Managing Director
 
Kath Bergkvist
 
 
Accountants
 
Adam Hoskins
Carol Allan
Delia Scopulovic
Jessica Keeton
Scott Sharp
 
Administration
 
Julie Michels
Lisa Freemantle
Patricia Jones
 
 
 
 
 
 
 
 
 
 
 
   

Bergkvist & Associates has a number of senior accountants who are supported by intermediate accountants together with secretarial and administrative staff.


ADAM HOSKINS - Trainee Accountant

Adam is the youngest member of our team and our trainee accountant. He is currently completing his Commerce Degree at Newcastle University and is proving to be a worthy assistant in the preparation of taxation schedules and small business financial data.

Adam enjoys cricket, soccer, surfing, swimming and has participated in Dixon Park Voluntary Patrols for the past 5 years.


CAROL ALLAN - Intermediate Accountant

Carol has been with the firm since 2002. She currently holds an Advanced Diploma in Accounting and is completing her Bachelor of Commerce in Financial and Management Accounting. She is responsible for the preparation of individual tax returns, income tax withholding variations, property feasibility analysis and salary packaging for clients. Increasingly, Carol is stepping through to partnership, trust and company work. She is our resident JP and a current member of the National Institute of Accountants.

Carol spends considerable time with her clients in taxation 'face to face' matters which by choice is a major part of her working day. It's the one aspect of her time spent in the office which we couldn't wrestle away from her.


DELIA SCOPULOVIC - Client Services Manager

Delia has worked in public practice since graduating from the University of Newcastle in 1990 with a Bachelor of Commerce. Delia then went on to complete the CPA programme becoming a CPA in 1993 and a registered tax agent in 1996. Delia has 17 years tax and accounting experience across a broad range of small to medium business and has been a valued member of the Bergkvist & Associates team since 1998.

Delia is happily married with 2 sons and when not at work enjoys relaxing with her family.


JESSICA KEETON - Junior Trainee

Jess has been working with the firm since September 2008 and is completing a Bachelor of Commerce at the University of Newcastle . As a trainee she has been working mainly on individual tax returns for clients and the occasional small business work.


SCOTT SHARP - Client Services Manager

Scott joined Bergkvist and Associates in 2005 as an accountant and was recently appointed the firm's Client Services Manager. He received his commerce degree from The University of Newcastle and completed the CPA Program in 2005.

He has experience in areas including business services, superannuation, information technology and taxation. Scott's clients include building contractors, finance brokers, retailers and variety of small and medium sized businesses.

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