RSM Australia

Biography

Cole is a Director of Business Advisory in Wagga and an experienced business adviser whose eager and committed style helps his clients grow their wealth though a mixture of management and accounting advice.

Cole’s dedicated and hard-working approach, backed by comprehensive local knowledge, has seen him work with a wide range of clients in the business and rural sectors, for small to medium sized enterprises throughout the Riverina region.

As a passionate partner of the RSM Australia office in Wagga Wagga, Cole has been with the firm since 1996 and is responsible for the growth and development of the Wagga Wagga Business Advisory practice, along with his fellow directors, Angelo Strano and Stuart Heine.

Cole has clients across a broad range of industries including transport, construction, medical, finance, agribusiness, retail and manufacturing.

Cole Levy is a Partner of RSM Australia Partners and a Director of RSM Australia Pty Ltd.

Solutions Cole provides

Cole has a broad range of accounting and taxation experience in rural and commercial businesses offering a mixture of business services advice including:

  • Cash flow analysis
  • Business planning
  • Business sales and acquisitions
  • Self-managed superannuation
  • Taxation advice
  • Taxation planning
  • Accounting services
  • Salary packaging
  • Finance proposal and evaluation
  • GST advice and assistance
  • Growth strategies
  • SMSF Auditing

Professional associations

  • Member, Chartered Accountants Australia and New Zealand

Qualifications

  • Bachelor of Business (Charles Sturt University)
  • Advanced Superannuation (Australian Securities Institute)
  • Certificate of public practice

Registrations

  • Registered tax agent
  • Justice of the peace - New South Wales
  • ASIC SMSF Auditor
News articles

RSM Wagga Wagga Merges with Local Firm

14 June 2016
It’s a time of growth for the local Wagga Wagga office of RSM Australia, who is merging with JP Pallister & Associates as of 1 July 2016. Jan Pallister, and her team of four other accountants, have built a well-respected firm since its establishment in 2003. Jan and her team share the same community values as RSM Australia in providing exc...
Publications

Case Study: Elliotts Group

6 July 2016
Founded in 1961, Elliott’s Landscape Supplies grew out of the timber industry in Tumut, New South Wales. The company grew strongly and was soon known to provide quality landscape and building supplies throughout Australia. Today, Elliott’s is a diversified business offering transport, landscape retail and wholesale supplies, and manufacturin...
Events

IT Security & Innovation Loans for farmers - Wagga Wagga

Wednesday, 26 October 2016 I 4:00pm - 6:00pm
With the rise of cyber attacks in the Wagga Wagga area, experts from Veritech will share insights on how you can use technology to protect and improve your farming business. Over beer and pizza, our local RSM agribusiness specialists will also share opportunities arising from the Rural Assistance Authority Innovation Loans, followed by a questio...