Accounting    Bookkeeping    Investments    Insurance Brokers    Finance Brokers    Superannuation     

 

Our Team

Our team are our most valuable asset. If you are considering approaching any of them with an offer of employment then you agree, by reading further, to pay us one year’s salary as a recruitment fee!

We have a talented team of financial and business specialists able to help you with all aspects of your personal and business finance.

DIRECTOR

Peter Vickers BSc BEc FCA

Peter studied at the University of Sydney and enjoyed university life so much that he completed two degrees. He is a Fellow of the Institute of Chartered Accountants in Australia, the Taxation Institute of Australia, the Corporate Directors Association and the Australian Institute of Company Directors. Peter is an authorized representative under the Corporations Act and is licensed to give investment advice. He is a registered tax agent, a registered company auditor, an external examiner for the Law Society of NSW and a Justice of the Peace.
 

Peter has won various battles over the years against the Australian Taxation Office and Travel Compensation Fund. He even convinced the Australian Securities and Investments Commission that Singapore does not have a separate capital city.
 

Peter has three daughters and two grandchildren and is a keen skier and accomplished sculptor. See here for examples of his work.  He was on the Board of Management of his daughters’ school, Masada College for 10 years of which he served three years as honorary treasurer.

peter@pva.com.au

 

 

PRINCIPAL

Joe Staub BCom  FCA
Joe commenced his working life in the audit division of Arthur Andersen & Co 1974. He was a founding partner of Gilden Staub & Co (now Sothertons Sydney) before leaving in 2004 to head up a retail company. In 2007 he recommenced practice as a Chartered Accountant and merged his practice with Peter Vickers and Associates on 1 July 2008. Joe is a registered tax agent and registered company auditor and brings expertise in taxation planning, small to medium enterprise advisings, retail and superannuation. In his spare time, Joe enjoys golf and playing bridge.

joes@pva.com.au

 

 

CLIENT RELATIONSHIP MANAGERS

 

Pablo Urbano  MCom BeCom CA

Pablo has completed a Bachelor of Electronic Commerce majoring in Finance, as well as a Masters of Commerce majoring in Professional Accounting. Prior to joining PVA, he worked with a Chartered Accounting firm in Brisbane. Pablo has his practicing certificate from the Institute of Chartered Accountants and is a registered tax agent and a Certified Partner of Xero.

pablou@pva.com.au

 

Ann Nguyen BBus CPA
Ann completed her Bachelor of Business, majoring in Accounting in 1998 from the University of Technology, Sydney and is a CPA. She has worked in public practice in the roles of tax agent, assistant accountant and senior accountant and brings expertise in superannuation, preparation of financial statements and tax returns.

annn@pva.com.au

 

Cathy Stockwell BCom CA

Cathy completed her Bachelor of Commerce at the University of Queensland. Since beginning her career with Arthur Andersen & Co in taxation she has worked for large second tier firms such as William Buck and Johnston Rorke in the business services area. She also gained experience in the commercial sector as Financial Controller of a joint venture in the sugar industry. At PVA, Cathy is using her expertise in taxation to provide tax advice to individuals, companies and family trusts.

Cathy is also an active member of the Lindfield community and the schools attended by her children.

cathys@pva.com.au  Tues-Thurs

 

Harry Grewal BBus
Harry studied for his Bachelor of Business Degree, majoring in Accounting, at ACU National University. He has over five  years of experience working in public practice with a range of clients - from small to large and in a variety of different industries. Harry is currently studying to obtain his CA qualification.

harryg@pva.com.au

 

ACCOUNTANTS

Debritu Rosenbaum Adv Dip Acc

Debritu is an Associate of the National Institute of Accountants.  She was awarded an advanced diploma in Accounting from Northern Sydney Institute of TAFE in 2003. Debritu is a registered tax agent and specialises in the preparation of individual tax returns.

debritur@pva.com.au  Mon-Thurs

 

