Our Team at UPA

Stuart Webley B.Com., FCPA.

Managing Director …read more

Oversees the business operations and direction and works with selected clients from a financial planning and accounting perspective.
21 years with UPA
Prior to founding UPA, Stuart commenced his career in 1987 with KPMG.

Warren Meiklejohn B.Bus(Acc)., Dip. FS (FP)., CSM., FTIA, CPA

Client Service Specialist - Taxation …read more

Provides high level taxation advice to clients and technical support to our accounting staff.
14 years with UPA
Warren has a combined 20 years experience in the Financial Services industry, working with the likes of AMP before joining UPA.

Doug Henderson B.Bus.,Adv. Dip. FS (FP)., A Fin

Client Service Specialist - Investments …read more

Watching and analysing the worldwide financial markets daily enables Doug to provide the most up to date and effective advice to his clients.
8 years with UPA
Doug has over 8 years in the Financial Services industry and prior to this gained further experience from working in a number of different industries abroad.

Wayne Spelleken Dip. FP., Dip. FS (Finance)

Client Service Specialist - Finance …read more

In addition to managing the Financial Services department, Wayne is our resident finance expert.
13 years with UPA
Prior to joining UPA, Wayne worked with the ANZ Banking Corporation for 27 years with positions such as Branch Manager and Lending Manager.

Scott Bailey B.Bus., CPA

Client Service Advisor - Accounting …read more

Completes accounting work for his client base, working in with other departments to ensure all aspects are met and compliance requirements are adhered to.
7 years with UPA (and formerly with BGP)
Scott has a combined 6 years experience in the accounting profession, prior to this Scott worked in the banking industry with Westpac.

Julie Toy B.Bus(Acc)., ASA

Client Service Advisor - Accounting …read more

Completes accounting work for her client base, working in with other departments to ensure all aspects are met and compliance requirements are adhered to.
5 years with UPA
Julie has a combined 12 years experience in the accounting profession.

James Wilson BBS., M.ProfAc

Client Service Advisor - Accounting …read more

Completes accounting work for his client base, working in with other departments to ensure all aspects are met and compliance requirements are adhered to.
7 years with UPA (and formerly with BGP)
James has a combined 6 years experience in the accounting profession, prior to this James worked overseas in the Real Estate industry.

Clayton Ross

Client Liaison Officer …read more

The point of contact for client complaints or compliments.
2 year with UPA
Having owned and operated his own successful service based businesses both on the Gold Coast and in Melbourne, Clayton is well placed to understand the needs of our clients.

Our Professional Team