Our Team

As the Director of STB Wealth, Daniel has spent over 10 years navigating the intricate landscape of private wealth management. Holding a Graduate Diploma in Financial Planning, he has built his career on a simple truth: where others see overwhelming complexity, he sees a puzzle to be solved.

Daniel thrives on untangling the most sophisticated financial webs, transforming dense technical challenges into clear, actionable strategies for his clients. He believes that managing wealth shouldn’t be a burden, and he takes pride in providing the clarity and direction needed to navigate an ever-changing landscape. Whether it’s building wealth for your family’s future or carefully preparing for a seamless retirement, Daniel’s decade of experience is defined by precision, expertise, and a genuine passion for the "hard stuff."

Justin Shipp is a director and Senior Adviser with over 20 years of experience in the financial planning industry. He has completed a Bachelor of Business Degree and holds the internationally recognised Certified Financial Planner (CFP) designation by meeting rigorous education, examination, experience and ethical requirements. Justin holds membership through the Financial Advice Association Australia (FAAA).

Justin takes pride in understanding an individual’s unique circumstances and builds long-term relationships while delivering a truly professional service. He provides personalised solutions and stays updated on industry trends and best practices to provide ongoing informed guidance and a secure future.

Debbie Potts is a Director of CLM Accountants, self confessed tax nerd and has been working in the accounting and tax industry for over 25 years. She has a Bachelor of Commerce and Masters in Applied Taxation and holds memberships with the Institute of Public Accountants and SAPEPAA.

With a passion for continued learning and building relationships, Debbie works with business owners to assist in attaining the results required to make their business as rewarding as possible. As a business owner herself she understands the ups and downs and appreciates how life can throw you curve-balls.

I’ve been a part of the CLM Team for 12 years and in the accounting industry for the majority of my working career in New Zealand, Sunshine Coast, Townsville, and now Hervey Bay.

I assist the accountants with the set-up of new entities, business registrations, ASIC yearly and compliance changes and am a part of the client services team.

Isabelle Lee (Issy) is a Chartered Accountant at CLM Accountants, working closely with business owners across tax, compliance, and ongoing advisory matters. She holds a Bachelor of Commerce and a Graduate Diploma of Chartered Accounting.

Issy enjoys working alongside business owners as their businesses grow and change, taking the time to clearly explain issues, summarise options, and outline next steps in a practical and approachable way. She has experience assisting clients in the construction and building industry, including navigating QBCC financial reporting requirements. Known for her calm, considered approach, Issy focuses on helping clients feel organised, informed, and confident in their decisions.

I have been part of CLM Accountants at Advice Centre since November 2023, beginning my journey as a receptionist. Through dedication and a strong willingness to learn, I have progressed into the audit team, where I now assist with audit processes and support accountants in their day-to-day work.

I have developed practical skills and industry knowledge through hands-on experience, demonstrating adaptability, initiative, and a commitment to professional growth. I look forward to continuing to develop my skills and knowledge and learning more within the industry.

Katrina Ehrlich is an SMSF Accountant, specialising in the preparation and compliance of self-managed superannuation funds. She works closely with clients and advisers to ensure SMSFs meet their regulatory obligations while supporting strong reporting and accurate record-keeping.

With a detail-focused and methodical approach, Katrina plays an important role in helping clients navigate the complexities of SMSF administration. She is committed to maintaining high compliance standards and contributing to smooth, efficient outcomes for both clients and the wider team.

Kirsty Andrews is a Senior Accountant who holds a Bachelor of Commerce. She has been with CLM for over 22 years.

She works closely with small business clients, providing accounting and tax compliance services along with practical, down-to-earth advice to support informed decision-making and long-term business success.

Lorna Sutton is a Fellow Chartered Accountant. She works closely with clients as a senior accountant at CLM Accountants and shares her financial knowledge volunteering on boards of local community organisations.

Lorna enjoys using her skills and knowledge to assist businesses with planning and reporting and is inspired by the innovative and diverse range of businesses in our community. She enjoys the lifestyle of the Fraser Coast with her young family.

