| We Offer Business Consulting Business Structures Capital Gains Tax Cashflow Budgets Compliance Accounting Financial Accounting Financial Planning Property Investing Fringe Benefits Tax Income Tax Returns Retirement Planning Self Managed Super Superannuation Taxation Planning |
PRA Value StatementWe are passionate about living the following core values that inspire us to exceed our clients' expectations:
PRA Mission Statement
Our TeamAt Patrick Rowan & Associates, we are dedicated to giving you the best service and advice available. We also understand that Geelong is a small town, we therefore value your confidentiality. All your dealings with us are treated in strictest confidence – it's part of our professional ethics. Patrick Rowan & Associates (PRA) is structured to produce a balanced and highly qualified team that are experienced and innovative. We place a great emphasis on our Accountants continuing professional development – we are always up to date and like to keep you informed.
h.pemberton@patrickrowan.com.au Helen Pemberton is a Partner with PRA. With over 15 years
experience in all aspects of accountancy
and taxation, Helen provides professional guidance to clients within
the ever-changing business and taxation environments. Helen specialises in
consulting to the medical profession. She advises on business and
professional structures, management accounting 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.
Partner a.mccartney@patrickrowan.com.au Adrian has extensive
experience in Public Practice Accounting and working for a large
public company. Adrian is able to
assist with all aspects of accounting, taxation and business services.
His speciality is working with you to add value to your business and
help you achieve your goals. Adrian can review your business, add
value to it and plan your business succession. Adrian is able to
meet with clients at our Melbourne office in Collins Street. With his friendly manner, Adrian is very approachable. Adrian likes to visit your premises so he can gain a better understanding of how your business operates.
Patrick Rowan - CPA Patrick is the founder of PRA. Patrick
Rowan is a well known Geelong name and he has been assisting clients
for over 35 years. He is a qualified
Certified Practising Accountant and is registered by the Australian
Securities & Investment Commission as an auditor. Patrick consults to a diverse range of clients including manufacturing sectors. Patrick holds positions on many Geelong school boards as their financial advisor and is actively involved in the Geelong community. 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.
Belinda Lyle - BCom CPA Belinda has taken on a new role as Business Development & Client Relationship Manager. Belinda's focus is on
working with our valued clients (existing and new) to ensure
the firm is delivering our mission of being approachable, accessible & understandable. If you are new to our
firm, Belinda will be able to point you in the right direction and
ensure you deal with members of our Accounting and Financial Planning
team that suit you best. If you are an existing client, please give Belinda a call to discuss how we can further exceed your expectations.
Daleene Kroger - BCom CPA Daleene is our Business Manager and ensures we operate efficiently & effectively as a team. With a large corporate background, Daleene is able to ensure you are dealing with a group of professionals who are well able to meet your requirements while at the same time ensuring we are in line with our core values. Building solid business relationships with clients, Daleene can assist your business with all your accounting and taxation requirements.
Damien Allott - BCom BEc CA Damien has over 6 years experience with accounting firms in Gippsland, Canberra and Geelong assisting clients with all aspects of accounting and taxation. Damien and his
wife have just had their first child, baby Tom - already a Cat's
supporter !
Russell Fisk - BCom CPA Having more than ten years experience in accounting & taxation, Russell holds a B.Com, Dip FS (Financial Planning) and he's a CPA. Russell was awarded the CPA Australia / Fairfax Business Media High Achievers Award in recognition of his performance in the CPA program.
Marie Hernandez - BCom m.hernandez@patrickrowan.com.au Marie completed her
Bachelor of Commerce at Deakin University in 2008. She is currently
studying
to become a Certified Practising Accountant. Marie is able to meet with you and prepare your Income Tax Return, ensuring it reflects your optimal tax position. Book an interview to get your 2010 tax done with Marie TODAY!!
Luke Szczepanik - B.Comm l.szczepanik@patrickrowan.com.au Luke Szczepanik joined our team in July 2010 as a Senior Accountant. Luke has previously worked for a mid size firm in Melbourne and has 10 years experience in providing taxation and accounting compliance services for Trusts, Companies, Partnerships and Individuals
Jacquie Clancy - BCom Recently joining our team, Jacquie has 2 years experience with an accounting firm in Werribee. Currently studying to become a Certified Practising Accountant, Jacquie is able to assist with your compliance work including Financial Statements and Income Tax Return preparation.
Ryan McGrath - BCom Ryan has 4 years experience with preparing accounting and income tax returns for self managed superannuation funds. Recently becoming a dad, baby Xavier is keeping Ryan very busy.
Sarah Trevena MYOB & Quickbooks Specialist Sarah has over 9 years experience in bookkeeping and can assist you with all your internal accounting requirements. Sarah builds strong working relationships with her clients and can assist you get on the right track.
Renee Scott r.scott@patrickrowan.com.au Business Support Team At Patrick Rowan & Associates we have a dedicated support team who are in the background ensuring our firm runs smoothly. Client Service Assistants
Business Support
Contact any of our Support Team at
Bendigo Bank Agency
Contact the Bendigo Bank Agency at
Bridges Personal Investment Services - Located at the offices of Patrick Rowan & Associates
Mark Bardzinski is able to assist our clients with their financial planning, investment and risk insurance needs. Mark, a familiar face who many of you will already know, has a broad range of experience gathered in the financial services industry in a career that has spanned over 22 years.
bridgesgeelong@bridgesweb.com.au An authorised representative of Bridges, Jason has over 7 years experience in the Financial Services Industry. Assisting with all aspects of Financial Planning, Jason is very approachable and works along with you to achieve your goals.
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Helen Pemberton
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Audrey Stewart 
Jackie Carr
Debbie Cotter 
Julie Pescott 
Jason Leddin DFP 
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