Meet the team

Bruce Stockdale, Authorised Representatives

Bruce was the founder of this business, starting off some 15 years ago with Pam as his assistant.

Bruce is a qualified accountant, graduating in 1975. Bruce has extensive experience covering government, international business management and audit, computer programming, sales and technical support, public accounting.

• Fellow of the National Tax and Accountants Association
• Member of the Financial Planning Association
• Registered Tax Agent
• Authorised Representative for Financial Planning

Bruce is involved on frontline basis with his clients

• preparing tax returns,
• advising on business structures
• preparing tax strategies
• financial advisor – as an authorised representative

Behind the scenes Bruce has the role of Mentor for all the staff using his experience to develop their roles to enable them to grow and provide a broader, more comprehensive range to services to clients. Bruce also take responsibility for the overall directional planning of the business, marketing and promotion.

In his spare time Bruce is a family person with his wife Deborah and son Ben.

Hobbies and interests include the family home and garden, Freemasonry and Royal Freemasons.

Click here to download Bruce’s Adviser Profile (Part 2 of the Financial Services Guide)

Accounting Staff

Mark Carusi

Mark Carusi – has joined us for 2008 and beyond taking on a major role in the accounting and related consulting.

Pam Clarke

Pam Clarke – nearly 15 years of experience in the practice covering everything from data entry, reception, setting up companies and trusts, answering client queries, training staff and managing the “front office” has made Pam an invaluable element of the practice.

If you need to know just about anything from our practice Pam can help.

Janette Ball

Janette Ball – has also come on board during 2008 in preparation for the 2008 tax year.

Janette’s role will be in the preparation of individual and business tax returns.

Janette has had experience in her own famliy business which gives her a good understanding of the issues facing our clients and back this up with good technical knowledge.

Sharon Kovos

Sharon’s ability was clearly demonstrated when after only three days training Pam Clarke had to be away from the practice for 7 weeks. Sharon stepped into the role of office support and taxation return preparation early this year. You can expect to hear Sharon’s voice when you ring in for an appointment, there might be some information that needs clarification when your tax return is being processed or your refund has come back from the ATO – always a good call

Financial Planning Staff

Pat Chong

Pat as specialist in support roles has taken on this important task in the Financial Planning area. Expect to hear from Pat as we develop our internal systems more, as your review becomes due or additonal information is required as part of the planning process

To contact the Mentor Group team, please call (03) 9789 1888 today!