Cole is a Director of Business Advisory in Wagga Wagga and an experienced business adviser whose eager and committed style helps his clients grow their wealth through 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.
"I think what motivates me the most is seeing my clients succeed. It's so much more than just ticking boxes, it's about their wealth and happiness."
As a passionate partner of RSM Australia 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 partners, Stuart Heine and Jade Wade.
Cole has clients across a broad range of industries including family office, transport, construction, medical, finance, agribusiness, retail and manufacturing.
On the weekends, you can usually find Cole trying his hand in golf or spending time with his family. He believes his superpower is his ability to tune out his wife and three daughters when they all talk at once!
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
- Assisted a building client to acquire a significant portion of land for rezoning and development into a residential subdivision.
- Working with a broad range of clients and industries to get result-based outcomes in line with their objectives.
- Member, Chartered Accountants Australia and New Zealand
- Bachelor of Business (Charles Sturt University)
- Advanced Superannuation (Australian Securities Institute)
- Certificate of Public Practice
- Registered Tax Agent
- Justice of the Peace - New South Wales
- ASIC SMSF Auditor