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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) ASA
Client Manager

Carissa is a qualified Accountant with 17 years experience in a diverse range of roles, including motel management, not-for-profit organisations and public...Read more

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Jody Smith BBus(Acct) FCPA
Client Manager

Over the 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 may different industries...Read more

Caitlin Purkis

Caitlin Purkis BAcc CA
Client Manager

 
Caitlin is a Chartered Accountant with over 10 years experience with small business in a variety of different industries such as retail. fishing, agriculture, construction and health practitioners. Read more
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Heidi McCormick BAcc
Accountant

Heidi is 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 ........Read more

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Michelle Spann
Front Desk 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........Read more

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Elona Espiritu
Accountant

Elona has been with GTC since 2019  and her role involves preparing BAS, Annual Accounts, Income Tax Returns......Read more

Crisitina

Cristina Boadilla
Accountant

Cristina has been with GTC Financial since July 2020 and her role involves preparing BAS, Annual Accounts and Income Tax Returns.

Cristina enjoys a challenge and loves learning. She is focused on delivering great results for GTC's clients....Read more 

 

 

 

 

 

 

 

 

Our Values

Business services
Ethical - We always act in the best interests of our team and clients.
 
 
Business financial care
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.
 
Financial Planning for Business Owners
Results focused - We deliver great results for our clients & GTC
Progressive Investors
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:

    • ask lots of questions
    • deeply understand our clients goals
    • value our clients opinion
    • understand our clients business
    • provide the best advice for our clients circumstances
    • invested in our clients success
    • are trusted advisers
    • tailor solutions to suit our clients unique circumstances