Andrew Poon BCom

Andrew completed his Bachelor of Commerce degree, majoring in Professional Accounting at Sydney's Macquarie University. Prior to this he completed a Diploma of Commerce at the Sydney Institute of Business and Technology.  Andrew is currently working towards his CA qualifications and is a keen soccer player in his spare time.

andrewp@pva.com.au

 

Stephen Freedman B.Ec  BBA

Stephen has many years experience in the accountancy profession, in a variety of roles, serving a diverse client base.  His clients at PVA benefit from this expertise in his preparation of financial statements and tax returns;  provision of taxation advice;  budgeting and cash flows; business valuations; buying and selling businesses; management accounting and tax planning. Stephen has experience in preparing both Canadian and United States tax returns.

stephenf@pva.com.au

 

 

WORK FLOW MANAGER

Naomi Brandon BA

Naomi obtained her degree majoring in Textiles and Design & Technology at the Australian Catholic University. Before going on maternity leave Naomi managed a number of Lincraft stores taking each store to the top position in the chain. After managing up to 30 staff in a store she believes managing 20 accountants is a breeze. Naomi has a daughter Kayla and son Jayden.

naomib@pva.com.au Mon-Thurs

 

 

ACCOUNTING TEAM IN BANGALORE, INDIA

Due to the shortage of suitable experienced accountants in Australia, we have four dedicated Chartered Accountants working in our office in Bangalore. They are under the supervision of Ramesh Adiga who is a member of the National Institute of Accountants (Australia) from which he holds a practicing certificate which allows him to audit Self Managed Superannuation Funds.  Visit www.boz.com.au The accountants log on to our computer in Lindfield to prepare client accounts and tax returns and no records are kept in India.

 

TEAM LEADER

 

Rathnakumar Ramdas MBA Finance, BCom

Rathnakumar completed his articled training with a Chartered Accountant in Public Practice, has been awarded his MBA in Finance and is close to achieving his CA qualifications with ICAI, having completed his CA intermediate and being awarded his "Accounting Technician" certificate. In addition to the above he gained 3 years experience as an accountant servicing a range of clients and now uses his expertise at BOSS to assist with the finalisation of accounts and preparation of tax returns.  Rathnakumar was married in 2009. 

ramdasr@pva.com.au

 

Malleshwaran Meganathan MBA Finance, BCom,  MCom

Malleshwaran has now completed his CA Intermediate from ICAI and holds his "Accounting Technician" Certificate.  In addition, he has recently been awarded his MBA Finance. Before joining BOSS, Malleshwaran had an accountancy position in which he gained valuable experience whilst working for a broad range of clients. At BOSS he uses this expertise in the preparation of tax returns and the finalisation of accounts for clients.  Malleshwaran is fond of cricket and Adam Gilchrist is his favorite player. He was married in 2006 and has a son named Mohit.

malleshm@pva.com.au

 

 

MANAGING DIRECTOR - INSURANCE BROKERS

Simon Pilbeam JP ANZIIF (Snr. Assoc) CIP Dip FS (Insurance Broking)

Simon is the Managing Director of PVIB and has been in the Insurance industry for over 20 years. He is a Senior Associate of the Australian Insurance Institute, a Certified Insurance Professional and a Justice of the Peace.

 

Simon's hands on personal approach and excellent negotiation skills ensure our clients of the best value products tailored individually to their needs. Simon can provide expert assistance in the placement of all general insurance products with all commercial lines of insurance his forte.

simon@pvib.com.au

 

INSURANCE BROKERS
Beverley McKenna

Bev is highly experienced in the insurance broking industry. She began working in the industry in 1980 after returning from 3 years of living in Europe. She took time out briefly in 1987 to spend some time with her 2 young children. Bev's patience is a proven asset assuring our clients of timely personal service for even the most complex insurance requirements.

bev@pvib.com.au Tues-Fri

 

Roisin Medin

Roisin has a strong background in Insurance Broking with expertise in most lines of insurance including Domestic, Commercial, Trade Insurance, Liability, Professional Indemnity and Marine Insurance. Roisin has devoted her career to the Insurance Industry and enjoys the challenge of broking the "hard to place" cover for our clients.