Marc Carpenter, Director of CLM Accountants and Advice Centre, has dedicated his career to helping small business owners navigate accounting, taxation, and strategic decision-making. With 25 years’ experience in the accounting and tax profession and over 30 years working closely with small businesses, Marc brings deep technical expertise combined with practical, real-world commercial insight.

He holds a Bachelor of Business (Accountancy) and is a Fellow Member of the Institute of Public Accountants (FIPA) and the Institute of Financial Accountants (FFA). Marc is committed to delivering clear, practical advice that empowers clients to build sustainable, profitable businesses.

Beyond his professional work, Marc is passionate about his family and giving back to the community. He is a Life Member of the Hervey Bay Rugby League Club Inc and serves as a Director on the board of Rally for a Cause Ltd, reflecting his strong commitment to community involvement and charitable causes.

Renee Walmsley is an Accountant at CLM Accountants with a strong background in the financial services industry. After spending 18 years with the Commonwealth Bank, Renee made a deliberate career transition into accounting, bringing with her extensive industry experience and a client-focused approach to the profession.

Renee holds a Bachelor of Business and Commerce, majoring in Accounting, from the University of Southern Queensland (UniSQ), graduating in 2024.

She is passionate about helping clients achieve their financial goals and is committed to delivering practical, clear, and supportive accounting advice.

Based in Hervey Bay for the past 17 years, Renee enjoys spending quality time with her husband, two children, and much-loved Rottweiler, embracing a balanced and fulfilling professional and personal life.

Rhianne Nicholls is one of our Client Service Assistants and the friendly face who welcomes clients at the front desk. She brings over 20 years of experience in administrative roles within accounting firms. With her extensive background, Rhianne is a valued member of our team, providing support to both clients and staff across a wide range of needs.

Shane Edmondstone is the Practice Manager at Advice Centre, providing support across the business and helping ensure the smooth day-to-day running of the practice. Known for her approachable and supportive manner, Shane plays an important role in creating a welcoming and well-organised environment for both clients and team members.

Outside of work, Shane is family-focused and actively involved in her local community. She currently serves as Treasurer of the Maryborough Eisteddfod, supporting local arts and young performers.

With a Bachelor of Business in Accounting and over 30 years of accounting experience, Shayle brings a wealth of knowledge and practical expertise to every client engagement. Passionate about helping individuals and businesses stay compliant with ATO requirements, Shayle is known for providing reliable and detail-oriented support.

Outside of work, Shayle enjoys photography and travelling, always seeking new perspectives and experiences.

Sheree Ryan is a dedicated Client Services Assistant with over 15 years of experience, providing support across administration, ITR preparation, and SMSF assistance. Known for her reliability and strong client service skills, Sheree plays an integral role in keeping processes running smoothly.

Outside of work, she’s a proud mum of three and loves spending time outdoors—especially camping trips and days at the beach.

Suzy Styles has worked as an accountant at Advice Centre for over five years, following more than a decade of dedicated effort toward building her accounting career. She holds a Bachelor of Commerce with majors in Accounting and Finance and has recently completed her Graduate Diploma of Chartered Accounting.

Suzy is passionate about supporting small and medium-sized business owners in meeting their tax obligations and understanding their financial position. With a long-standing love of mathematics, she particularly enjoys the analytical and calculation-focused aspects of accounting.

Sara Lewis is the founder of Lewis Consulting & Finance, bringing extensive experience across residential, commercial and asset finance. She began her Mortgage and Finance Broking career in 2017 and went on to establish her own business in 2019, driven by a passion for helping clients understand their options and achieve their property goals through clear, personalised financial advice.

With a strong commitment to education and long-term client relationships, Sara works closely with individuals and families to ensure their finance strategies evolve with their needs. Her broad industry knowledge and genuine care for her clients have seen many return to her for guidance as their circumstances grow and change.

Outside the world of finance, Sara is a Les Mills certified fitness trainer, a dedicated first aid officer for her son’s school football team, and a devoted wife, mum and grandma. Her energy, compassion and community spirit shine through in all areas of her life—both professionally and personally.