After studying for his Bachelor of Business (majoring in Accounting) at University of Technology, Sydney, Rod commenced his career in high profile firms in Sydney and then became partner in several well regarded local firms before founding Trilogy Professional Group. With a strong base of business and personal clients, Rod offers a wide range of accountancy services with a specialist focus on business strategy, wealth creation and property investment.
Rod has extensive experience in all facets of Australian Taxation particularly in the business, superannuation and investments areas and has access to experienced consultants if specialist advice is needed.
With over 20 years in accountancy, Rod has developed a reputation as an accountant with high service ethics and integrity.
When not at work, Rod can be found on the soccer field, kicking a ball with his son or researching real estate.
A country girl by birth, Karen attended boarding school in Tamworth, NSW before heading to the big smoke to study for her Bachelor of Commerce (majoring in Accounting) at Newcastle University. After Uni, Karen moved to Sydney to pursue her career as a commercial accountant in national and international firms in various industries.
In 1999, Karen moved to the Central Coast and spent several years working in local Accounting firms before having her son, Lachie. Then deciding she would balance motherhood and work, she fulfilled a childhood dream of owning her own retail shop. During this time, she also managed to buy and renovate 8 investment properties which was the beginning of her love affair with houses.
Highly process driven and with a genuine love of people, it is natural that Karen's passion is working onsite with our clients helping them attract new customers, ensuring their systems are implemented efficiently and of course, keeping their finances in order.
As a Chartered Accountant, Sharon brings to our team her many years experience in both commercial and public practice experience across a range of industries including hospitality, tourism operations, education, software production and retail. This experience has provided Sharon with a broad area of expertise to draw upon covering taxation, financial reporting, profit indicator analysis, policy formation, cashflow management and corporate governance.
The important foundation years of Sharon’s accounting experience commenced in 1991 as a Trainee Accountant on the Central Coast whilst excelling in her studies at the University of Newcastle.
We are excited to have Sharon as part of our team as she not only brings invaluable experience and technical precision but her cheery and positive attitude make her a delight to have in the office.
After completing his Bachelor of Business at the University of Newcastle, Clay headed off to travel the world before coming back to the Coast to start his career as an Accountant. Prior to and whilst completing his degree, Clay worked in hospitality giving him over 6 years experience in customer service.
Clay's high work ethic is evidenced by his reliability and his can-do attitude. With his easy going and good-natured personality, he is a popular and valued team member.
Born and bred on the Central Coast, Clay loves the beach, loves to surf and is a champion body boarder.
After completing his HSC in 2012, Aaron joined our team in this new role within our business. Aaron enjoys the daily challenges of learning the systems and working in a fast paced work environment. His role entails learning all aspects of the business so his well-rounded knowledge will be a great support to all members of the team.
An outdoorsy kind of guy, Aaron enjoys most sports and keeping fit. When he is not exercising, Aaron enjoys spending time with family and friends.
Gail has been with Trilogy Professional Group since its inception and as Practice Administrator of the firm, Gail has gained a reputation of being highly practical and extraordinarily efficient. Her duties include managing ATO & ASIC correspondence on behalf of clients. She maintains strong client relationships by handling queries with punctuality and professionalism.
With a background in banking, credit control and retail management and currently studying a Cert IV in Business, Gail has a diverse range of skills and is well-equipped to handle this demanding role with professionalism and dedication. As such an integral part of the business, Gail is a "no-fuss, just get the job done" type of person and it is well known within the firm that whatever she does, she does well.
When Gail is not at work or studying, she is a dedicated mother transporting her talented children to their sporting and musical activities.
Brett brings over 13 years Financial Planning experience to the firm. Brett completed Financial Planning studies through Deakin University and the FPA. He was admitted as an Associate Practitioner Member of the FPA in 2006 and has completed post graduate CFP qualifications and Life Risk Specialist (LRS)
He is licenced as an Authorised Representative of Pivotal Financial Advisers Limited AFSL No 237 857 and ASIC Individual Authorised Representative No 265081.
As a "fee for service" advisor and not aligned to a bank, Brett is able to offer advice and make recommendations best suited to the clients' needs and develop appropriate financial strategies with no potential for conflict of interest.
Although he is unlikely to tell you of his many talents, Brett is a gifted musician and can often be found on weekends playing at different gigs around Sydney and the Coast. He also loves racing fast cars and is a competitive cyclist amongst his peers.
Steven has proven himself as one of the world’s leading business trainers and an award winning business coach. As a professional speaker and trainer, Steven has highly effective style. He has presented to audiences around the world over many years. Steven’s experience and expertise comes from fifteen years of national and international management in retail, manufacture, wholesale and distribution. Steven has personally coached over 50 businesses in various industries including accountants, transport companies, preschools & child care centres, retirement villages, motorcycle sales, kitchen manufacturers, bakery supplies, golf pro, pest control, carpet cleaning, boat supplies, office supplies, mining consultants, resort and conference facility, insurance broker, hairdressers, beauty salons, and construction.
Steve has been married to Carolyn for 20 years and has 3 children. His hobbies include regular holidays overseas and interstate with his family and friends, he enjoys golf, tennis,gardening and watching his kids play sport.