Warragul
Key Personnel



Warragul Key Personnel

The key personnel of the Warragul Office are pictured below. Click on their name to email them directly.

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.

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.

 

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.

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.

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.

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.

 

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.

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.

 

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.

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.

 

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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