Board of Directors
Pat is one of Accountancy Insurance’s founding Directors. He has been involved with tax audit insurance since 2003 and subsequently founded Accountancy Insurance the same year. Pat commenced his career in financial accounting in the early 1980’s before spending a number of years working in the public practice area. Pat has developed the systems and processes of Accountancy Insurance from the ground up. His diverse and well-rounded accounting experience has assisted him greatly in creating and building the company, whilst his many years spent in the public practice area has enabled him to not only have a great insight into public practice workings, but also of the requirements and expectations.
Roman started his public practice career in 1984, working in small and mid-sized practices before starting Halifax Business Consulting in 1998. It was during his time at Halifax that he was introduced to Accountancy Insurance, initially as the external accountants in 2004 in the early stages of operation, and later as a user and advisor on Audit Shield. Roman’s understanding of tax audit insurance and Audit Shield saw him assist and train claims staff at Vero (one of Australia’s largest insurance companies). Roman was an adviser on the Accountancy Insurance Board until 2009 when he became a Director. He manages the underwriting agency side of Accountancy Insurance.
Ferdy graduated from Melbourne University with a Bachelor of Commerce/Arts and went on to complete a Masters in Applied Finance. Ferdy is an accountant by profession and was in the industry for a number of years before he began his career with Accountancy Insurance. He fundamentally developed the IT and implementation systems as well as established client relationships. Ferdy’s responsibility as a Director is to provide strategic direction and vision in conjunction to overseeing global sales and marketing for Accountancy Insurance, which includes all media relations.
David has been involved in the accountancy industry for more than 25 years. During this time he completed his Bachelor of Commerce at the University of Newcastle and also became a Chartered Accountant. He completed his fellowship with the Tax Institute of Australia and is an Associate Member of the Institute of Management of Australia. David has worked with numerous business proprietors sharing insights of best business practice, project risk assessment through to business system efficiency. In April 2014 David joined the Accountancy Insurance Board of Directors in a non-executive capacity. David is currently a Partner at Cutcher & Neale and has been since 1997.
Grant has extensive management experience across businesses in the retail, communications and insurance industries, focussing on providing solutions and client service. Grant has spent the last 7 years interacting with accountants and understanding the challenges that public practitioners face. Importantly he has used this knowledge to ensure that Accountancy Insurance and Audit Shield (AI’s market leading tax audit insurance product) meets and exceeds the expectations of client firms and provides a simple, effective solution to some of these challenges. Grant is now a non-executive Director although has spent a significant time with Accountancy Insurance as the Director of Sales and Marketing where he was responsible for marketing to the accounting industry and ensuring clients continue to enjoy the quality service that has made Audit Shield so successful.
Associate Director - Business Development
Associate Director - Professional Risks
Associate Director - Operations QLD
Associate Director - Operations VIC/TAS
Associate Director - Finance
Associate Director - Claims and Underwriting
Associate Director - Operations NSW/ACT
Associate Director - Information Technology