apl Financial Pty Ltd, Accounting Planning Loans, Accountants and Business Advisors, Clayton, VIC

Our Profile

With tax and regulation rules constantly changing you deserve peace of mind. To this end, apl Financial Accountants & Business Advisors is committed to actively attending professional education programs to keep abreast of all the changes in the Australian Taxation System. We strive to improve our knowledge and expertise to ensure we excel in, and provide the very best accounting, taxation and financial services.

Jon Griffin the Director, commenced business in 1992 after having worked previously at accounting firms Wallace McMullin and Smail and later Duesburys. From his first office in St Kilda, he moved to Oakleigh where he was joined by Suzanne Owen in 1999. The firm changed its name to Apl Financial in 2004, the name representing Accounting, Financial Planning and Loans, a recognition of the growing need of clients for Financial Planning Services and Finance.  In the same year, the practice moved to Clayton and became a member of Count Wealth Accountants, an Australian Financial Services Licensee and started offering clients Financial Planning Services.

The business continued to grow with Peter Koumakis commencing in 2005, Poy Sen Yap in 2007, Dany Sin in 2008, Kellie Martin in 2009, Sheryl Feldman in 2010, Meaghan Godfrey and Mary Jamero in 2011.

In 2004 Rohan Creedon purchased a Financial Planning Practice operating in Boronia and in 2009 having moved to Wantirna, he took the opportunity to merge with the Wealth Assist Financial Services Pty Ltd business and establish a joint venture under the Apl Financial Services name. Today between the Clayton and Wantirna offices there are 11 staff including 3 Financial Planners.

Top left: Peter Koumakis, Rohan Creedon, Jon Griffin, Kellie Martin, Belinda McNulty,
Steven Cork, Meaghan Godfrey, Poy Sen Yap , Suzanne Owen,  Mary Jamero, Dany Sin,
Sheryl Feldman.

Jon Griffin B.Ec. CA
Director
Jon is a member of the Institute of Chartered Accountants in Australia. He is also a registered company auditor, a registered Tax Agent and Authorised Representative of Count Financial Services Ltd. Jon's focus is to work thoroughly with clients to assist in maximising their business and personal wealth.
Specialising in:
- Investment and wealth creation advice
- Small Business Consulting
- Taxation Planning and compliance
- Superannuation Advice

Industry Expertise includes:
- Building and Construction Services
- Manufacturing
- Importing and Wholesale
- Retailing

Rohan Creedon CA, B.Com, Dip FP, CFP
Financial Planner
Rohan after completing a Bachelor of Commerce from Melbourne University in 1982 worked for accounting firms including Duesburys where he qualified as a Chartered Accountant. He then worked in industry including 5 years as a Business Manager for a Private Hospital. In 2000 he decided to concentrate on financial planning and joined a practice specialising in self managed superannuation funds while completing his Diploma of Financial Planning from Deakin University. In 2004 he purchased a Financial Planning business in Boronia and became an Authorised Representative of Count Wealth Accountants. He is a Certified Financial Planner, member of the Institute of Chartered Accountants and member of the Financial Planning Association. Rohan's specialty areas include:  Wealth building and tax minimisation strategies, wealth protection, estate planning and self-managed superannuation fund investment advice.

Suzanne Owen B.Bus.(Acc) CPA
Senior Accountant
Suzanne started working with apl Financial in 1999 with 10 years commercial experience and is a Certified Practising Accountant with over 20 years experience in the Tax and Accounting industry. Suzanne can assist with your business management and taxation needs. Suzanne oversees the Administration Section at Apl Financial to ensure you receive the highest level of customer service at all times.

Peter Koumakis B.Sc, FIPA
Accountant
Peter joined aplFinancial in 2005 and is a Fellow of the Institute of Public Accountants (IPA) with over 15 years experience in Tax and Accounting. Peter specialises in Income Tax, Fringe Benefits Tax, GST, Accounting and Audit. Peter can assist with IT recommendations and solutions as he holds a Bachelor of Science degree majoring in Accounting and Computer Science.

Poy Sen Yap B.Bus(Law), MPrac(Acc), CA
Accountant
Poy Sen Yap commenced at Apl Financial in 2007 with 2 years accounting experience. As well as preparing financial statements and income tax returns for business clients Poy Sen specialises in maintaining accounts for our clients with self-managed superannuation funds.

Dany Sin HB. Sc, MBus (Acc)
Accountant
Dany joined apl Financial in 2008 as a graduate accountant. She is currently studying to become a chartered accountant and is responsible for personal income tax returns, BAS returns, and preparing accounts for business clients.

Kellie Martin Dip. B.A.
Marketing & Client Services
Kellie joined Apl Financial in 2009 with over 10 years experience in financial administration, marketing and office management. Kellie is responsible for the day-to-day management of our Trust account, and all marketing, website and business development.

Mary Jamero
Accounts Administrator
Mary has recently joined Apl Financial with over 6 years experience in book-keeping to assist with the day-to-day management of our accounts and Company Secretarial files.

Sheryl Feldman ACA
Accountant
Sheryl joined apl Financial in 2010 with over 4 years experience as a qualified Chartered Accountant.  This is her first position in Australia having moved from the UK in early 2010.  She has a broad business knowledge and together with a background in audit will mainly be working on business clients preparing financial statements and income tax returns.  She can also assist in the preparation of cash flows and business forecasts.  

Steven Cork MComm(Fin Plan, Econ, Fin)
Financial Planner
Steven began working with apl Financial Services in financial planning in 2010 after completing a Master of Commerce at Deakin University. Steven is an authorised Representative of Count Financial Limited and plans to continue his studies by completing the Certified Financial Planning Program. Steven is a member of the Financial Planning Association, The Economic Society of Australia and FINSIA (Finance Services Institute of Australasia).

Belinda McNulty 
Support Specialist
Belinda has been with Apl Financial Services for 9 years and has worked in the corporate environment for over 15 years. Belinda will also be one of the first representatives of our company to greet you. Belinda is responsible for the day to day management of client's portfolios and Centrelink issues.