Damien has over 16 years experience in financial and management accounting and is able to assist in all areas of accounting and taxation for all entities.
Damien has extensive experience in preparation of Budgets and Cashflow Statements for small businesses. This tool assists you manage and monitor your cash – an area that is critical to effectively manage your business.
Damien can assist with tax planning for your business, ensuring your tax position is optimised.
Capital gains and the application of small business concessions is another area Damien specialises in.
Damien’s vast experience & knowledge means he deals with clients in an efficient manner and builds strong working relationships.
With a large corporate background, Daleene has over 25 years experience in finance, management accounting, planning and human resource management.
Daleene knows how challenging it can be to set a vision for your business and continually work toward accomplishing your goals.
Daleene is able to assist with your strategic business planning. Taking you through the importance of having a plan for your business and how to go about putting your plan into action to acheive the outcome you are looking for. Often we set business and personal goals with good intention but then life “gets in the way” and achieving these goals falls by the wayside. Having a solid plan is an essential part of managing any successful business.
Working closely with you, we can ensure your business is heading in the right direction.
Daleene is currently a Board Member and Treasurer of Give Where You Live Community Foundation and is passionate about collective impact and supporting the local Geelong community.
Daleene is married with two children and likes to travel.
Adrian has over 22 years experience in Public Practice Accounting and working for a large public company.
Adrian assists with all aspects of accounting, setting up the right structures, taxation, tax planning, growth strategies and succession planning.
Adrian works closely with his clients to add value to your business or build and protect your individual financial position. Overall he helps you achieve your goals.
When you first meet with Adrian, he likes to do a full review of your business and / or assess your individual circumstances – we refer to this as your “health check”.
With is friendly manner, Adrian is very approachable and our clients find him very easy to deal with.
With over 25 years experience in all aspects of accountancy and taxation, Helen provides professional guidance to clients within the ever-changing business and taxation environments.
Dealing with all entity types, Helen has gained a reputation in consulting to the medical profession. She advises on business and professional structures, asset growth and protection and taxation planning.
With a practical approach to accounting and taxation, Helen won’t baffle you with the technical jargon, but will talk you through the issues you face in your business to achieve the best outcome both in terms of taxation minimisation and workable structures.
Helen believes in building solid business relationships with clients and ensures that she meets regularly with you to keep you up to date on issues affecting you and on ways you could be improving your position and adding value to your business.
Associate. Superannuation Manager
Luke Szczepanik has 14 years experience in providing taxation and accounting compliance services to an extensive client base.
Luke’s passion is in the specialist area of administering Self Managed Superannuation Funds.
Luke provides education to Trustees and Directors of Self Managed Superannuation Funds to ensure compliance with SIS Legislation.
As a Certified Practising Accountant, Luke works closely with our Financial Planners to ensure your super fund is performing.
Continually keeping up to date in the ever changing superannuation environment, Luke and his team efficiently and professionally attend to the accounting requirements for accumulation and pension funds and transition to retirement pensions.
Luke enjoys surfing and is an excellent golfer.
A part of our growing Medical Consulting and Accounting team, Alex has a background in providing accounting, taxation and consulting services to the Medical Profession. His clientele includes General Practitioners, Specialists, Dentists and Allied Health Professionals both in private practice and salaried positions.
Recognising your business has unique requirements, Alex can tailor services to meet your needs from accounting though to tax planning, business structure options and self-managed superannuation.
He strives to identify areas for growth or increased efficiency for your business.
With hands on experience using online Accounting Systems such as Xero and QuickBooks online, he can help your business transition to a new user-friendly accounting software, saving you time and helping you take control of your bookkeeping.
Alex has a young family and enjoys camping, surfing and cooking.
Renee has been with Patrick Rowan & Associates for over eight years.
Renee has an extensive knowledge of manufacturing, medical and small business needs, from preparation of cashflows and budgets through to taxation planning, financial statement preparation and income tax returns.
Renee also has extensive experience in Self Managed Superannuation Funds and the changing compliance environment.
Renee enjoys travelling the world.
With more than eight years Accounting Experience gained in Melbourne’s CBD, Simon’s Accounting background covers all areas including meeting clients business compliance needs, individual tax returns and Self Managed Superannuation Funds.
Simon’s keen eye for numbers has seen him take a lead role in auditing work for clients requiring assistance to meet their compliance obligations. This role has seen Simon develop a close relationship with independent auditors and he ensures strict standards are met. If your business has audit requirements, why not see how we can help?
Simon is married with two children and enjoys spending time taking in the many family friendly activities on offer around the Geelong region.
Marie has been with Patrick Rowan & Associates for nine years.
Marie is experienced in the preparation of Financial Statements and Income Tax Returns for all entity types including Schools.
Marie is familiar with Centrelink requirements and your entitlements.
