Quality business, tax and advice for business clients and self-funded retirees.

Our Team

Meet the team and learn how our broad range of experience and skills can best suit your accounting needs.
Ben Weeks

Director

Rachael Boulton

Senior Associate

Peter Moncrieff

Senior Client Manager

Rebecca Armitage

Senior Client Manager

Jason Organ

Senior Client Manager

Tom Galvin

Senior Client Manager

Kate Kruk

Senior Client Manager

Jacquie Otto

SMSF Administrator

Kylie Nolan

SMSF Administrator

Jade Beerling

SMSF Administrator

Jackie Williams

Client Manager

Karen Clarke

Client Manager

Areti Butcher

Client Manager

Kate Lorback

Client Manager

Marnie Moir

Client Manager

Careers

Otto & Partners are always looking for skilled and self-motivated individuals to join our team.

Our firm provides an ideal environment to develop your accounting skills and career under the guidance of quality mentors (both CA and CPA qualified). Our culture encourages co-operation and the sharing of knowledge between team members at all levels.

If you are interested in joining our team, please forward your resume to Craig.

Craig Otto

Director

Before founding the practice, Craig worked with PriceWaterhouseCoopers in Brisbane which gave him exposure to a wide variety of strategic business and taxation issues.

At the completion of his Professional Year with the Institute of Chartered Accountants, he was one of four people short listed for the Institute’s prestigious Professional Year Medal.

Since moving to Noosa in 1999, Craig has developed detailed knowledge of the local business environment. He has been a key partner for his business clients by assisting them with building better businesses. He also services a portfolio of SMSF clients to ensure their tax, compliance and estate planning affairs are in order.

Services
  • Business structuring
  • Tax planning, minimisation and advice
  • Business management advice
  • SMSF administration and compliance
  • International tax
  • Cash flow forecasting and finance applications
  • Estate planning
Qualifications & Affiliations
  • Bachelor of Business – Honours (Accounting)
  • Chartered Accountant (CA)
  • Registered Tax Agent

Kesh Maclachlan

Director

Kesh is a Noosa local since 1986 and uses his local knowledge to assist clients with their business and taxation needs. He has extensive experience in the areas of business advisory, self-managed superannuation and taxation. Kesh enjoys building long term working relationships with his clients and maintains that the role of the accountant is to maximise client wealth through good decision making and tax effective structuring. He prides himself on achieving the best results for his clients and is always looking to go the extra mile.

Services
  • Business advisory and planning
  • Self-Managed Superannuation establishment, compliance and advice
  • New business advice, entity establishment & purchase due diligence
  • Capital Gains advice
  • Taxation advice
  • Tax residency advice
  • Asset structuring and restructuring
  • Estate planning & taxation
  • QBCC Licencing
Qualifications & Affiliations
  • Certified Practicing  Accountant (CPA)
  • Affiliate Chartered Accountant
  • Registered Tax Agent
  • Registered SMSF Auditor
  • SMSF Advisers Network Authorised Representative
  • Bachelor of Education (Mathematics & Science)

Ben Weeks

Director

Ben joined Otto & Partners in 2013 after spending the first 4 years of his accountancy career with a mid-tier firm in Brisbane. Now with over 10 years of experience and having enjoyed exposure to many industries from construction, to manufacturing, motor dealers, restaurants, retailing and freight, Ben enjoys working alongside family businesses to ensure they are correctly structured for asset protection, commercial operations and tax minimisation. Having completed a dual degree in accountancy and financial planning, Ben is also well placed to discuss your SMSF as he has a sound understanding of superannuation principles and the tax benefits of utilising superannuation as part of your overall wealth generation.

Services
  • Tax compliance
  • Business advisory
  • Structuring and restructuring
  • Tax planning
  • Business sale assistance and purchase due diligence
  • QBCC Licencing
Qualifications & Affiliations
  • Bachelor of Business (Accounting & Financial Planning)
  • Chartered Accountant (CA)
  • Registered Tax Agent

Rachael Boulton

Senior Associate

Rachael has worked in manufacturing, energy and the financial services industries having commenced her career as a project engineer and production manager. Rachael has also had experience in business improvement and business analysis roles. After starting a family, Rachael completed a Bachelor of Commerce and Graduate Certificate of Accounting. Rachael joined our team in February 2010.

