Simulated workplaceCAQA Ledger and Lane Financial is a fictional business created by CAQA for training and assessment. It is not a real company and no person, client or record here is real.About this simulation
FNSCAQA Ledger and LaneSimulated workplace
Simulated workplace
Staff directory

The people

Ten roles you will work with. Sign in as any of them to personalise the workspace. All people are fictional.

Every person here is fictional. Names, roles and biographies were invented by CAQA for the simulation and do not describe any real person.
VO

Vanessa Okoro

Managing Director
Executive · she/her

Vanessa is a chartered accountant who joined the firm in 2004 and has led it since 2015, holding the responsible manager roles on both licences.

PL

Peter Lindgren

Bookkeeping Manager
Bookkeeping and Accounts · he/him

Peter leads the bookkeeping team across three offices, sets the month-end standards and has been a registered BAS agent with the firm for twelve years.

AM

Anjali Mehra

Tax Manager
Tax and Business Advisory · she/her

Anjali is a registered tax agent who reviews and signs the firm's lodgements, leads advisory engagements and has been with Ledger and Lane for nine years.

CR

Callum Reid

Payroll Manager
Payroll Services · he/him

Callum runs payroll for 180 employers, interprets awards and agreements, and built the firm's termination and year-end checklists over seven years in the role.

ST

Sophie Tran

Head of Broking
Finance and Mortgage Broking · she/her

Sophie leads the broking team, holds the credit representative supervision role and has written residential and commercial loans for fourteen years, six at the firm.

DF

Daniel Farrugia

Insurance Broking Manager
Insurance Broking and Claims · he/him

Daniel places business insurance and manages claims for the firm's clients and joined Ledger and Lane five years ago from an insurer's claims team.

GW

Grace Whitmore

Compliance Manager
Compliance, Risk and Client Services · she/her

Grace runs the compliance program, complaints handling and anti-money laundering obligations, and has been the firm's compliance lead for eight years.

LD

Liam Doherty

Bookkeeper
Bookkeeping and Accounts · he/him

Liam looks after the books of thirty small business clients in the Parramatta office and is in his third year with the firm.

NP

Nisha Patel

Credit Analyst
Finance and Mortgage Broking · she/her

Nisha verifies client financial position, prepares preliminary assessments and packages applications for the brokers, and has been with the team for four years.

JB

Jordan Blake

Client Services Officer
Compliance, Risk and Client Services · they/them

Jordan runs the Parramatta front desk, onboards new clients and completes identity verification, and joined the firm two years ago.