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Ph: (03) 5304 8200
1220 Sturt St, Ballarat, Vic, 3350
info@trgaccountants.com.au

The best part about our business is our staff. We are local, and have a proud community involvement in everything that we do. It also means we understand the needs of region and its unique financial landscape. Please meet our team:

Principals


Senior Associate

Nathan Bagley

Nathan Bagley

Certified Practising Accountant (CPA)
Area of expertise:
Building and Construction
Study: University of Ballarat Bachelor of Commerce, Advanced Diploma of Financial Services (Financial Planning)
Interests: Family, friends, sport (cricket, AFL, basketball)
With TRG (PPT) since: September 2000

Simon Tournier

Simon Tournier

Certified Practicing Accountant (CPA)
Areas of expertise: Small Business, Hospitality and Retail
Study: Bachelor of Commerce, Deakin University
Interests: Running and cycling
Industry experience: 19 years in Public Practice

Brooke Ashby

Brooke Ashby

Certified Practising Accountant (CPA)
Areas of expertise: Strategic planning for businesses incorporating family goals and superannuation
Study: University of Ballarat, Bachelor of Commerce (Accounting/Law)
Interests: Transporting children to endless sporting events, baking and going to the gym
Industry experience: Since 2000


Financial Planner

Paul Hirth

Paul Hirth

Areas of expertise: Personal Financial Planning, Superannuation & Retirement Planning, Self-Managed Superannuation Funds, Investment Advice and Personal Risk Insurances
Study:  Bachelor of Engineering (Honours), Master of Applied Finance, Diploma of Finance & Mortgage Broking Management
How long you have been at TRG: Since 2016

 


Associates

Graeme Benn

Graeme Benn

Area of expertise: Primary Production
Study: University of Ballarat, Bachelor of Commerce
Interests: Any sport
Job history: Brown Baldwin in Shepparton for 2 years, David Allen & Co (in the United Kingdom for 7 months) and then PPT to TRG

Lisa Jones

Lisa Jones

Area of expertise: Medical
Study: University of Ballarat Bachelor of Commerce (Accounting) Distinction
Volunteer work: Church roles -youth leader, State Youth Games Co-ordinator, Treasurer
York Street Kindergarten fundraising committee member
Interests: Caring for our young family of 3 children

Quentin Jones

Quentin Jones

Area of expertise: Property-related transactions
Study: Bachelor of Commerce (Accounting), Current – Diploma in Financial Planning, Xero Certified Advisor
Interests: Church, State Emergency Service, Basketball, time with our family of three children, Unmanned Ariel Vehicle industry
In Accounting since: TRG (PPT) since 2000

Gayle Prowse

Gayle Prowse

Areas of expertise: Small Business, Primary Production and self funded retirees.
Study: University of Ballarat, Bachelor of Business, CPA.
Community Interests: Have served in various honorary capacities including a long association with the Sovereign Hill finance committee.
Experience in the Industry: 25+ years

Tracey Robinson

Tracey Robinson

Areas of expertise: Retail & Medical
Study: University of Ballarat, Bachelor of Business (Accounting)
Interests: Learning, studying, teaching, meditation, qi gong and keeping fit and healthy
Experience in the industry: 21 years - Insolvency and Corporate Recovery (4 years), Taxation and Accounting Services (17 years)

Renee Wakeling

Renee Wakeling

Area of expertise: Superannuation
Study: University of Ballarat Bachelor of Commerce (Accounting) as well as Univeristy of NSW / CPA Self-Managed Super Funds Specialist.
Interests: Spending time with family and friends, running around after two busy children, keeping fit/running
How long you have been in the industry: 14 years


Senior Accountants

Jane Jens

Jane Jens

Area of expertise: Real Estate Agents
Study: Deakin University, Bachelor of Commerce (Accounting and Commercial Law)
Interests: Travelling, skiing, cake decorating and community service
Industry experience: Chair of the Ballarat Branch of CPA Australia, Centacare Ballarat Board Member

Danny Spirovski

Danny Spirovski

Area of expertise: New software available to service client and practice needs
Study: University of Tasmania (partially completed Bachelor of Commerce and Laws Degree) before completing a Monash University Bachelor of Commerce (Accounting)
Interests: Community sport, home life, gardening and travelling
Prior work history: Roles in private medical sector, government agencies and in the not-for-profit sector


Accountants

Karen White

Karen White

Areas of expertise: Taxation - working on business, company, trust and individual tax
Study: University of Ballarat Bachelor of Commerce (Accounting)
Interests: My daughter, exercise, photography, gardening and carpentry
Previous career: Personal Care Attendant (Aged Care) for Ballarat Health Services
Years with TRG: since 2012

Jo Shanahan

Jo Shanahan

Study: University of Ballarat, Bachelor of Commerce (Accounting)
Interests: Spending time with family and friends, reading, travel
Experience in the Industry: Joined PPT in 2008 then to TRG
Volunteer Work: Fundraising for various causes


Graduate Accountants

Sheree Geary

Sheree Geary

Study: Student at Federation University of Australia, Bachelor of Commerce (Accounting)
Job history: BJT Legal 1987 to 1990, Prowse Cook & Perrin 1990, PPT and then to TRG Accountants
Interests: Family & movies.

Bevan Sander

Bevan Sander

Study: Masters Degree in Professional Accounting at Federation University
Interests: Cricket, football, reading
Current Study: Diploma in Financial Planning


Trainee Accountants

 

Toby Fisher

Toby Fisher

Areas of expertise: Tax Return and BAS preparation
Study: Completing a Federation University, Bachelor of Commerce (Accounting)
Interests: AFL, Tennis, Water Skiing, Friends and family
Job History: Bartender, Farmhand

Tom Callahan

Tom Callahan

Area of expertise: Superannuation
Study: Completing a Bachelor of Commerce at The University of Melbourne
Interest: Soccer, basketball, movies, family and friends
Started at TRG: July 2017
Volunteer work: Primary school futsal coach

Aidan Willowhite

Aidan Willowhite

Areas of expertise: Bookkeeping, tax return preparation
Study: Finalising a Bachelor of Commerce (Accounting) at Federation University
Interests: Cricket, golf, catching up with family and friends


Administration Staff

Shona Atkinson

Shona Atkinson

Financial Planning Client Support

Kim Aisbett

Kim Aisbett

Administration Manager

Jacqui Turner

Jacqui Turner

Administration Senior


Cathy Adamson

Cathy Adamson

Cathie Fitzpatrick

Cathie Fitzpatrick

Jessie Forde

Jessie Forde