| We Offer Business Consulting Business Structures Capital Gains Tax Cashflow Budgets Compliance Accounting Financial Accounting Financial Planning Fringe Benefits Tax Income Tax Returns Retirement Planning Self Managed Super Superannuation Taxation Planning |
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. Our practice 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.
Patrick Rowan - CPA He is a qualified Certified Practising Accountant and is registered by the Australian Securities & Investment Commission as an auditor. Patrick is renowned for his constant accessibility to his clients for consultation and advice. He consults to a diverse range of clients including the medical and 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.
Helen Pemberton - BCom CPA Helen Pemberton is a Partner with Patrick Rowan & Associates. 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 her clients and ensures that she meets regularly with clients to keep them up to date on issues affecting them and on ways they could be improving their positions.
Belinda Lyle - BCom CPA Belinda is our Practice Manager with a strong Management and Public Practice Accounting background. Belinda's focus is on working with our team and valued clients (existing and new) to ensure the practice excels in delivering our mission of "accessibility, timeless and quality service" If you are new to our practice, 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. Contact Belinda for a no obligation chat on how we can help you.
Libby Fitzgerald - BCom CPA Libby Fitzgerald, BCom CPA is a Senior Accountant with over 15 years experience in public practice. Building solid business relationships with clients, Libby can assist your business with all your accounting and taxation requirements.
Mark Griffin - BCom CPA Mark Griffin is a Senior Accountant with Patrick Rowan & Associates. With over 12 years experience in public practice, Mark moved interstate to make Geelong his home. Mark focuses on business clients set up under a variety of structures – partnerships, companies, trusts, sole traders. He specialises in Primary Production and can assist you in keeping up to date in this complex area. Mark can assist with financial and management accounting, Taxation Planning, Capital Gains Tax, and can prepare cash flow projections for your business. Fringe benefits tax, salary sacrificing arrangements – is it all too confusing ? Come and see Mark, he can explain to you what it’s all about in terms you will understand and together you can work out what’s best for you. If you operate a business, do yourself a favour, have a chat to Mark and see how he can help you build a successful business.
Adrian McCartney - BCom CPA 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 and taxation for individuals and businesses. 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 - let Adrian be a valuable part of your team.
Russell Fisk - BCom CPA Russell conducts Income Tax Return interviews for individuals and ensures that you get the optimum outcome when you lodge your Income Tax Return. Russell is also able to assist with all your accounting requirements. Having more than six years experience Russell holds a B.Comm, 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.
Debbie Walker - BCom CPA SA Fin Debbie has been with Patrick Rowan & Associates for over 6 years. She has built up strong working relationships with business clients. Debbie is currently on a 12 month sabbatical in the United Kingdom.
Jenny Thomas Jenny Thomas has 15 years Public Accounting experience and has specialised within the area of Self Managed Superannuation Funds. Jenny will advise and educate you as the Trustees, on the operation of your superannuation fund to ensure compliance with the SIS Legislation. She undertakes the preparation and presentation of comprehensive financial and investment reports, the fund income tax and regulatory return, and attends to all other reporting and compliance requirements. Working closely with our Financial Planner, Jenny is assessable to assist with any information you may be seeking. Jenny's knowledge and expertise also encompasses the implementation and management of income streams within the self managed superannuation environment. Jenny continually keeps up to date with legislative changes and efficiently and professionally attends to the accounting requirements for defined benefit pensions, allocated pensions, market linked income streams, and transition to retirement pensions. Jenny is dedicated to establishing a close working relationship with clients. Her commitment to the Practice and her passion for self managed superannuation ensure your fund is in the best possible hands.
Mary Rowan - BN DipFP Mary leads the Patrick Rowan & Associates Financial Planning Team. Mary Rowan is an authorised representative of Securitor Financial Group. She holds a Diploma of Financial Planning and is a member of the Financial Planning Association. Mary is highly experienced in creating wealth creation strategies for entities ranging from individuals through to Self Managed Superannuation Funds (SMSF). If you need help setting and reaching your financial goals, Mary and her team can help you with providing a workable and understandable budget and financial plan. Thinking about retiring? Mary’s speciality is retirement planning – she will work with you to help you in your transition to retirement. Mary can also assist in diversifying your investment portfolio – including consulting on share investments, managed funds, direct property and establishing a SMSF. Estate Planning & Management and risk insurance planning are areas Mary is also qualified to consult on.
Alana Shea Alana is an Accountant & Taxation Consultant and has been in public practice accounting for over four years. Alana has experience in advising clients in many sectors and can assist with your compliance accounting & taxation requirements. Alana is currently studying to be a Chartered Accountant.
Business Support Team At Patrick Rowan & Associates we have a dedicated support team who are in the background ensuring our practice runs smoothly.
Sarah Trevena - Practice Accountant 
Jacqui Carr - Business Support 
Debbie Cotter - Bendigo Bank |
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