Peter Cousins - Director
Peter Cousins founded (what was formerly) Cousins & Co in 1986 at the age of 28. Holding a Bachelor of Economics, Peter has worked with hundreds of businesses, small and large and of many different disciplines.
A view of Peter's office will disclose one of his major passions, fishing. And yes, on the odd occasion you just might get the response when you ask for him, "Gone Fishing".
Callen O'Brien - Director
With over 20 years of experience in the Accounting industry Callen can help to guide you in all financial aspects of your business. His expertise in Business Advisory will help get your business to where you want it to be. Whether you are starting up a new business, preparing for sale or just want to better understand how your current business is going, Callen can help you plan and implement the next steps to secure your financial future.
When away from the office, Callen loves nothing more than to be bossed around by his four daughters at home and cheer on his beloved North Melbourne Kangaroos. He’s also a life member, Treasurer and mediocre player at the Upper Beaconsfield Tennis Club and Treasurer of the Berwick Business Group.
Katherine joined Casey Partners in Sept 1997. She holds a Bachelor of Business & Commerce in Accounting, as well as being a Certified Practising Accountant. Katherine’s first job was working as a bookkeeper/ office manager from 1991-1997 which provided her amazing experience in the full office function of a small business for multiple businesses.
In 2007 she starting looking after the SMSF for Casey Partners with Callen O’Brien. She has since completed her Professional Certificate in Self Managed Super Funds and has achieved SMSF Specialist Advisor with SMSF Association.
Katherine has 3 girls which keeps her really busy. Cassandra (21) studying her 4th year of Psychology in Ballarat, Chelsea (16) in Year 12 at St Francis Xavier College and Gabrielle (9) who is in Grade 4 and also an up and coming cheerleader.
Sue joined us in 2006 from a large private business, holding a Diploma of Financial Services (Accounting). She has extensive SME experience, working in and on client business finance for many years, specialising in systems, processes, financial management and the minefield that is employing staff. Sue has experience with many account keeping software packages, with a particular speciality in Constructor for the building industry.
Sue enjoys a great mix between work and leisure and spends many hours riding her horse Don and travelling whenever possible.
Nick joined the Casey Partners team in 2012. He holds a Bachelor of Business & Commerce and is a Certified Practising Accountant. Nick enjoys working closely with clients to help develop their business and assist in achieving their goals.
Outside of work, Nick loves spending time with his wife, catching up with friends and building muscle at the local gym. We often see Nick at his desk sipping away on a protein shake.
Graduated from Monash University with a Bachelor Business Commerce (Accounting), background in pharmacy retail and before joining Casey Partners worked at MYOB for over 3 years, experience in bookkeeping using MYOB software.
Loves to watch Bollywood films, dance, food and cooking, shopping for shoes and spending time with family especially her children Dylan and Jasleen.
Jackson graduated from Monash University having completing a Bachelor of Business (Accounting) and is a Certified Practising Accountant. He manages SME clients in order to help them achieve their business goals.
Jackson loves his Richmond Tigers and attends as many games as possible. He loves being outdoors and going to the beach with mates. He may also be caught checking his man bun in the office when he gets the chance.
Tylah joined us in January 2018 after gaining some experience at an accounting firm in Melbourne.
She is currently studying a Bachelor of Commerce/ Accounting at Federation University. While she is studying Tylah works part- time with us gaining valuable experience. When Tylah finds herself away from studying she enjoys camping, hanging out with friends and family and attempting to cook.
Jay joined Casey Partners in August 2019. She is a Chartered Accountant who also holds a Bachelor of Commerce (majored in Accounting and Finance) degree from Monash University.
She has been in the industry for 5 years and is always looking to better herself in the field.
Outside of work, dancing is her favourite hobby. She also enjoys travelling and can be a bit of a book worm at times.
Matt graduated from RMIT University with a Bachelor of Business/Accounting. During his time at Uni he was a research volunteer and a student mentor.
Outside of the office he enjoys staying active whether it is on the soccer pitch or going to the gym. He also likes to hang out with friends and watch his favourite soccer team, Melbourne Victory.
Natalie joined Casey Partners in September 2018. She has an extensive administration background which includes working for the likes of RSPCA, AFL Victoria and Boral. She has also completed a Diploma of Business in Administration.
Natalie spends most of her time running around after her teenage daughter. She is a very passionate blues supporter and loves spending time with family and friends.
Lisa is a Certified Financial Planner® and holds a Diploma of Financial Planning from Deakin University. She has been in the banking and financial services industry for over 30 years and has been providing financial advice to clients since 1996.
Lisa worked for Westpac for 17 years in branch management and, later financial planning and advice, prior to starting this business in 2001.
Lisa specialises in giving advice in the following areas:
- Self managed superannuation funds
- Retirement planning
- Centrelink maximisation strategies
- Aged care strategies
- Wealth creation & tax effective investments
- Estate planning
- Margin lending
Lisa is also active within professional associations such as Financial Planning Association of Australia.
Lisa is an authorised representative of Charter Financial Planning, ASIC representative number 239815.