Meet the Marlston Forrest team.
We’ll be there with you on your financial journey.
If you don't know us yet...
We're an intergenerational bunch of professionals who care about your families and your businesses.
We are skilled specialists who are motivated, caring and down to Earth, and we've been with you through all the stages of your financial life.
We know your kids' names- we've seen them grow with you. We've bought your raffle tickets, sponsored lap-a-thons, and promoted you in our circles.
We've also been there for you in your hard times. Even the heartbreaking ones.
We treasure the lasting relationships we have with our clients; they're built on trust and mutual understanding.
But, most of all, we're here to support you and give you peace of mind.
5 fun facts about Marlston Forrest
Did you know:
- Sarah was internet famous for riding an ostrich
- Anthony is a fantastic cook and was almost a chef
- Alex cycled across Australia to raise money for charity
- Several of our team members have run successful businesses
- Some of our team have the same surnames but aren’t related
We believe in:
- Honesty and ethical advice
- Sharing our knowledge
- Empowering you financially
- Full-service offering that benefits you
- The power of teamwork
- Giving back to our communities
- Respecting individuality & equality
- Treating people with dignity, empathy & sincerity
Generations of Experience | Local People | Trusted & Professional
Everyone in our team brings unique experiences and skills to our workspace. That's why we're proud to say that you'll see a bit of us in all the services we offer you.
Some of us were born into farming families.
Some of us were born on other continents.
Some of us have only worked in the finance and business sector.
Others have worked as horticulturists, viticulturists and even a winemaker.
Some of us are musical, and others can't carry a tune (we promised we wouldn't name you!).
That's why when we work with you, your family, and your businesses, we get to know you. Knowing you means we can deliver the best service possible.
Marlston Forrest supports our communities where and when we can. We're passionate about promoting local businesses and the South West of Western Australia.
We support diversity & inclusion and are an equal opportunity employer.
She has over 21 years of experience working in the finance field, both working in the South West and as a FIFO, specialising in commercial contracts. Sarah is professionally qualified as an Accountant (CPA) and as a Financial Planner (FPA).
Sarah loves running and coffee and is actively involved in Bunbury Runners Club (as a runner and committee member), the '3 Waters Running Festival' (again, as a runner and committee member) and the Bunbury Cathedral Grammar School P&F committee.
She's a seasoned world traveller who loves the excitement of discovering new countries and cultures. These days, she is focused more on the immediate South West. However, she realised while globe trotting that there's no place like home and the South West of Western Australia in particular.
Sarah's a mum to two busy young children; we often wonder how she does it all! Oh, did we mention that she also instructs classes at a well-known Bunbury fitness centre? Where does she get the energy?
It must be from all the coffee.
But, despite his passion for the culinary arts (and Collingwood), Anthony decided to step in David's footsteps and worked his way up in the finance industry.
Raised in the South West, Anthony grew up in the Bunbury area. However, his extended family has different farms in the Region, which means that as an accountant, he's intimately aware of the challenges and benefits of family businesses and agronomy.
He earned his stripes working at Forrest Partners and then at a Perth firm that specialises in professional practice clients (Medical and Dentist Practices). He returned to Bunbury and Forrest Partners in 2017.
A countryman at heart, Anthony wanted to raise his family in the Region to experience the lifestyle he enjoyed in his childhood. Community and family are very important to him, and he strives to give back where he can. Anthony is involved in local sporting clubs as a player and has also held board member positions. In addition, he's served as a treasurer for two not-for-profit organisations.
He remains a dedicated and committed Pies fan. We imagine that the dual Grand Final of 2010 will remain one of the top and most exciting events in his life's highlight reel. We also think that Stacey had her fingers crossed that our new Marlston Forrest colours weren't black and white.
With over 17 years of experience in the accounting and finance field, Anthony is a qualified Accountant (CPA) and Financial Planner (FPA). Through Marlston Forrest Wealth, Anthony offers a full range of financial planning services, from Self-Managed Super Funds to Estate and Succession Planning.
While Marlston Forrest is his newest 'baby', he raises two young children with his wife. So, if you ask how he's doing, you'll most likely see that frazzled-parent-stare and hear: "I'm just trying to raise good human beings at the moment".
Alex has been the CFO (Chief Financial Officer) of a car dealership and started in public practice in 1993. In 1998 he became a Director of Forrest Partners.
