Roger Wilson Email and Phone Number

Senior Partner in the Wealth Management Team

Peloton Private Clients (formerly SAIPrivate) was an independently owned financial advisory firm providing private wealth management services, SMSF compliance and tax/accounting advice to individuals, professional practitioners, executives and private family groups. This company has since merged with Lachlan Partners and become part of the Shadforth Financial Group.

• Reporting directly to the CEO held the position of Victorian State Manager • General Management of operating performance of Victorian Business (previously United Healthcare Australia P/L) including; o 2 Private Hospitals o A chain of multi-disciplinary medical centres • Key role was to see through the successful integration of the United Healthcare Australia P/L business into Foundation Healthcare

United Healthcare Australia P/L was a leader in the development and management of multi-disciplinary healthcare centres. With a total staff of 500 The company developed and operated healthcare facilities across 12 locations providing healthcare services including:• Private Hospital & Day Surgery Services • Multi-disciplinary General Practice Medical Centres• Pathology Laboratory Services• Radiology & Medical Imaging Services• Physiotherapy & Sports Medicine ServicesAs CFO held primary day-to-day responsibility for planning, implementing, managing and controlling all financial-related activities of the company. Direct responsibility for accounting, finance, forecasting, strategic planning, property management, deal analysis, and investor relationships.• Leadership, oversight and management of the Finance Team with headcount of 6• Ongoing design, implementation and continuous improvement of all accounting systems & processes • Analysis and reporting on monthly management reports to the Board, Executives & Shareholders• Oversight and responsibility for annual Company audited statutory accounts and tax returns• Lead the company finance function through the development and start-up of the LaTrobe University Medical Centre• Lead role in key corporate transactions and ultimate sale of the business to Foundation Healthcare Limited in 2001

Financial Accounting : Responsible for producing and analysing monthly and year end financial accounts; liaising with the company's auditors, production of statutory accounts and lodgement of the company's taxation return.Management Accounting : Responsible for producing annual budgets and five year rolling estimates, quarterly management accounts and ad-hoc reports as required.Accounting Systems : Responsible for reviewing, updating and implementing existing internal accounting systems and introducing new systems and controls where appropriate.Accounting Software : Responsible for maintaining computerised accounting software, ensuring the provision of adequate third party support for the software and upgrading the software where appropriate.Expenditure Control : Responsible for monitoring all company expenditure and where appropriate making recommendations to individuals and teams responsible for budgets.General Ledger : Responsible for maintaining the General Ledger; setting up new accounts and cost centres when required; ensuring reconciliation of control accounts; ensuring correct allocation of expenditure to cost centres.Payroll: Responsible for implementation and ongoing management of company payroll systems, software, staff entitlements and production of monthly payroll and annual group certificates and tax statements.