roisin@pvib.com.au Mon-Wed

 

Genevieve Aytona BBA
Genevieve has completed a Diploma in Hotel Management and Bachelor of Business Administration (Hons) degree from HMS 'Les Roches' in Switzerland. After one year with us in the role of administration assistant, Genevieve joined our insurance team.

genevieve@pvib.com.au Tue-Fri

 

INVESTMENT SERVICES

Hilton Woolf  BA DipFP

Hilton is an Authorised Representative of Peter Vickers Investment Services.  Drawing on over 25 years of experience in the finance and insurance industries, he is able to offer a range of services and products tailored to the individual's needs.  Hilton has a Bachelor of Accounting Science from the University of South Africa, a Diploma in Financial Planning from Deakin University and is a fully certified Financial Planner in Australia.

hilton@pva.com.au

 

 

BOOKKEEPING SERVICES

Tivanant (Mook) Clifford BBA
Mook leads our bookkeeping division.  She is also the group's bookkeeper and brings experience and a strong background of bookkeeping and accounting processes to the role. Mook completed a Bachelor of Business Administration at Thammasat University in Bangkok, and is currently studying towards an Advanced Diploma of Accounting. Mook is a registered BAS Agent (No. 81285000),  a Certified Partner of Xero and MYOB and  is currently managing our Canberra Office.

mookc@pva.com.au

 

Elesa Dwyer BCom CPA

Elesa has completed a Bachelor of Commerce, majoring in Accounting and is a CPA.  She has worked in public practice, for multiple family businesses and as a Senior Finance Manager for ACNielsen.  At Peter Vickers and Associates, Elesa is responsible for the bookkeeping activities of a number of small to medium sized clients and also looks after the bookkeeping for professional services firms such as solicitors and dental practices.

elesad@pva.com.au  Tue-Thurs

 

Our Bookkeeping Team support includes:

• Implementing office systems and procedures
MYOB & Quicken setup & tailoring
• Troubleshooting
• Reliable ongoing support
• Training

SUPPORT STAFF

Idana Katz BSocSci(SW), PGDip HR Management, Honours Psychology
Idana is a registered Social Worker and a member of the Australian Human Resources Institute. After practising as a Social Worker she moved into Human Resources and has over 11 years experience in this field. Having managed the HR Department of a large listed company, Idana took a sabbatical to have her first child and has returned to the workforce with the Peter Vickers Business Group in the capacity of HR Manager.
idanak@pva.com.au Tues and Thurs

Mohammad Rintu BIS, DipNetEng
Mohammad is the group's IT manager and looks after all IT operations in PVBG. He offers excellent analytical and problem solving skills with his expertise on Windows based servers and systems. He holds a Bachelor of Information Systems from Australian Catholic University, a Diploma of Network Engineering and is a member of the Australian Computer Society.

mohammad@pva.com.au

Sara Lanesman BSocSci PGDip HR Management
The group operates as a paperless office and Sara is responsible for managing the Document Management System, "How Now".  She is also responsible for ensuring that the company meets all its corporate compliance requirements.  Prior to joining Peter Vickers Business Group, Sara gained a wealth of experience from various contract roles including Executive Assistant and Office Manager for a small team of business consultants and more recently as Workflow Manager and HR Manager for Peter Vickers and Associates, whilst Naomi and Idana enjoyed their maternity leave.
saral@pva.com.au Mon, Tues and Thursday

Kathryn Maguire BA (Hons) PGDip.Marketing
Kathryn
is PVBG's Marketing Manager.  When she  joined the group she had been running her own marketing consultancy in Sydney. She relocated from London to Sydney in 2002 with her family. She completed a BA in Economics and Geography at London University's School of Oriental and African Studies followed by a postgraduate diploma in marketing.  Over 15 years she has marketed a range of products and services including those of a professional services firm in London.
kathryn@pva.com.au Tues-Thurs

 

 

 


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