ROCG - Key Persons
Carol has been with ROCG for 11 years and is an expert in all things Xero. Prior to having children she worked as a Personal Assistant/Office Manager for a photographic company for 12 years.
Interests
In her free time, Carol enjoys spending time with her husband and three daughters, waterskiing on the Murray river, walking the family dog, shopping and enjoying life outdoors on the Mornington Peninsula.
As a principal advisor, with extensive knowledge in the Metro Vancouver marketplace, Cleo helps growing and mature private businesses deal with strategic planning and business growth management. Cleo also specializes in locating the right business opportunities for investors - particularly Asian investors - guiding them through the entire acquisition process and working with them to manage their growing businesses post acquisition.
David has spent the last 15 years involved in businesses ranging from start up organisations through to established businesses with revenue of $40 million.
‘Going with the flow' is tempting, but your business won't end up where you want to be. I can help you set a plan, a step-by-step process that will allow you to steer in the direction you want to go.
David has a strong tax and accounting background and blends practicality, listening, and the ability to think laterally to deliver solutions to his clients. His passion is helping businesses improve and he is always trying to increase his knowledge to add value to clients.
Qualifications
Bachelor of Economics
Member Institute Chartered Accountants (Australia)
Job Titles:
- Principal
- Representative
- Member of the Institute of Public Accountants
Dom enjoys servicing a diverse range of private and public companies across a multitude of industries
Dom is a member of the Institute of Public Accountants. He started his career in public practice, working on small finance company audits and auditing Self-Managed Superannuation Funds, whilst studying part-time. He then moved into the Business Services Division of Ernst & Young, and then to Deloitte.
Dom left public practice briefly to take up a private franchise opportunity consulting to private clients in the hospitality industry. Returning to public practice, Dom has enjoyed servicing a diverse range of private and public companies across a multitude of industries including mining, importing, retail and hospitality. Dom became a licenced financial adviser in 2010, and on 1 July, 2015, separated from his former business partnership to establish Strategic Accounting & Business Management.
Strategic Accounting & Business Management merged with ROCG Perth at the beginning of 2018 and Dom, as Principal, plays a key role in servicing client needs across a range of services.
Domenic Manno is an Authorised Representative of Count Financial Limited. Insight Financial Partners Pty Ltd trading as Insight Financial Partners, ABN 73 101 279 663, is an Authorised Representative of Count Financial Limited.
Qualifications
B Business (Accounting and Business Law)
Institute of Public Accountants (IPA)
Public Practice Certificate
Authorised Representative - Count Wealth
By providing exceptional client service, Gurpreet strives to assist clients to meet their financial objectives and goals. With over 17 years of accounting experience, Gurpreet brings a wealth of knowledge to the ROCG Team.
Qualifications
Certified Practicing Accountant (CPA)
B.Bus (Accounting)
B.Bus (Management)
Xero Certified
Ian specialises in SMSFs and thrives on the challenges of providing sound advice in an ever changing market.
Ian Davey - Managing Director
A Peninsula local, Ian Davey's career has taken him from working with a range of significant clients including major Victorian racing and sporting clubs in Melbourne, practicing closer to home in Mornington at ROCG, where he specialises in business development and SMEs.
Job Titles:
- Client Service Manager
- Client Service Manager / Chatswood
Ineke brings 16 years of accounting experience to the ROCG team, where she specialises in compliance and superannuation. With a personalised approach to Client Services, she is constantly working to improve the client experience.
Qualifications
B.Bus (Accounting)
B.Arts (Pyschology)
Certified Practising Accountant (CPA)
Joanne has a strong tax background and enjoys working with clients to grow their business.
Joanne has extensive experience in Public Practice and Commerce. Her career in Tax and Business Services began in 1993 as a Graduate with a medium Chartered Accounting firm in Claremont Australia.
Following 3 years of tax experience and the completion of the Chartered Accountant qualifications, she travelled to London working contract positions in the banking industry (UBS), newspaper industry (Northcliffe Newspaper Group) and publishing industry (Dorling Kindersley). Joanne gained a wealth of business and commercial experience while working and travelling for 3 years oversees.
Back in Australia, Joanne joined ROCG Perth in 2002 and became an integral part of the team specialising in tax and business services to all size clients in varied industry groups. Following 11 years with ROCG Perth, Joanne joined the practice as Principal on 1 July 2013.
