FIRM HISTORY
MWY is an accounting & financial planning firm with over 110 years of history and service in Melbourne.
We have proudly practiced under the one name since 1912, providing over a century of service to our clients, a unique achievement in the business community.
The firm commenced in 1906 when Mr L J Watson started the practice. He was joined by Mr R T Morton in 1909 and Mr S G Young in 1912 when the current name was registered and practice set up in Queens Road, Melbourne.
Over its history, the firm has operated from the City, Dandenong and Berwick and since 2022, Morton Watson and Young has operated out of its newly renovated premises in the Mulgrave business park.
OUR PURPOSE
At Morton, Watson and Young we strive to put business owners and investors needs at the forefront of all of our services.
We are not a one size fits all firm. We work flexibly, listening to our clients needs, goals and wants and tailoring solutions based on what you want.
At Morton Watson and Young we recognise the need for a trusted advisor, educator and advocate for business owners as you navigate the myriad of tax, payroll, financial reporting and business management issues from the ATO, ASIC, State Revenue Office and FairWork.
We are accounting for your future from business set up all the way to investing, retirement and estate planning.
MEET THE TEAM
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Erina Officer FCA & Financial Adviser
Erina joined the firm in 1986 and has been a partner since 2004. She is a Fellow of the Institute of Chartered Accountants in Australia, and holds a Bachelor of Business and a Graduate Certificate in Financial Planning.
Erina is an Authorised Representative of MWY Financial Services Pty Ltd. -
Keith Gaston CA
Keith joined the firm in 1980 and has been a Partner since 2010. He is a member of The Institute of Chartered Accountants in Australia, and holds a Bachelor of Business from Swinburne Institute of Technology.Keith is the managing partner and runs our tax division.
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Kristien Arnold CA & Financial Adviser
Kristien joined the firm in 2011 as a undergraduate and worked while completing a Bachelor of Business (Accounting)/ Bachelor of Business (Banking and Finance) at Monash University. He is a registered financial advisor with ASIC and a Chartered Accountant. He specialises in SMSFs, Small Business, Property Development and Financial Planning.
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Samantha Walsh CA
Samantha joined the firm in 2014 as a graduate accountant after completing her Bachelor of Business (Accounting) from Monash University. Samantha is a Chartered Accountant (CA) and a go to for business clients. She knows Xero, MYOB and Quickbooks like the back of her hand and works extensively with clients in medical services, property, construction and agriculture
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Stewart Lew CA
Stewart joined the firm in 2024 as a manager within the accounting department. He is a CA and has extensive experience in tax working in multiple practices across Victoria. He specialises in business services, tax affairs, advisory and consulting work.
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Jade Harris CA
Jade joined the firm in 2017, starting as an undergraduate while completing her accounting degree at Deakin. She has a Bachelor of Commerce and became a Chartered Accountant in 2023. She specialises in SMSF’s, investors and high net wealth clients.
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Andrea Selvey
Andrea works in the Client Services department. She has extensive experience in many accounting practices and brings great industry knowledge of practice management and liasing with the ATO
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Julie Anne Jopp
Julieanne joined the firm in 2011 and runs our accounts department and internal practice management.
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Chris Kirk
Chris began working with MWY in 2022 as a undergraduate while studying at Monash University. He has a Bachelor of Business (Accounting) and is currently completing the CA program.
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Julie Sutherland
Julie began working with Morton Watson and Young in 2022 as part of the bookkeeping division. She has an in depth knowledge of MYOB, Xero and Quickbooks and assists clients with their software issues and payroll.
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Akashdeep Gujral
Akash began working with MWY in 2022 while at university. He has now completed a Bachelor of Commerce from the University of Melbourne and is currently completing the CA program.
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Genie De Haan
Genie joined our team in 2023 and as the first person to greet clients and answer calls, she provides a seamless and friendly experience, making sure clients feel supported from the very first conversation. Genie also oversees corporate compliance, ensuring our clients meet their regulatory obligations with accuracy and efficiency.