Our People

Biography

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 planningCole is a Director of Business Advisory in 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.
  • 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

SIGNIFICANT PROJECTS

  • 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.

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
Publications

Changes to Compulsory Super Guarantee Payments

10 June 2021
As part of Australia’s superannuation system, employers are currently providing superannuation guarantee of 9.5% under Superannuation Guarantee (Administration) Act 1992 (Cth). This is scheduled to increase to 10% from 1 July 2021. The change is a part of the long-term plan to increase the requirement of superannuation guarantee to...
Events

RSM Wagga Wagga Merges with Local Firm

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...