Qualifications
Member, Chartered Accountants
B Business (Accounting)
Registered Tax Agent
Chartered Tax Adviser - The Tax Institute
Jody is a top-performing and solutions-focused leader equipped with 17 years of progressive leadership success. She works with clients and ROCG team members to ensure engagements obtain maximum results. She makes sure all engagements are documented with specific expected outcomes, including goals, timelines, benchmarks and that progress is measured and compared to expectation.
Job Titles:
- Principal - Founding Member
Lewis head our Jacksonville FL office and a great portion of Lewis's work throughout North America is focused on consulting work to help the founders who are ready spend less time and energy in their engineering firms and more time in the next objective whether it be in their business or personal life.
Lyle heads our Vancouver office and has 35 years experience consulting with business owners and their families on all aspects of ownership and operations from start up to sale or succession. He has advised on numerous business ownership changes assisting both purchasers and vendors as well as advising on inter-generational business transfers.
Mathieu enjoys assisting businesses of all industries improve and helping achieve business growth.
Striving to improve her knowledge, Mikaela is currently studying her CPA to further her career. Mikaela has been a part of the team since January 2016.
Qualifications
B.Com (Accounting)
Associate (CPA)
Xero Certified
With over 10 years' experience working in accounting administration services, Natalie is an integral part of the team. She brings excellent organisation skills and is ready and willing to assist our clients and staff with anything they need.
Job Titles:
- Operations Executive
- Principal
Nevin is an experienced Operations Executive who has led diverse teams, directed start-ups, owned and consulted businesses in a variety of industries and dynamic environments. Over 20 years of experience developing business processes, understanding and analyzing business requirements, identifying gaps and potential opportunities to drive value, and developing innovative cost effective solutions increasing revenue and improving competitiveness.
Pankaj is client focused and looks beyond tax compliance to deliver the best results for each business.
Rebekah works closely with clients to fully understand their position and provide tailored advise.
As a member of ROCG - Corporate Services, Rebekah can help improve your profitability and grow your business faster. She takes the time to understand how your business works and find out what it is you are really trying to achieve.
Qualifications
Institute of Chartered Accountant Australia & New Zealand
Job Titles:
- Principal - Founding Member
Rob head our Seattle WA office and specializes in helping owners create financially and operationally strong companies, affordably and with integrity. He has written articles and provides seminars on the topics such as driving business value and improving business cash flow.
Job Titles:
- CEO
- Managing Partner
- Co - Founding Partner
Ronen Shefer is a Co-Founding Partner of ROCG Americas and has served as the Chief Executive Officer since its inception in 2004. Ronen has been instrumental to the development of ROCG in North America, the growth of its brand and the implementation of its key strategic initiatives. Ronen is also a member of ROCG's executive committee which manages ROCG's global initiatives.
For more than 25 years Stephen has passionately assisted entrepreneurs with transitioning themselves and their businesses for ultimate exits. He helps business owners add significant value to their companies, and has extensive experience at leveraging human resource development to create dynamic management teams. Stephen is a featured speaker and presenter on all topics related to business exit and transitions.
Stewart is the driving force behind ROCG Perth and has a passion for seeing clients succeed.
With a wealth of experience working with retail, wholesale and service businesses and high net worth individuals, Stewart is committed to helping clients achieve their goals.
Terry has advised small and medium-sized, family owned/closely held businesses for over 35 years. Additionally he has owned and operated small businesses in commercial real estate, mining, hotel and service industries. His particular business areas of expertise are in business exit and transition planning and execution, value growth planning and strategic planning.
Job Titles:
- Principal
- Principal - Marketing Director
Teresa is a principal and serves as our marketing and social media director. With a career spanning over 2 decades in several position including VP of operation, Teresa brings a wealth on knowledge to her writings and a unique perspective to small and medium size business owners.
Yasmin has worked in the accounting industry for 14 years servicing a variety of small and medium businesses. Yasmin is our newest team member that joined ROCG Mornington in 2017. Yasmin is looking forward to building strong and lasting relationships with all clients.
Qualifications
Certified Practicing Accountant (CPA)
B.Bus (Accounting)
Xero Certified
Yves advises privately held business owners on Merger & Acquisition (M&A) transaction activities. Services include business value calculations, targeting prospective buyers/sellers, preparing Selling Memorandums, and guiding the M&A team through due diligence and final Transaction negotiations. A frequent seminar and workshop presenter to SME owners and their advisors, he focuses on building business value and creating financing structures that meet the special needs of SME business owners.
Yvonne is the friendly face or voice to welcome you to ROCG Mornington. With a retail background of over 10 years, Yvonne has a wealth of experience assisting people and their needs. Three years ago, Yvonne came on board to help us short term and we loved her so much we just had to have her as a permanent part of the team.