As Synergy’s Managing Director and a business adviser, Angie spends most of her time working directly with clients on their business.

One of her greatest skills is strategic business thinking and planning. Angie looks at the whole picture (business goals, personal goals, current position) and works to get her clients thinking strategically about what they need to do to get from where they are now, to where they want to be. This isn’t just financial goals. She’s passionate about clients having a business that works for them and provides balance (whatever that balance looks like).

Everyone says they offer advice but rarely do due to fear. Angie doesn’t shy away from giving advice, and her enthusiasm to work with clients and help them achieve their goals means advice and strategy is what she does each and every day.

Before joining Synergy Accountants in 2010 and subsequently taking over as Director in 2019, Angie owned a successful accounting practice in Brisbane. She believes in the importance of passing on her knowledge to up-and-coming tax professionals through mentoring and presenting at Tax Institute Young Tax Professional Seminars.

Qualifications and Memberships

Chartered Accountant

Bachelor of Accounting – University of South Australia

Bachelor of Criminology and Criminal Justice – Griffith University

Diploma in Financial Services (Financial Planning)

Public Practice Certificate – Chartered Accountants ANZ

Registered Tax Agent

Certificate IV in Finance and Mortgage Broking

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Daniel has been providing specialised business and taxation advice to some of Toowoomba’s most successful small and medium-sized businesses since joining Synergy in 2007. 

As Director, Daniel serves as an integral part of the Synergy leadership team, responsible for developing creative, yet precise business solutions for every one of his valued clients.

Prior to Synergy, Daniel worked in London, during which time he developed a wealth of knowledge and experience dealing with asset valuation, tax optimisation, commercial lending and cost management. He now applies these skills to a wide variety of increasingly complex, yet simultaneously demanding projects across his client base.

Daniel’s experience both in Australia and overseas has exposed him to an array of clients across a broad range of industries. His diverse and unique skill-set has contributed to many client’s success stories over the years, making him an invaluable member of Synergy Accountants.

Qualifications and Memberships

Bachelor of Business Accounting – Charles Sturt University

Chartered Accountant

Public Practice Certificate – Chartered Accountants ANZ

Diploma of Financial Planning

Registered Tax Agent

Certificate IV in Finance and Mortgage Broking

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Since 2007, Kathy has played an integral role at Synergy Accountants, providing professional advice to a broad range of small and medium businesses in the areas of tax, business growth and improvement, asset protection, business structuring, and succession.

Kathy specialises in the preparation and submission of private ruling applications to the Australian Taxation Office and has extensive knowledge of the taxation consequences and opportunities associated with compensation arrangements in relation to mining and gas compensation agreements.

Kathy takes great pride in being part of an experienced team providing high-level advice to assist clients in making informed business decisions which leads to success. She takes the time to understand her clients’ goals and specific needs, working closely with them to clarify their business and personal goals, and identify a clear path to achieving these goals.

Qualifications and Memberships

Chartered Accountant

Public Practice Certificate - Chartered Accountants ANZ

Bachelor of Business and Bachelor of Commerce – University of Southern Queensland

Public Practice Certificate – CPA Australia

Registered Tax Agent

Ross has been providing quality professional advice to small and medium businesses within a broad range of industries since 2009 and became a welcome addition to the Synergy team in 2016.

His passion for guiding business owners through the challenges and identifying opportunities assists them with understanding and meeting their personal and financial goals.

Ross specialises in helping clients who are new to operating a business and really gets a kick out of helping them get their business started and growing it with them. He’s a firm believer in setting goals early and linking these with everyday tasks to achieve future success.

Working closely with Managing Director Angie Barnard has seen Ross assisting clients with workforce planning and processes, and setting business values, and gains great satisfaction from seeing the right people in the right positions and therefore reducing the business owner’s workload and stress.

Ross takes great pride in having a team that provides high-quality service and does everything to ensure that they exceed client expectations.

Qualifications and Memberships

Bachelor of Commerce – University of Southern Queensland

Certified Practicing Accountant (CPA)

As Synergy Business Finance's Managing Director, Marcus spends most of his time working directly with clients on their finance needs

Growing up in western Queensland, he attended Nudgee College for high school and later Gatton College where he undertook a Bachelor of Business in Property Studies.

After graduating, Marcus joined the banking sector. Now with over 25 years banking experience he has worked with clients throughout Queensland and northern New South Wales - achieving continued results for his clients. 

During his banking career Marcus  was promoted to State Agribusiness Manager and Regional Executive, managing a large team of commercial and agribusiness managers throughout not only Toowoomba but broader Queensland.

With 2022 saw several changes for Synergy Consolidated – a new home, new service offerings for our clients and even more, a new look. Our client’s needs continue to grow in the current market, which saw an opportunity for Marcus to join the growing Synergy Business Finance team.

Marcus will work with our team of Finance Managers and Finance Officers across an array of lending sectors – from residential, to equipment, commercial and agribusiness.

Qualifications and Memberships

Bachelor of Business (Prop Stud)

Graduate Diploma (AgEcom)

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Brendan joined Synergy Business Finance in April 2022 and, along with Marcus, oversees all the commercial and residential finance for our diverse range of clients.

As a previous small business owner Brendan understands the importance of having the right finance solutions available and in place to ensure a business can grow. And, whilst finding a finance solution for a client is always rewarding, it is the long-term partnerships and relationships that Brendan is passionate about. Working with clients to grow their business, find their dream home or start their investment property journey are the rewards that make finance broking so fulfilling.

Brendan establishes long-term partnerships and relationships through a keen interest to understand a client’s journey, specific needs, and future goals. Every client has a unique story and taking the time to understand each client’s story is one of Brendan’s best skills. The opportunity to then work with that client over time to achieve their long-term goals is incredibly satisfying.

Qualifications and Memberships

Bachelor of Commerce (Business Law)

Diploma of Finance & Mortgage Broking Management

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