Client COVID-19 Safety Information

Client COVID-19 Safety Information

For the safety of all our staff, clients and visitors, we are requiring all clients and other visitors to adhere to our COVID-19 safety protocols.

Thank you for your patience and cooperation.

  1. To obtain a safer and faster service from our team members, we recommend that you call or email to make an appointment whenever possible.
  2. Under the current CovidSafe requirements, we will be conducting business as usual in the office, however the office doors will remain locked, and clients/visitors will need to ring the doorbell for assistance.
  3. Clients/visitors to the office will be required to be double vaccinated, wear a face mask and practice safe distancing.
  4. Clients/visitors to the office will be asked to provide verification of their COVID19 vaccination status via any of the government regulated certification services.
  5. Clients/visitors to the office will be asked to “Check-in” either via the Service Victoria QR Check-In service, or manually by the register at reception.
  6. If you are experiencing flu like symptoms or have recently come in contact with a person who has had indirect or direct exposure to COVID-19, please do not attend our offices in person. Ring the accountant to cancel the appointment and set up an online meeting.
  7. Clients/visitors details will be shared with local public health authorities if any meeting participants advise that they have been exposed to COVID-19.
Mark Lisle

Mark Lisle

Mark is our managing partner and has been with the firm for over 36 years. He brings a wealth of experience in all areas of our business, including business advisory, taxation and self managed superannuation.

Mark’s ethos is that good advice stems from working closely with our clients and being prepared to go that extra step to assist them in meeting their goals and optimising their financial position.

Mark is a Fellow of Chartered Accountants Australia and New Zealand, an accredited SMSF Specialist and a registered SMSF auditor.

Outside of work, Mark enjoys trying to keep fit and spending time down at his “second home” in Port Fairy.

Josh Laing

Josh Laing

Joshua began working at Rundles in 1999 whilst still completing his Bachelor of Business (Accountancy) degree at RMIT. After graduating in 2001 he was admitted to the Institute of Chartered Accountants Australia and New Zealand in 2004. Joshua spent two years working in London before returning to Rundles in 2006.

Josh has a wealth of knowledge across a broad range of industries as well as in Self Managed Superannuation. Josh enjoys working with family groups and businesses to ensure they’re structured correctly to maximise asset protection, succession planning and management of tax.

Married with 2 children, Josh spends his weekends with his family and following the Tigers.

Brad Roach

Brad Roach

Brad has been a part of the Rundles Team since 1996 and became a Partner of the firm in 2014. During his time at Rundles, Brad has developed a strong relationship with his clients across a wide range of industries and is dedicated to assisting them to reach their personal and business goals.

Brad is passionate about seeing his clients succeed and utilises his extensive experience in public practice to provide a holistic service to his clients. He also has a wealth of experience in superannuation, particularly self managed superannuation funds.

In his spare time, Brad likes to play a round of golf with friends and enjoys watching his two sons play various sports.

Peter Davison

Peter Davison

Peter graduated from RMIT with a Bachelor of Business (Accountancy) with distinction in 1976. He joined Rundles upon graduating. Peter has been a member of the Institute of Chartered Accountants since 1979 and a Fellow since 1991. As an active yachtie of many years, Peter can often be found on the water. Otherwise, he and his wife spend time with their friends and extended family.

Sandy Gilbert

Sandy Gilbert

Sandy was admitted to the Institute of Chartered Accountants in 1973 and has been a Fellow since 1983. He gained extensive experience in auditing and accounting services over seven years at Pannell Kerr Forster before joining Rundles in 1973. Sandy is married with three children. A former amateur footballer of some note, Sandy is still an avid follower of the game and enjoys weekends at his country retreat.