Marie can also assist with the administration of your Self Managed Superannuation Fund, keeping abreast of the requirements in this ever – changing area.
In her spare time, Marie likes to read.
Whilst completing her studies, Rebecca worked as an intern at Patrick Rowan & Associates and we had no hesitation in keeping her on as part of the team.
Rebecca plays an integral role meeting with clients and preparing Income Tax Returns, ensuring you receive your refund in a timely manner and all your tax office commitments are met.
Rebecca works closely with our Accounting Manager and Partners to develop her knowledge, helping with the establishment of new structures and the preparation of Financial Statements for business clients, partnerships and sole traders.
Rebecca loves cooking and catching up with her friends on weekends.
Emily has recently joined the team after a stint in industry and 17 yrs in Public Practice.
Emily has a desire to see her clients succeed and is motivated to find new and better ways to help clients develop their businesses, particularly through improving internal systems and processes. Emily has extensive knowledge of most accounting software, including MYOB, Reckon, Xero and Intuit and recognises the importance of the development of cloud accounting within business.
Emily loves making difficult things simple, helping business owners understand their numbers so they can grow their business and explaining it in a way that clients’ can easily understand.
In her spare time Emily likes to keep fit by going to the gym, supporting the Geelong Cats and spend quality time with family and friends.
Graduating from Deakin University with a Commerce / Science degree, David joined Patrick Rowan & Associates as a Graduate.
David assists in the preparation of Tax Returns utilising his eye for detail and keen eye for numbers.
David works closely with Senior Accountant, Alex Mullen to further expend his knowledge and professional development.
David likes sport with Basketball and Football being his favourite.
Patrick Rowan is the founder of Patrick Rowan and Associates. Patrick is a well known Geelong name and he has been assisting clients for over 40 years.
Patrick consults to a diverse range of clients but his passion and expertise lies with assisting clients with Property Investment, both commercial and residential properties.
With extensive experience in the specialist area of School Accounting, Patrick holds positions on many Geelong school boards as their financial advisor.
Participating in many community projects and actively involved in discussion groups, Patrick takes a lead role in the accounting issues facing the Geelong community and the profession as a whole for this region.
Pat is in the office three days a week and enjoys spending time at his farm.
Belinda has a wide range of experience in accounting and tax, people management, public relations, marketing, social media and event management.
Belinda’s passion is assisting you to promote your business. Offering low cost and simple marketing suggestions to make your business irresistable and increase your bottom line!
Belinda specialises in social media account management and training including Facebook and Instagram.
Contact Belinda for a chat and in no time your business will be booming.
Paul is a Senior Risk Advisor and has worked in the financial services industry for over 25 years specialising in wealth protection and personal insurance.
He holds a Bachelor of Business (Acc) and is also a Financial Planner AFP® with the Financial Planning Association of Australia.
Paul has great experience in the areas of Life, TPD, Trauma and Income Protection insurance and is committed to providing excellent advice, ongoing service and claims assistance.
Paul is a keen Bulldogs supporter.
Senior Financial Planner
Mark is a Director of Apt Wealth Partners as well as Senior Financial Planner.
Mark has worked in the financial services industry for over 22 years and is committed to providing the best possible service to clients.
He is a Senior Associate of the Financial Services Institute of Australasia (FINSIA) and an Financial Planner AFP® with the Financial Planning Association of Australia.
Mark is married with three daughters and is a junior coach of his daughter’s netball team.
Senior Financial Planner
David has worked in financial services since 2003. David holds a Bachelor of Commerce majoring in Financial Planning and Management and is also a CERTIFIED FINANCIAL PLANNER® professional with the Financial Planning Association of Australia.
An experienced senior adviser, David provides holistic financial advice to new and existing clients including specialising in self-managed superannuation funds.
He particularly enjoys getting to know clients specific financial goals and developing a roadmap to achieve their own lifestyle and financial success.
Outside of work David is kept busy with his young family and supports the Geelong Cats. He also coaches his son’s local football team and is known from time to time to participate in fun runs when he’s motivated.
Senior Financial Planner
Rohan has worked in financial services for over 10 years, including experience in investment banking and accounting firms.
Rohan’s qualifications include a Masters of Applied Finance, Graduate Diploma of Financial Planning and a Bachelor of Commerce – majoring in Finance & Financial Planning.
Rohan is also a CERTIFIED FINANCIAL PLANNER® professional with the Financial Planning Association of Australia.
Rohan enjoys spending quality time with his young family and friends.
Kellie is responsible for effective and efficient client service in conjunction with her office operational duties.
She provides assistance to the financial planners with the management of their client portfolios and has been with our firm since 2008.
Kellie has completed a Diploma of Financial Services (Financial Planning) and is continuing her studies.
For your convenience, we also have a Bendigo Bank Agency located at our Geelong Office. Debbie Cotter and Julie Pescott can be contacted on T: 03 52 217655