Wayne Heale BBus, FCPA
Wayne has over 30 years accounting experience and has been with Patison Partners since 1988.
Wayne has extensive experience in providing a range of businesses with the provision of accurate and timely Accounting and Taxation services.
Wayne takes a thorough and meticulous approach to the management of client’s affairs, treating each as though it were his own.
Wayne’s caring approach and friendly and affable nature have led to him forming close relationships with clients over a number of years.
Wayne enjoys early morning walks and spending time with his family and friends.
Ron Hogan BBus, CPA
Ron has over 30 years accounting experience and has been with Patison Partners since 1993.
Ron is passionate about ensuring client’s achieve the best possible outcomes in all aspects of business and personal finances. He excels in dealing with complex tax issues and has extensive experience in Tax, Estate and Succession Planning and Wealth Creation.
Ron has a particular interest in assisting clients with inter-generational transfers of assets and has guided many families through this stage, with great care and understanding of the issues affecting all parties.
In addition, Ron has a strong background in Primary Production accounting, having been involved in farming all his life. He has an all embracing knowledge of the financial issues facing primary producers.
On the weekends, Ron enjoys watching all types of sport and spending time out on the family farm.
Katrina Magyar BBus, CA
Katrina has over 15 years accounting experience, and has been with Patison Partners since 2000.
Katrina became a partner in 2009 and she exemplifies the link between the past, present and future at Patison Partners.
Katrina has experience in Business Advisory, Strategic Tax Planning and Self Managed Superannuation.
Katrina is always seeking to offer clients’ ways in which they can improve. She has experience looking after a range of Small Business clients.
Away from work, Katrina enjoys spending time with her husband and 3 young girls.
Frank Monacella BBus, CA
Frank has over 20 years accounting experience and has been with Patison Partners since 2009.
Frank has a wealth of Public Practice experience. In addition to this, he has spent 7 years in Industry in a senior accounting and management role. There Frank obtained specialist skills in Budgeting, Forecasting, Tendering and Business Valuations.
Frank is passionate about Property Investment and has a keen interest in the area of Negative Gearing. He can answer all our client’s questions in this area.
Frank’s unique blend of experience gives him the ability to deal with clients with an understanding of the issues they face as business owners/operators. He sees things from their perspective enabling him to tailor advice specifically to their needs.
Away from work, Frank is passionate about running and soccer. He will often be seen participating in fun runs and triathlons. He also enjoys spending time with his wife and teenage children.
John- Paul D’Amico BCom, CA
John-Paul has been with Patison Partners since March 2012. He has over 10 years of experience, most of which was gained in large city accounting firms. He has a wealth of experience in assisting businesses of all sizes.
John-Paul also has experience advising clients across a range of Industries, particularly in the areas of Retail, Automotive and Construction.
John-Paul is a firm believer in internal reporting, believing that you can’t manage what you can’t measure. He is an expert in the area of Budgeting, Cashflow Forecasting and Business Benchmarking. He uses this information to provide clients with information on how they can improve their businesses.
John-Paul is passionate about cricket and enjoys spending time with his partner and young son who keeps him on his toes.
Cheryl Watts DipBus(Acc), FIPA
Cheryl has over 25 years of accounting experience, the last 19 of which have been as an employee of Patison Partners.
Over that time Cheryl has worked mainly in assisting Ron Hogan with the provision of Accounting and Taxation Services for a range of Small Business clients.
Cheryl has enjoyed building relationships with clients and working with them over that time, to assist them achieve their long term goals.
Away from work, Cheryl enjoys spending time with her family.
Simone Rhodes BBus, CPA
Simone has over 12 years of accounting experience, all as an employee of Patison Partners since 2000.
Simone mainly works with a wide range of Small Business clients assisting them with their quarterly Business Activity Statements, GST and Taxation obligations.
Simone has an understanding approach to her work and enjoys assisting clients on an ongoing basis, working through all their business and taxation issues as they arise.
Simone has 2 young daughters who keep her busy and also enjoys physical activity and exercise.
Donna Plunkett BBus, ASA
Donna has over 13 years accounting experience and has been with Patison Partners since 2011.
Donna has experience in assisting the partners looking after a wide range of business clients and also in the area of Self Managed Superannuation.
Donna enjoys working with her clients in the areas of tax planning by working with them prior to year end to ensure strategies are in place so that their tax liabilities have been minimised in an appropriate manner.
Donna is a passionate Collingwood supporter and enjoys spending time with her husband and two young children.
Yvonne Pike DipFP, DipBus(HR)
Yvonne has been with Patison Partners for more than 30 years.
Yvonne has a wealth of knowledge, assisting in both the Financial Planning and also the Taxation administration areas of Patison Partners.
Yvonne manages our Investment Portfolio and Share Trading Service. She is able to assist our clients in all aspects of share trading. In addition to this, she also manages our Bendigo Bank Agency.
Away from work, Yvonne is a keen dancer and enjoys entertaining family and friends.
Bendigo Bank Officer
Erin has been with Patison Partners since 2001.
Erin commenced as an office assistant and has worked her way up through all the administration and internal accounting functions of the practice.
Erin is now our authorised Bendigo Bank officer, assisting our clients with all of their Bendigo Banking needs.
Away from work, Erin is an avid horse rider.