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Michael
Sheppard (Partner)
Michael
has been with Patison Partners for the past 34 years. Michael
has completed a Diploma in Accounting and is a fellow of the
CPA. He is also registered as a company auditor. Michael focuses
on ensuring his clients are serviced and they receive up-to-date
advice in all aspects of business accounting. Michael has expertise
in road transport, building and construction as well as general
business. He is able to provide end of year tax planning advice
for all clients who wish to maximise profits and minimise liabilities.
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Ron
Hogan (Partner)
Ron
has been associated with Gippsland accounting practices for 30
years, the last 12 with Patison Partners. Ron has completed a
Bachelor of Business and is a CPA. He focuses on providing tax
advice, small business and superannuation services and assistance
in setting up companies. Having grown up on a farm, Ron has a
wealth of knowledge in Primary Production business activities. |
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Wayne
Heale (Partner)
Wayne
has been a member of the Warragul office since 1988, the last
9 as Partner/Principal. Wayne has completed a Bachelor of Business
and is a fellow of the CPA. Wayne has a wealth of knowledge in
accounting, business services and taxation with over 20 years
experience in these fields. |
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Michael
Vick (Partner)
Michael
has been associated with the Warragul & Pakenham offices since
1985, the last 12 as Partner/Principal and has 30 years experience
in tax and business services. Michael has completed a Bachelor
of Business and is a fellow of the CPA. Michael is focused on
ensuring clients receive accurate and up-to-date advice in the
areas of accounting, taxation and business services and in the
compliance requirements of self managed superannuation funds. |
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Andrew
Dalrymple (Partner)
Andrew
earned his degree (Bachelor of Business) from Monash University
Gippsland and is a qualified CPA. He has 28 years experience in
the Accounting Profession, and has been with Patison Partners
for 24 of those years. He has experience in the areas of taxation,
business management and specialises in superannuation. |
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Katrina
Magyar (Partner)
Katrina
has been with the Warragul office for 5 years, working closely
with Michael Sheppard and Wayne Heale. Katrina has completed a
Bachelor of Business and is a member of the Institute of Chartered
Accountants. Previously, Katrina worked for 3 1/2 years with Ernst
& Young (Melbourne) and her technical expertise includes tax,
superannuation and audit. |
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Simone
Rhodes (Senior Accountant)
Simone
has been with Patison Partners for 5 years. Simone has completed
a Bachelor of Business and is a member of the CPA. Simone's expertise
is primarily in taxation, audit, cashflow management and BAS/GST. |
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Cheryl
Watts (Senior Accountant)
Cheryl
has been with Patison Partners for over 10 years. Cheryl has completed
a Diploma in Accounting and is a member of the National Institute
of Accountants (NIA). She has just recently upgraded her skills
to Professional National Accountant of the NIA. Cheryl works closely
with Ron Hogan. Previously Cheryl worked for 5 years with Charman
Tieney Services in Blackburn Melbourne and focuses on taxation
& accounting for individuals, small business and farming. |
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Yvonne
Pike (Practice Manager)
Yvonne
has been with our firm for 25 years and has a wealth of knowledge
to assist in financial planning & tax administration area
of our business. Yvonne has completed her Diploma of Financial
Planning, and will be working closely with Glenn and Lis our Financial
Planners. Yvonne manages our investment portfolio service for
clients, and can assist in the Purchase and Sale of Shares. She
can also assist you with any bookkeeping needs and the purchasing
of Cashflow Manager software. |
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Glenn
Setches (Financial Planner)
Glenn
brings to the Warragul and Pakenham offices 30 years of experience
in the financial services sector. He is a Certified Financial
Planner and Chartered Accountant. Glenn is focused on ensuring
clients receive the most competent service in relation to their
Retirement and Wealth Creation requirements.
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Lis
Keilty (Financial Planner)
Lis
is a Certified Financial Planner (CFP) and a Chartered Accountant
and has over 28 years experience in the financial services sector.
She has been providing financial planning advice since 1996 and
has experience in all facets of financial planning, including
wealth creation, retirement planning and superannuation. |
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