Posted on 8/7/2021
In the 40th year of its founding, Perks continues to build out its multidisciplinary capabilities with the appointment of two new Directors and a new Associate Director to the firm’s leadership team.
The new Directors, Kerry Bosnich and Fiona Gordon, are both elevated from Associate Director roles, while the firm’s newest Associate Director, Sam Hicks, is promoted from his Senior Manager position in the Perks Chartered Accounting Team.
Perks Managing Director Mark Roderick said the trio’s promotions recognise their significant expertise, leadership skills and the contributions each have made to the firm.
“Fiona and Kerry have been key members of the firm for a number of years. Their strong leadership and work ethic have been integral in taking the firm to where we are today,” Mark said.
“Fiona has played an important role in building our auditing expertise and recently became a Registered Company Auditor, which is an incredibly difficult qualification to achieve and is appropriate recognition of her outstanding professionalism and expertise.”
“As the leader of our team of self-managed super specialists, Kerry’s efforts have been integral to the growth of our expertise in this complex area and her elevation to Director reflects her skills and leadership qualities.”
“We’re also pleased to recognise and reward Sam’s leadership capabilities as a key member of our Chartered Accounting team and know that he will continue to bring great value to the firm, and our clients, in his new Associate Director role.”
While current COVID-19 restrictions have meant the firm was not able to welcome the new leaders at its traditional end of financial year event, the trio will be formally recognised in the coming weeks.
Kerry Bosnich is one of the Perks’ dedicated Self-Managed Superannuation Fund (SMSF) specialists. She plays a key role in leading the firm’s team of 11 SMSF specialist accountants to provide strategic superannuation advice and portfolio management services to a wide range of clients.
Prior to joining Perks in 2015, Kerry has had extensive experience as an SMSF specialist at ASX listed financial services companies. She holds a Bachelor of Commerce (Flinders University), and Advanced Diploma of Accounting, a Diploma of Financial Planning and is a registered SMSF Specialist Adviser.
Fiona has 20 years of Public Practice audit experience including two years based in London with firms including PKF.
A member of the Institute of Chartered Accountants for nearly two decades, Fiona has gained the solid foundations required to conduct audits of organisations with turnovers of up to $200m. She has significant experience across a variety of industries, including large proprietary companies, not-for-profits, local councils, co-operatives, irrigations trusts and financial service licensees.
Fiona is a Registered Company Auditor and also possesses a Bachelor of Arts (Accounting).
With more 20 years’ experience in professional accounting practice, Sam is highly adept at delivering client-first accounting, tax and business services to a wide range of clients. Sam has specific expertise in servicing the medical and agricultural sectors, though his client base extends across a breadth of industries and business structures.
Prior to joining Perks in 2015, he worked as a Financial Controller at established Adelaide engineering firms Sage Automation and Ottoway Engineering. Sam holds a Bachelor of Commerce (UniSA) and Bachelor of Economics (University of Adelaide), a Graduate Diploma of Chartered Accounting, a Diploma of Applied Finance and Investment and is a member of the Australian Institute of Chartered Accountants.