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 since 1968. 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 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 over 30 years and has been with Patison Partners since 1993. 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 and he became a Partner in 1996. 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.
	Katrina Magyar (Partner) Katrina has been with the Warragul office since 2000, working closely with Michael Sheppard and Wayne Heale. She became a partner in 2009. 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.
	Frank Monacella (Senior Accountant) Frank has been with the Warragul office since 2009. He has completed a Bachelor of Business and is a member of the Institute of Chartered Accountants. As well as a wealth of experience in Public Practice, Frank has also spent 7 years working in industry where he obtained skills in budgeting, cashflow forecasting and tendering.
	Jason Sartori (Senior Accountant) Jason has been with the Warragul office since 2009. He has completed a completed a Bachelor of Business and is a member of the CPA. Having previously worked for the ATO, Jason has a wealth of knowledge in the area of tax law and research techniques.
	Simone Rhodes (Senior Accountant) Simone has been with Patison Partners since 2000. Simone has completed a Bachelor of Business and is a member of the CPA. Simone's expertise is primarily in taxation, cashflow management and BAS/GST compliance.
	Cheryl Watts (Senior Accountant) Cheryl has been with Patison Partners since 1993. 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 and focuses on taxation and accounting for individuals, small business and farming.
	Yvonne Pike (Practice Manager) Yvonne has been with our firm since 1983 and has a wealth of knowledge to assist in the financial planning and tax administration areas of our business. Yvonne has completed a Diploma of Financial Planning and works 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 over 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 30 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.