He has a particular interest in strategic planning for businesses– he can help businesses plan their growth and development at whatever stage they are at.
Alex has been a proud Bunbarian since 1994, living and raising his family here with his wife. He has been actively involved in the Bunbury and South West community for many years, sitting on several not-for-profit boards and helping out where he can in the community. He has also been involved in industry associations.
Alex enjoys cycling and rode from Bunbury to Melbourne in 2014, raising money for a local family in need.
He is a connoisseur of craft beers and South West wines, and his favourite is a local Cabernet.
Apart from accounting, Alex's other passions include photography and Rugby Union. His team are the Crusaders, and we're told they are the most successful team in the competition's history!
Katrina is involved in local sports, coaching and supporting children's basketball.
She loves spending time on our beautiful beaches, reading and loves Mexican food.
Kat is a busy mum to three children, volunteering at their school when she can. An avid up-cycler, she loves breathing new life into tired and worn pieces of furniture.
Despite her namesake, she doesn't follow Geelong.
As one half of the dynamic tag team, Carla always goes above and beyond to help where she can.
A busy mum, Carla likes to seek peace and refuge in her garden. She is considering opening a ride-sharing venture called 'Mum's Taxi' with Kristy as a side gig.
A busy mum, Kristy sometimes hides out at her mum's house, most likely eating M&Ms and delicious Italian food. Kristy's also in on the side gig of 'Mum's Taxi' but will probably insist on a pug themed interior.
Oh, and Kristy wants to let you know she isn't Darren's wife. She's not even a relative! But she is Carla's sister-in-law.
Marissa enjoys volunteering at her daughter's school and enjoying family caravanning holidays.
Outside of Marlston Forrest, Melissa runs a business with her husband and is a busy mum of two. She also enjoys visiting the local parks with her children and supporting the Bunbury café and restaurant scene.
After finishing her Masters, Elle decided to do what all new graduates want to do– travel. Her journey led her to Australia, where she fell in love with our country and her partner Jonno. She's now a committed cat mum, veggie gardener and home renovator.
Elle adores exploring the beautiful South West and often volunteers at the Bunbury Markets or chills out on our beautiful beaches.
Not only is she a superstar with numbers, but Michelle has a creative and arty side to her. We wonder if she has a cloning machine because as well as working, studying, creating, and making art, she juggles a family as well!
Michelle has lived in Bunbury for over 30 years, and despite the name, isn't related to Katrina.
David is trusted and well respected, not only for his wealth of experience and expertise but also for his analytical and practical business skills.
He's an Italian food enthusiast and a keen fisherman and water lover. As a Nonno, he very much enjoys spending time with his grandchildren, spoiling them rotten and then sending them home to their parents. When they leave, and all is quiet, David and his wife Roselyn marvel at how soothing Grandparenting is!
Anthony does not always find the return visits of the kids from Nonno's house as soothing.
His wealth of expertise in business, accounting and finance come not only from working in firms but from also running his accounting and finance practice for 37 years until his semi-retirement in 2018. Kim is fantastic to chat with about how things have changed in 50-odd years, not only in business but in life. We value his insight and stories, and the younger members of Marlston Forrest can see just how much has changed since he started practicing.
Kim is an energetic and dedicated community member. He is an RPM (cycling group fitness) and gym lover and strives to improve his guitar prowess.
He also volunteers around Bunbury. You might've seen him in his time off driving the bus for a local aged care facility or taking the residents out on weekly outings?
We are proud to acknowledge that he was nominated for the Bunbury Volunteer of the Year in 2020.
Tessa enjoys music and can usually be found tinkling away on her piano. She is a proud mum, a keen supporter of local restaurants and businesses, and she’s also fascinated by history (but this doesn’t extend to the tax rulings of the past decade!).
Tessa also enjoys the challenge of learning new things, especially the psychology of the mind. In her downtime, Tessa gives back to the community by volunteering for different organisations.
Darren is a dead keen footy fan. He's played with Carey Park Football Club (CPFC) since 1989. Despite injuries and potential arthritis, broken bones and concussions, he continues to play now at the Master's level.
He's also volunteered as the CPFC Treasurer for eight years. Darren is involved in coaching and managing children's sporting teams- and although he sometimes likens it to 'herding cats'.