Services
  • Business advisory
  • Taxation advice
  • Tax planning
Qualifications & Affiliations
  • Bachelor of Commerce
  • Bachelor of Engineering
  • Certified Practicing Accountant (CPA)

Peter Moncrieff

Senior Client Manager

Peter has developed expertise in small business advisory services and taxation advice, including business structuring, tax planning and capital gains tax advice. Peter has more than 20 years’ experience in dealing with all aspects of privately owned businesses. Peter joined the team at Otto & Partners in 2007.

Services
  • Tax compliance
  • Business advisory
  • Tax Planning
Qualifications & Affiliations
  • Bachelor of Commerce (Accounting)
  • Certified Practicing Accountant (CPA)

Rebecca Armitage

Senior Client Manager

Rebecca joined Otto & Partners in 2017 after relocating to the Sunshine Coast from Central Queensland. Prior to commencing with us, Rebecca spent the first 3 years of her career working in a small accountancy firm where she worked with mostly small agriculture business clients. Now a qualified Chartered Accountant, Rebecca has a broad range of technical tax knowledge with a keen attention to detail. She is passionate about building meaningful relationships with her clients to best understand their needs and goals, providing simple advice resulting in positive business and tax outcomes. Rebecca has worked across a wide range of industries including agriculture, construction, fashion, retail, hospitality and professional services, as well as high net wealth individuals and property investors.

Services
  • Tax compliance
  • Business advisory
  • Tax planning
  • QBCC Licencing
Qualifications & Affiliations
  • Bachelor of Accounting
  • Chartered Accountant (CA)

Jason Organ

Senior Client Manager

Prior to launching a “sea-change” career in financial services, Jason worked in the IT and Creative Arts industries. An exhausting schedule of sponsored art exhibitions in inner city galleries, nationwide music tours and providing technical support for global IT companies had Jason pining for a quieter life on the Sunshine Coast. After arriving in Coolum Beach in 2005, Jason both began a family & completed a Bachelor of Business in Accounting after which he studied further to become a Certified Practising Accountant. Jason joined our team in 2011 and has since gained valuable experience with a range of Noosa small business’s. In addition to his experienced financial advice, Jason hopes his diverse career background helps provide a “big picture viewpoint” for his clients.

Services
  • Preparation of financial statements for tax compliance and business sales
  • Tax compliance including annual and periodical lodgement
  • Taxation advice
  • General IT software support
Qualifications & Affiliations
  • Bachelor of Business (Accounting)
  • Certified Practicing Accountant (CPA)

Tom Galvin

Senior Client Manager

Tom joined Otto & Partners in 2022 after graduating from the University of Sunshine Coast as a high achiever.

Tom has experience working with a broad range of clients from a variety of sectors including construction, hospitality, medical, professional services and investment.

Tom has a noticeable go-get attitude which leads him to strive for the best result for his clients.

It is this attitude that fuels Tom’s oft quoted motto – the sky is the limit.

Services
  • Financial Statements
  • Tax compliance and advice
  • Tax planning
  • Complex tax advice
Qualifications & Affiliations
  • Bachelor of Commerce (Accounting)
  • Chartered Accountant (CA ANZ)

Kate Kruk

Senior Client Manager

Kate joined Otto & Partners in 2025 after relocating with her family from Brisbane in 2023.

Prior to commencing with us, Kate spent 12 years working for a mid-tier accounting firm in Brisbane. Kate also has varied work experience in commerce working for a leading regional Bank as well as not-for profit organisations and running her own bookkeeping business.

Kate has experience working with a broad range of clients from a variety of sectors including real Estate, property and construction, professional services and investment.

Services
  • Financial accounting and reporting
  • Tax compliance and advice
  • Tax planning
Qualifications & Affiliations
  • Bachelor of Business (Accounting)
  • Chartered Accountant (CA ANZ)

Jacquie Otto

Self-Managed Super Fund Administrator

Jacquie has over 15 years’ experience working in chartered accounting firms. Jacquie currently specialises in administering self-managed superannuation funds.

