What Makes

Us Special

RGM is a financial services firm providing exceptional advisory services throughout Victoria, including Gippsland and Melbourne. We have a proud history of building wealth and security for over 65 years. We are a team with a difference. We’ve recruited only the best and brightest minds in the business.

Many within our team have additional qualifications for specialist advice because we’re a team of experts, you can be sure that we share knowledge to get the very best results for our clients.

It’s about holistic advice from highly qualified people who know. And with the right advice, there’s no goal you can’t achieve. It’s as simple as that.

Meet the Minds Driving Your Success

Pearse Morgan
Pearse Morgan - Partner
Accounting & Business Services

Pearse is an original partner of RGM since 1979, resident partner at the Moe office and has been a lifetime resident of Gippsland. Pearse is an experienced and highly regarded Fellow Chartered Accountant with over 38 year’s experience, and has a broad knowledge in business advisory specialising in residential land development projects, taxation and financial planning.

Pearse is a member of Chartered Accountants Australia and New Zealand. Pearse prides himself on developing strong and lasting relationships with his clients, which has provided them with the tools they need to enhance their confidence in managing a successful business.

Outside of work, Pearse has a very keen interest in horse racing and is a supporter of the St Kilda Football Club.

Mark Reidy
Mark Reidy - Partner
Accounting & Business Services, Financial Planner

Mark has been with RGM since 1994 and is the resident partner at the Traralgon office. Mark is a CPA, a Certified Financial Planner and an accredited Self-Managed Superannuation Fund Specialist Adviser.

Mark provides Taxation and Business Planning advice, is authorised to provide advice on a broad range of managed investments, shares, life insurance, superannuation, and retirement planning and specialises in administering and advising Self-Managed Superannuation Funds.

Mark has a keen interest in sport particularly golf, football and running marathons. He is also involved with many community service projects through Rotary.

Joe Auciello
Joe Auciello - Partner
Accounting & Business Services

Joe has worked at RGM since 2007 and prior to this time was heavily involved in the day-to-day management of family business interests. He is one of the resident partners at our Moe office and is CPA qualified along with a Bachelor of Business majoring in Accounting and an Associate Degree in Law and Economics, both from Monash University as well as a Diploma of Financial Planning.

Joe works closely with businesses in many different industries, ranging from small to large enterprises, and enjoys seeing his clients prosper to achieving their desired outcomes. He particularly specialises in complex forecasting, acquisition and sale of business transactions, restructuring and general business advisory services. In addition to his accounting skills, Joe is a qualified financial planner and is able to look after his client’s retirement, superannuation, investment and personal insurance requirements where required.

Joe enjoys all forms of sport but takes a keen interest in AFL and soccer and is the treasurer of the Falcons 2000 Soccer Club.

Daniel Bremner
Daniel Bremner - Partner
Financial Planner

Daniel has worked in financial services since 2004 and joined RGM in 2009. Daniel has a Bachelor of Business & Commerce from Monash University specialising in Accounting and Economics, and Advanced Diploma of Financial Services in Financial planning, a Diploma of Finance and Mortgage Broking and he is a SMSF Specialist adviser.

Daniel offers a comprehensive financial service to assist clients on how to enhance their lifestyle and financial goals; achieving things that are important to them.

Daniel has a young family and in his spare time enjoys being a part of the local Falcons 2000 soccer club, as a player and a junior coach.

Prue Cox
Prue Cox - Partner
Accounting & Business Services, Financial Planner

Prue has been with RGM since 2009 and is a resident partner at the Drouin office. Prue is a Chartered Accountant and Financial Planner and is a member of the Chartered Accountants Australia and New Zealand and holds a Diploma in Financial Planning.

Prue has significant experience in taxation and business advisory services and is passionate about ensuring RGM clients are not only compliant with legislation but also fully understand their financial situations so they are better equipped to plan for their futures.

Prue provides the total package in professional services. The combination of an adviser being able to talk to clients about both tax matters and financial planning matters, ensures that Prue can provide holistic advice by working in partnership with the clients to set clear goals and map out the most effective pathways to achieve the best outcomes.

