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

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 authorised 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 one granddaughter and he 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.

 

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 brings expertise in taxation planning, small to medium enterprise advisings, retail and superannuation. In his spare time, Joe enjoys golf and playing bridge.

 

CLIENT RELATIONSHIP MANAGERS

Michelle Xerri  BCom, CA

Michelle obtained her Commerce degree at the University of Sydney and, as a registered tax agent, is working as one of our taxation specialists. Michelle is a member of the Institute of Chartered Accountants in Australia.


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 is a registered tax agent.

 

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.


ACCOUNTANTS

Debritu Rosenbaum Adv Dip Acc

Debritu received an advanced diploma in Accounting from Northern Sydney Institute of TAFE in 2003. She specialises in the preparation of individual tax returns.

 

Sahil Mehta BCom

Sahil completed a Bachelor of Commerce degree.  He is involved in the preparation of  financial statements and income tax returns for clients.

 

Kurinchi Nallanthuwan BSc(Hons), MProf Acc
Kurinchi received a Bachelor of Science (Hons) from the University of London in 2003 and completed his Masters in Professional Accounting in 2005. Kurinchi has two years of experience working in commercial accounting as well as in public practice, coming to Peter Vickers & Associates after working with KPMG in Sri Lanka.

 

Rekha Lokuketagoda BCom, Dip. Business

Rekha completed a Bachelor of Commerce degree, majoring in Accounting, at Sydney's Macquarie University and a Diploma of Business at the Australian College of Business and Technology in Sri Lanka. Apart from accounting, Rekha enjoys music and acting.

 

Rohit Kumar BCom, MBA, MProf Acct

Rohit has completed a Bachelor of Commerce degree from Himachal Pradesh University in India and a Master of Business Administration from Punjab Technical University in India. He has also received a Masters degree in Professional Accounting from Central Queensland University.

 

Vince Song BCom
Vince majored in accounting while completing his Bachelor of Commerce degree at the University of South Australia. He is an affiliate member of the Taxation Institute of Australia and currently working towards Associate membership and his Chartered Accountant qualification. Vince has two years of experience in commercial accounting as well as public practice and also holds a Certificate IV of Hotel Management from Le Cordon Bleu Australia.

 

Harry Grewal BBus
Harry studied for his Bachelor of Business Degree, majoring in Accounting, at ACU National University. He has over four 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.

 

Shawn Sor BSc MProf Acct
Shawn completed his Bachelor of Computing Science and Master in Professional Accounting at the University of New South Wales. Shawn has experience in internal audit from Malaysia and he is currently studying to obtain his CA qualifications. Besides accounting, Shawn enjoys badminton and building computer systems.

 

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's daughter is named Kayla.

 

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). 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

Dennymon Matthew BSc

Dennymon received a Bachelor of Science degree from Mahatma Gandhi University in 1997 and became a Chartered Accountant with ICAI in 2004.

 

MANAGING DIRECTOR - INSURANCE BROKERS

Simon Pilbeam JP ANZIIF (Snr. Assoc) CIP

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.

 

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.

 

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.

 

Caren Kruger BA
Caren graduated from the University of the Witwatersrand with a Bachelor of Arts degree. Her background is Insurance and she was worked extensively in insurance broking environments. Caren's ability to liaise with clients and exceed their expectations is highly valued.

 

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.

 

INVESTMENT SERVICES

Greg Sawyer  BCom DipFS
Greg is an Authorised Representative of Peter Vickers Investment Services. He holds a Bachelor of Commerce degree with a major in Accounting, as well as a Diploma of Financial Services. Greg is able to advise clients in all areas of financial planning, as well as holding strong experience in mortgage broking where he can assist you in accessing an ultra competitive home loan from 21 home lenders.

 

Agnes Mock BEc CPA
Agnes completed her Bachelor of Economics (Accounting) at Sydney University prior to working in various accounting firms and the oil industry. She is responsible for member and employer relations for the Lindfield Superannuation Fund and also acts as administrator for clients using our Virtual Broker facilities. Having taken time out to raise her two children, Agnes has now returned to the workforce on a part-time basis. She completed a Diploma in Financial Service (Financial Planning) with FINSIA in 2006 and in her spare time learns dancing and porcelain painting.

 

BOOKKEEPING SERVICES

Our Bookkeeping Team support includes

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

SUPPORT STAFF

Michele Brownsberger  MTeach BSocSci
Michele has been involved in the Human Resources industry for 10 years, including experience with Large Organisations, Local Government and Small Business. She is currently working on the group's How Now business system and the development of our compliance and quality control procedures. Michele holds a Bachelor of Social Science which she received from the University of New England and a Masters in Teaching from the University of Sydney.

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.

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.

Mook Clifford BBA
Mook is the group's bookkeeper and she 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, Thailand and is currently studying towards an Advanced Diploma of Accounting.

Kiralee Maxwell BMus (Ed)
Kiralee works at PVBG as our part-time receptionist and administration assistant, responsible for meeting and greeting clients as well as general office administration. Kiralee studied for her Bachelor of Music Education at the Sydney Conservatorium of Music, and runs her own piano teaching business on a part-time basis.
 

 


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