Services
  • Administration of Self-Managed Super Funds

Kylie Nolan

SMSF Administrator

Prior to commencing with us in January 2017, Kylie worked in an accountancy firm in Tamworth for 6 years where she gained experience with small to medium sized businesses.

Services
  • SMSF financial statements & tax return preparation
  • SMSF administration
  • Financial statements
  • Tax returns
  • Business activity statements
  • Tax planning
Qualifications & Affiliations
  • Bachelor of Accounting

Jade Beerling

SMSF Administrator

Jade finished school in 2006 and started studying accounting at The University of the Sunshine Coast in 2007. Jade worked in a bookkeeping business for a short period while she was studying until she joined Otto & Partners in May 2007. Jade has been administering self-managed superannuation funds since commencing work with Otto and Partners and thoroughly enjoys working in the self-managed superannuation fund field.

Services
  • SMSF administration
  • SMSF financial statements & tax return preparation
  • Preparation of Aged Pension Centrelink documentation
Qualifications & Affiliations
  • Bachelor of Business (Accounting, Financial Planning & Human Resources)

Jackie Williams

Client Manager

Jackie is a long term Sunshine Coast local, growing up in the Noosa Hinterland. After starting in the accounting industry in 2008 (following raising children and working in a small family business) Jackie completed her Bachelor degree in Accounting with Central Queensland University, along with additional studies and experience before gaining her CPA membership in early 2022. Jackie joined the team at Otto Partners in 2022 after working with other accounting firms on the coast, gaining experience in a broad variety of small businesses.

Services
  • Preparation of financial statements
  • Preparation of tax returns
  • Preparation of business activity statements
Qualifications & Affiliations
  • Bachelor of Accounting
  • Certified Practising Accountant (CPA)

Karen Clarke

Client Manager

Prior to commencing with us , Karen has worked in accountancy firms in the local area for 27 years, where she has gained experience with small to medium sized businesses. Karen joined our team in September 2019.

Services
  • Tax returns
  • Financial statements
  • Business activity statements
  • Tax planning
Qualifications & Affiliations
  • Associate Diploma of Business

Rebecca Polla-Mounter

Client Manager

Rebecca worked with a law firm before joining our team in June 2008. Since that time she has specialised in preparing individual tax returns and maximising the deductions and tax offsets that may be claimed by our clients.

Services
  • Preparation of tax returns for individuals
  • Preparation of tax returns for deceased estates
Qualifications & Affiliations
  • Justice of the Peace (Qualified)

Areti Butcher

Client Manager

Areti worked for a Cairns based Chartered Accounting firm for six years. After a break to raise her young family, she commenced work with Otto & Partners in August 2010. 

Services
  • Preparation of financial statements
  • Preparation of tax returns
  • Preparation of business activity statements
Qualifications & Affiliations
  • Bachelor of Science

Kate Lorback

Client Manager

Kate Lorback grew up in Noosa before spending several years travelling, ultimately returning in 2013 to raise her family and establish her career. She brings a diverse professional background spanning hospitality, administration, and bookkeeping. These experiences shaped her interest in pursuing accounting at a higher level. Kate completed a Bachelor of Commerce (Accounting) at USC in 2023, graduating with strong academic achievement. She now works in business services, where she is committed to supporting small businesses and providing clear, reassuring guidance to clients navigating tax and compliance matters.

Services
  • Financial Statements
  • Tax compliance and advice
  • Business activity statements
  • Tax planning
Qualifications & Affiliations
  • Bachelor of Commerce (Accounting)

Marnie Moir

Client Manager

Marnie began her accounting career in 2008 and has since built a broad foundation across both public practice and industry roles. After completing her university studies in 2014, she went on to work with organisations in the property development and construction sectors, gaining hands on experience in complex financial environments. Originally based in Sydney, Marnie relocated to the Sunshine Coast in early 2022, where she continues to grow her career and contribute her expertise to the local business community.

Services
  • Financial Statements
  • Tax compliance and advice
  • Business activity statements
  • Tax planning
Qualifications & Affiliations
  • Bachelor of Accounting