Patrick Rowan and Associates - Certified Practising Accountants
Patrick Rowan - approachable, accessible, understandable
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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 Statement

We are passionate about living the following core values that inspire us to exceed our clients' expectations:

  • Teamwork
  • Confidentiality
  • Innovation
  • Integrity
  • Quality
  • Continuing professional development

PRA Mission Statement

  • To work with innovative (great) clients, who enjoy life, and enjoy working with us to help them create and maintain wealth.

Our Team

At 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.

 

Helen PembertonHelen Pemberton - BCom CPA
Partner

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.

 

Adrian McCartneyAdrian McCartney - BCom CPA

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

Patrick Rowan - CPA
Consultant

p.rowan@patrickrowan.com.au

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. 

 

Beliinda Lyle

Belinda Lyle - BCom CPA

b.lyle@patrickrowan.com.au

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. 

 

Libby Fitzgerald

Daleene Kroger - BCom CPA

d.kroger@patrickrowan.com.au

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.

 

Luke Joyce

Damien Allott - BCom BEc CA

d.allott@patrickrowan.com.au

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 ! 

Damien's vast experience & knowledge means he deals with clients in an efficient manner and builds strong working relationships.

 

Russell Fisk

Russell Fisk - BCom CPA

r.fisk@patrickrowan.com.au

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.

Russell is up to date with all the latest legislative changes and efficiently and professionally attends to your accounting & taxation needs.

Russell’s passion is providing accounting and taxation services to trustees of Self Managed Superannuation Funds and planning strategies for Retirement. Russell ensures your Super Fund is administered effectively and complies with SIS Legislation.
Russell is able to assist with any information you may be seeking within the self managed superannuation environment.
Very strong technically, Russell continually keeps up to date with legislative changes and professionally attends to the accounting requirements for defined benefit pensions, allocated pensions, market linked income streams and transition to retirement pensions.

In his spare time, you will find Russell on the tennis court!

 

Marie Hernandez

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
He has extensive experience in preparation of Budgets and Cashflow Statements for small businesses.
Luke’s extensive client base over the years has given him a wide range of experience in the specialist area of Self Managed Superannuation Funds.
Outside of work Luke enjoys surfing and golf. 

Dedicated to establishing a close working relationship with clients, Luke is a valuable addition to our team!

 

Jacquie Clancy

Jacquie Clancy - BCom 

j.clancy@patrickrowan.com.au

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

Ryan McGrath - BCom 

r.mcgrath@patrickrowan.com.au

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

Sarah Trevena 

 MYOB & Quickbooks Specialist

s.trevena@patrickrowan.com.au

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
 
Renee is currently studying for her Bachelor of Commerce at Deakin University.  Renee is majoring in  accounting & financial planning  and has 2 units to go before completing her studies.
Regularly assisting our accountants, Renee is friendly and approachable.

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

     Audrey Stewart         

 

Business Support

     Jackie Carr

     Debbie Cotter

Contact any of our Support Team at
admin@patrickrowan.com.au

 

Bendigo Bank Agency

Julie Pescott 

Contact the Bendigo Bank Agency at
j.pescott@bendigobank.com.au

 

 

Bridges Personal Investment Services -  Located at the offices of Patrick Rowan & Associates

 

  Mark Bardzinski Dip FA, SA Fin AFP


bridgesgeelong@bridgesweb.com.au

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.

 

 

  Jason Leddin DFP

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.

 

 

DISCLAIMER

Patrick Rowan & Associates Financial Planning

CPA