Our Team at Fitzpatrick & Associates and How We Help You Telephone 1300 780 191
Servicing the Macarthur Region for over 20 years, we at Fitzpatrick & Associates take pride in the quality of our team, the high standards we maintain and wealth of knowledge and experience you, our client, can expect to receive.
In order to ensure we deliver to our clients the highest standards, all our staff regularly attend seminars to keep abreast of the latest business issues relating to Accounting, Taxation, Financial Services and other suitable topics.
For our commercial clients your team at Fitzpatrick & Associates is committed to ensuring the success of your business. We will work with you and provide the professional skills and advice to assist you in achieving your goals.
It's our service guarantee.
Meet Our Team......
Rick Fitzpatrick - Principal, Campbelltown & Picton Offices
Rick is a Certified Practising Accountant (CPA), a registered Auditor and registered Tax Agent. He has over thirty years accounting and tax minimising experience and over 20 years living and working in the Macarthur region. Rick is also a member of the Campbelltown Chamber of Commerce and BNI (Business Networking International).
Ken Bond (Partner) - Senior Accountant, Picton Office
Ken joined Fitzpatrick & Assoc in 2006 after 31 years with one of Australia's largest banks. Ken runs our Picton Office and as a Senior Accountant he deals directly with the firm’s business clients in relation to their Accounting and Taxation requirements.
During his time in the banking industry Ken held a variety of management positions from Branch Manager (when they actually existed) to Senior Business Banking Manager, the last 5 years in the Macarthur area. He also had a 3 year stint in the Credit area where he looked after a portfolio of intensive care accounts, many of whom were managed back to a fully performing basis.
Ken's experience in the Banking industry provides him a different perspective when advising clients and also helps in providing advice on how to structure finance.
John Robertson, Financial Solutions, Comprehensive Lending Services (Fitzpatrick Group Partner)
John brings over twenty years experience in all aspects of consumer and commercial finance, having held senior management roles within some of Australia's largest banks. He specialises in commercial finance and has also spent a number of years as a lecturer in both commercial finance and home loan lending. Prior to establishing the Comprehensive Group, John was General Manager for Rivkin Finance, part of the the Rivkin Group.
Paul started IPS in 2001 after many years of planning. Paul is the Chief Executive Officer of IPS and his role is to grow the group to become one of the region's leading and most prestigious financial planning businesses. Outside of work Paul is trying desperately to prove the critics wrong on his golf swing and also loves to spend time with the family at their new home and also their holiday caravan.
Peter Carter - Senior Accountant, Campbelltown Office
Peter has been with Fitzpatrick & Associates since July 2002. His has undertaken many training courses relating to both the tax and audit side of the practice. Peter has completed Advanced Diploma in Accounting and Bachelor of Commerce (Accounting and Finance Law) he is currently undertaking his CPA professional year of study. Peter’s continual learning and education is an integral part of his pursuit to provide the right answers at the right time to all our current and future clients.
Bryn has worked as an accountant for the past 14 years and has been with the firm for 9 years. As a Senior Accountant she deals directly with the firm’s business clients in relation to their Accounting and Taxation requirements. Bryn is also proficient with MYOB and assists the firm’s clients in that area. Bryn has a Bachelor of Commerce majoring in Accounting, is a Justice of the Peace and has commenced her studies to become a Certified Practising Accountant.
Pauline has attained her Bachelor of Business, majoring in Accounting, and has been a valued member of our team for over seven years. Pauline has many areas of speciality, however her primary areas of responsibility are in the completion of business and company tax returns, as well as preparing BAS statements.
Kate Klusek -Accountant, Cambelltown Office
Kate joined the firm in 2007 as a trainee Accountant after completing her Diploma in Accounting and is currentlyundertaking her Accounting Degree.Kate’s dutiesinclude preparation and lodgement of individual tax returns, Business Activity Statements and small business accounts and tax returns she also assists in our external audits.
Di Stokeld- Office Manager, Campbelltown
With the exception of Rick Fitzpatrick himself, Di Stokeld is the longest serving member of our team, with over twenty years with the firm, having joined Fitzpatrick & Associates in 1987. Di brings to the team her extensive experience in administration, secretarial and PA services. When you receive your tax return either directly into your bank account or through the mail, it is likely that it was Di who would have processed it for you - so make sure you are nice to her. Di is also responsible for ensuring that our client's ASIC statutory requirements are complied with. She also makes a mean cup of tea - if you treat her right.
Michelle Thomas - Office Manager, Picton
Michelle has worked at the Picton office since 1989. As Office Manager, she oversees the administration, accounting and day to day running of the Picton Office. Michelle processes the payroll for a number of our clients on a weekly basis and maintains client’s Company Registers, ensuring their ASIC statutory requirements are complied with. Michelle is also a Justice of the Peace, so when you require documents to be certified or your signature witnessed, call into see her at our Picton office.
Cindy Egan - Receptionist, Campbelltown Office
Cindy has worked, part time, with Fitzpatrick & Associates for 3 years and has a broad and diverse background in secretarial and administrative roles. Cindy is a Justice of the Peace so if you require your signature to be witnessed or any document certified she can do this for you.
Sam Carroll - Receptionist, Campbelltown Office
When you call us at Fitzpatrick & Associates, it is likely that the first voice that you will hear will be that of Sam Carroll. Sam's abilities however extend well beyond that of reception, having previous experience in all aspects of accounts payable and receivable. Sam joined Fitzpatrick & Associates in mid 2007 had has proven to be a valuable member of our team.
