David Cooper – Director
Has over 30 years experience in all aspects of business including SME’s, corporate and government.
In addition to providing taxation services, David assists both individuals and business owners to reach their full potential, and has expertise in strategic business planning, Marketing, Training and Management.
He is an active church member and a passionate (if not misguided) supporter of the Geelong Football Club.
Margaret Cooper – Practice Manager
Looks after the running of the office, including accounts, invoicing, ASIC compliance, assisting with workflow management and database maintenance.
Margaret is a wonderful cook and we would like to officially hold her chocolate brownies responsible for any growth in the staff waistlines.
Jai Lyer – Tax Manager
Jai has Masters in Commerce, Education & Personnel Management
He is a CPA and Registered Tax Agent.
He has published 5 books and has extensively contributed to development and professionalism in various accounting practices in Melbourne.
Tariq Aziz – CPA Accountant
Tariq is a tax and small business specialist with over 8 years experience
Completed CPA in 2016
Follows a bit of cricket and footy (Hawthorn)
Martina Kahl – Tax Consultant and Bookkeeper
Martina is working as a Tax Consultant and Bookkeeper and also educates our clients for Xero, Reckon, MYOB Intuit and several other industry-specific software packages. She has over 15 years of experience and is happy to pass her knowledge on.
Martina’s passion has always been Horses.
James Cooper – Customer Services Officer
James is the most recent addition to the Certum team, having recently completed the SEDA program at Tennis World, Melbourne.
He is a keen tennis player, playing at a high level, and is a well-respected coach throughout the Geelong Region.
Joshua Hayden – Assistant Accountant
Josh is currently in the last year of his studies at
Deakin University. He is studying a Bachelor of Commerce, with a major sequence in Accounting and Financial Planning. Josh is passionate about helping others, where he strives to act respectfully and professionally in all client dealings.
Outside of his work and studies, Josh loves spending time in the outdoors; where in his spare time enjoys a bit of fly fishing and camping.
Jeromy Gration – Financial Advisor
Jeromy and RSM Financial Services are an accredited referral partner of Certum Accountants Australia.
At RSM, we are focused on the individuality of our clients, understanding that there is no ‘one size fits all solution’ when it comes to planning for financial security.
Our personalised wealth management strategies are all about your lifestyle needs, your future plans and your financial goals, and that makes a big difference.
Licensee: RSM Financial Pty Ltd is a Corporte Authorized representative (Mo. 1250998) of Capstone Financial Planning Pty> Ltd ABN 24 093 733 969 Australian Financial Services Licence No. 223135