Prue enjoys networking with different organisations and is often called upon to speak at functions and events due to her vast experience and knowledge in professional services.

Prue enjoys marathon running, crossfit, yoga and spending time with her family.

John Saxton
John Saxton - Partner
Accounting & Business Services

John started with RGM in 2010 after returning from Melbourne to his hometown of Yarragon with his now wife. John is a qualified Chartered Accountant and SMSF Specialist Advisor with a Bachelor of Commerce and a Bachelor of Agriculture.

John prides himself on building trusting, friendly relationships with his clients and on providing expertise to Small to Medium Enterprises (SMEs) in the areas of Business Advisory Services, Taxation Services, Audit and Self-Managed Superannuation Funds. He enjoys working with clients to help them achieve both their individual and business goals. In addition to this, John likes to give back to our community by offering his expertise to voluntary community groups, such as the Latrobe Valley Prostate Cancer Foundations Big Blokes BBQ.

John has a young family who he loves spending lots of his time with outside of work. He owns and runs a small property which keeps his childhood passion for farming alive, and has a range of very different hobbies from fishing to football.

Luke Gervasi
Luke Gervasi - Partner
Accounting & Business Services

Luke Gervasi commenced with RGM in 2015 and has been collaborating with clients across a range of taxation, accounting, and business advisory services. Luke has completed a Bachelor of Commerce and is a Chartered Accountant.  

Luke’s experience extends across industry groups including construction, transport, hospitality, retail, agriculture and property development. Luke understands the pains and concerns of small to medium enterprises, particularly family businesses and advises in areas including, strategic tax and business planning, budgeting and cash flow forecasts, deceased estates, capital gains tax, compliance requirements for financial statements and income tax returns. 

Luke and his family enjoy engaging in the community, while reaping the benefits of living in a regional area. Luke is highly active outside of work and enjoys playing football and lawn bowls for Mirboo North. 

Brad Tomholt
Brad Tomholt - Partner
Accounting & Business Services

Brad joined RGM in October 2020 with almost 10 years experience in public practice after returning home to Gippsland following a career in corporate accounting roles in Melbourne. Brad completed a Bachelor of Business (Accounting) at Victoria University and is a Chartered Accountant, having become a member of the Chartered Accountants Australia & New Zealand in 2013.

Brad enjoys working with clients to help improve their financial and lifestyle outcomes. He specialises in strategic tax and business planning advice, structuring, and general tax and accounting advice across a broad range of industries and has a passion for utilising technology to improve business processes and performance. Brad’s experience also includes having provided advisory services to government entities, start-ups and various non-profits and charities.

Outside of work, Brad and his family enjoy exploring all that our local area has to offer, is a passionate sports fan and loves following the exploits of his kids on the football field, soccer pitch and basketball court.

Brad is thrilled to have the opportunity to become a partner of such a well-respected and long-standing organisation such as RGM, and being able to contribute to the next phase of the evolution and continued growth of the business.

Tom Williamson
Tom Williamson - Partner
Financial Planner

Tom commenced with RGM in February 2022 with over 11 years experience in financial planning across a variety of private practice and industry fund roles. Tom started his career in financial services as an accountant in 2008, having completed a Bachelor of Commerce at Deakin University with majors in Accounting, Economics, Finance and Financial Planning and obtained his CPA qualification in 2014. Since transitioning to financial planning, Tom completed his CFP qualification in 2016.

Tom specialises in providing comprehensive advice on retirement planning, superannuation, personal insurances, shares and managed investments and enjoys helping clients achieve their financial and lifestyle goals.

Tom enjoys anything outdoors, with a keen interest in fishing. He follows most sports and is an avid Bombers supporter. Tom played local football in his younger years but says those days are well and truly behind him. Tom has two young children Mia and Jake and supporting wife Jessica.

Tom is most excited about offering his input in directing the firm and providing more support to his peers.

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