Our Team.

Meet the Verlata team

Steve Pickering.

Director, Sunshine Coast.

Steve manages the accounting practice of Verlata.  He has more than 17 years’ experience in providing accounting and tax advice to clients. He provides specialist advice to professional service firms and small businesses with tax planning, tax structuring and income tax issues.

Steve also has substantial experience assisting clients with their business processes. He provides business improvement consulting, process improvement and implementation of practice management and document management solutions.

Steve is a registered tax agent, Fellow of CPA and holds an MBA.

Contact Steve about: Business Improvement Consulting, Accounting and Tax Services, Document Management Solutions, Practice Management Solutions.

Jason Mills.

Director, Brisbane.

Jason’s passion is to help businesses achieve their strategic and technical goals.  Having worked in law firms for over 12 years Jason understands the unique challenges and risks that firms face on a daily basis. Jason, through his hands-on experience, has developed strategies to solve and mitigate these challenges.

His background covers both technical IT and IT management which provides him with the ability to align IT and business objectives to achieve excellent outcomes for firms.

Contact Jason about: IT Advice, Document Management Solutions, Practice Management Solutions, Web and Application Development.

Daniel Chan.

Director, Singapore.

Daniel strives to bring technology and ideas to firms looking to modernise, through the adoption of platforms that assist the practice and business.

His passion also lies in bringing technology into new markets and working with firms to deliver a consistent message internally and to their clients.

Contact Daniel about: Document Management Solutions, Practice Management Solutions, Implementation, Training, Technical Support and Application Development.

Adam Harwood.

Head of Technology, Brisbane.

Adam has built technology for over 15 years across a variety of industries and roles. He has worked at Amazon on services that process hundreds of thousands of transactions per second, down to bespoke applications for single-users as a consultant. In common among all of these is a love of collaborating with customers to find solutions to problems. Adam believes that technology should revolve around the customer, rather than the customer having to revolve around the technology.

Adam has also given a number of talks on topics such as Agile, Lean, and DevOps and is always eager to discuss with anyone how these practices can improve the way we build software.

Contact Adam about: Software Development, Architecture Advice, Software Process Improvements.

Carly Johnson.

Senior Accountant, Sunshine Coast.

Carly joined Verlata in July 2018.  She holds a Diploma of Accounting and has almost completed her Bachelor of Commerce with a double major in Accounting and Financial Planning.

Carly has been practicing as a small business accountant for almost four years, preparing tax returns and financial statements, business activity statements and providing tax planning advice.

Contact Carly about: Accounting and Tax services

Cheryl Chen.

Client Onboarding and Training, Singapore.

Prior to her role at Verlata, Cheryl oversaw the operational management of a medium size Singapore law firm. Cheryl brings with her, experience in implementing efficient workflows, combined with technology platforms to help bind a firm together. Cheryl is focused on deploying Practice Management Systems for Singapore law firms, providing valuable insight, recommendations and advice.

Contact Cheryl about: Practice Management Solutions, Training, Technical Support, Implementation

Ellen Howard.

Client Onboarding and Training, Brisbane.

Ellen is the Client Onboarding and Training Specialist for our NetDocuments and Xakia clients. A key feature of Ellen’s role is providing customised training and support best suited to each client’s requirements to ensure they experience a smooth transition. Ellen is enthusiastic and innovative in her approach and prides herself on designing suitable Document Management Systems which help overcome inefficiencies in each client’s workplace.

Contact Ellen about: Document Management Solutions, Practice Management Solutions, Email Management Solutions, Training, Technical Support and Implementation.

James Chan.

Client Onboarding and Training, Singapore.

James has a passion for new technologies that are making great advances for the legal technology sector. James’s goal is to help firms, large and small to quickly adopt new technology, successfully implement them and derive the long term benefits that firms should enjoy.

Contact James about: Business Improvement Software, Document Management Solutions, Practice Management Solutions, Training, Technical Support, Implementation

Kelly Wallbank.

Training and Support, Brisbane.

Joining the team in August 2016, Kelly has significantly bolstered the change management and training capabilities at Verlata, with over 10 years’ experience in implementing new products, driving change management and providing outstanding training. This skillset allows Kelly to help our clients effectively implement and utilise their Practice Management and Document Management Systems, and to customise their systems to gain the maximum benefit for their business.

Contact Kelly about: Practice Management Solutions, Document Management Solutions, Training, Technical Support, Implementation

Kelly Wright.

Team Leader - Actionstep, Brisbane.

Kelly leads our Actionstep team at Verlata. With over 8 years of experience working in and managing legal practices, Kelly understands what law firms are looking for in their practice management solutions. Her legal and management skillset allows her to provide insightful recommendations and advice to clients looking to make software changes in their practice. Kelly oversees all aspects of our Actionstep client experience, from demonstrations of the program, implementation, training and support.

Contact Kelly about: Practice Management Solutions, Document Management Solutions, Training, Technical Support, Implementation

Kiana Larkins.

Training and Support, Brisbane.

Kiana has a passion for client service and delivering the best outcomes for clients. With extensive experience in various customer service and training roles, Kiana is able to tailor her approach to meet each client’s requirements and build a strong rapport. With a strong focus on responsiveness and quality, Kiana delivers outstanding results for our fantastic clients.

Kiana provides our clients with Bookkeeping services and practice management system support to help provide an efficient administrative and financial flow in their business.

Kiana is currently completing her Certificate IV in Accounting and Bookkeeping.

Contact Kiana about: Practice Management Solutions, Technical Support, Implementation, Bookkeeping

Maggie Raad.

Client Onboarding and Training, Sydney.

Maggie’s core focus is to develop enduring relationships with clients by providing the most appropriate solutions to meet their specific business requirements. Maggie is committed to exceeding client expectations and delivering exceptional service when providing implementation, training and support. Maggie has a passion for training and demonstrating to clients how they can get the most out of their Practice Management Solution.

Contact Maggie about: Practice Management Solutions, Training, Technical Support, Implementation

Megan Williamson.

Training Specialist, Brisbane.

Megan is a highly skilled, people focused and enthusiastic training and education professional.  She has over 10 years working in training, implementation and delivery of IT based programs in the Legal industry.

Her role at Verlata is to provide our clients with easy to follow training materials and videos ensuring a smooth transition when moving over to our programs.

Contact Megan about: Practice Management Solutions, Document Management Solutions, Training

Nicholas Mulrine.

Graduate Developer, Brisbane.

Joining the team in March 2017, Nic has significantly bolstered the development capabilities at Verlata.

Contact Nic about: Practice Management Solutions, Document Management Solutions, Web and Application Development

Sean O’Brien.

Developer, Melbourne.

Sean specialises in the more technically challenging migration of system data, developing custom web and desktop applications and integration between enterprise applications. Sean has a special interest in cloud technologies.

Contact Sean about: IT Advice, Document Management Solutions, Practice Management Solutions, Email Management Solutions, Web and Application Development

Sharlene Romero.

Administration Officer, Sunshine Coast.

Sharlene joined the team in March 2015 and comes to our firm with a wealth of experience working in a diverse range of adminstrative roles. Sharlene can help you by quickly answering many of the simple tax and ASIC questions.

Angela Dionysius.

Senior Accountant, Sunshine Coast.

Angela having invested almost 20 years of her life into Accounting and Taxation has a broad range of experience to share with clients on both tax and general business. Ang believes accountants have an opportunity to do much more than just ‘tick the boxes’ when it comes to business clients, especially in the areas of profitability and cashflow.

Contact Angela about: Accounting and Tax Services

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