her degree at CQ University Gladstone in July 2008. Michelle is a born & bred local and has been working in public practice in Gladstone since graduating.  She has experience in many different industries and clients.

 

Michelle enjoys developing budgets and cashflows for businesses to help them grow their business and she loves seeing clients accomplish their goals.

 

In her time away from the office, Michelle enjoys spending time with her 2 children, horse riding or somewhere near the water.

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Heidi McCormick

BAcct 
Accountant


Heidi is a qualified accountant, passionate about business. She has a background in retail management  and grew up in a family-run small business. Heidi understands the challenges faced by business owners. She loves digging into problems, finding solutions and believes there is no problem that cannot be resolved.

 

Heidi enjoys travelling and has travelled extensively throughout Australia, overseas and lived in Ireland for 3 years. She is a marathon runner and loves camping and fishing with family and friends and is always looking to explore something new and exciting.

 

Heidi has recently started studying to become a Chartered Accountant. 

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Michelle Spann

Client Services Coordinator


Michelle is the welcoming face of GTC. She assists both the Accounting and Financial Planning teams and is always ready to lend a hand, answer queries and assist our clients in any way.

 

Michelle is a long-time local and before joining the GTC team, spent a few years working in the UK. She is always looking for new creative ways to do things and enjoys making fun experiences for those around her.

 

In her down time, Michelle enjoys performing with Gladstone Performing Arts Company, particularly with their choir, Company of Voices. She was lucky enough to be a part of the West End Musical Choir in London, Performing at Disneyland Paris as well as for charities in Trafalgar Square.

Our Values

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Ethical

We always act in the best interests of our team and clients.

 
 
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Team Work

We are a close team, we support each other and take time to have fun.

Continuous Learning - We are always looking for new ideas and ways to improve.

 

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Results Focused

We deliver great results for our clients & GTC

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Follow Through

We deliver everything we promise. 

Pride & Quality - In everything we do.

 

 

Our Purpose

Our purpose at GTC Financial is to help every client to achieve their goals & become financially independent.

We believe that big dreams begin with a good plan. We:

 

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Ask lots of questions

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Deeply understand our clients goals

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Value our clients opinion

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Understand our clients business

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Provide the best advice for our clients circumstance

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Invested in our clients' success

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Are trusted advisers

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Tailor solutions to suit our clients unique circumstances