Our Team

Partners

Damien Allott

Partner

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.

Daleene Kroger

Partner

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 McCartney

Partner

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.

Helen Pemberton

Partner

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.

Accountants

Luke Szczepanik

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.

Alex Mullen

Chartered Accountant

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 Scott

Taxation Accountant

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.

Simon Xie

Accountant

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 Hernandez

Taxation Accountant

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.

Rebecca Nolan

Taxation Accountant

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.

David Diab

Accounting Graduate

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.

Consultants

Patrick Rowan

Consultant

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 Lyle

Consultant

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 runs her own business, “B well connected” and is our provider of choice for all things PR and marketing.

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 Cull

Risk Specialist

Paul is a risk insurance specialist and has worked in the financial services industry for over 20 years. Paul holds a Bachelor of Business and is an Associate Member of the Financial Planning Association of Australia (FPA).

Able to help with Personal Risk Insurance such as Life and TPD insurance, trauma, income protection, business expense insurance, buy/sell and key person insurance, Paul has access to a range of leading Australian insurance companies.

Paul is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.

Paul Cull of Life Risk Solutions  is an Authorised Rep of Apt Wealth Partners Pty Ltd AFSL 436121

Strategic Alliance Partners

Mark Bardzinski

Senior Financial Planner

Mark is a Senior Financial Planner at Apt Wealth Partners.  Mark and the financial planning team are located at our Geelong office and can meet with you by appointment.

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 Associate Financial Planner™ with the Financial Planning Association of Australia.

Mark is married with three daughters and is a junior coach of his daughter’s netball team.

David Maddock

Senior Financial Planner

David is a Senior Financial Planner at Apt Wealth Partners and is based at our Geelong office. David can meet with you by appointment.

David has worked in financial services for over 12 years. David holds a Bachelor of Commerce majoring in Financial Planning and Management and is also a Certified Financial Planner™  with the Financial Planning Association. An experienced senior adviser, he enjoys working with clients to ensure their lifestyle and financial success.

David is married with three children and enjoys coaching junior football and following the Geelong Cats.

Rohan Benstead

Senior Financial Planner

Rohan is a Senior Financial Planner at Apt Wealth Partners and is based in Geelong.

He 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. He is also a Certified Financial Planner™ with the Financial Planning Association.

David enjoys spending quality time with his young family and friends.

Administration Team

 

 

Peter Richardson

Tamieka Beeton

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