Meet the Team

Meet the Team

Andrew Perkins – Director

Andrew is responsible for strategy and operations for Agri-Analytics and is a Director of Hall Chadwick Queensland.  He is an Economist with 25 years experience of consulting to public and private companies, individuals, government and community organisations.

Having grown up on the family farm in South West Queensland Andrew has hands on farming experience as well as tertiary qualifications in Farm Management and Economics.

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Richard Bardsley – Analyst

Richard provides financial consultant services to Agri-Analytics.  Having grown up on the family farm in North West NSW his hands on farming experience provides an invaluable knowledge base.  Educated in Brisbane, he has a Bachelors degree in Commerce and is currently studying for his Chartered Accountancy.

He joined the Corporate Services division of Hall Chadwick Queensland in May 2018.

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Lizzy Squire – Customer Service Manager

Lizzy joined Agri-Analytics in March 2017.  She is responsible for the smooth flow of information from farmers and their accountants or advisers to the Agri-Analytics analysts.  Lizzy has 20 years customer service and communications experience and manages the different IT systems that enable efficient collection of data and accurate analysis.

Originally from Sydney, Lizzy relocated to Brisbane in 1999 to complete her Bachelor of Communications degree.

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Brook Vesic – Customer Service Officer

Brook is a South East Queensland original.  Her role is to support farmers and their accountants through the data collection process and collate the data collection for our analysts.  Brook has over 15 years experience in providing excellent customer service in the insurance and finance industries.

Brook joined the Agri-Analytics team in May 2018.  She is currently studying for her Certificate IV in Training and Assessment.

Supporting Documentation for Partnerships & Trusts

If the farm business applying for a RIC loan is a Partnership or Trust you will need to provide originals or certified copies of supporting documentation as listed below.

What type of documents?

For Partnerships (one of the following):
a partnership agreement; or
the partnership tax return; or
the minutes of a meeting of the partnership
For Trusts:
a full trust deed and any amending supplementary deed (executed and dated); and
the full name of the settlor of the trust (only if the asset contribution at establishment is $10,000 or more)

Certified Copy

Evidence of Australian citizenship or permanent residency needs to be a copy of the relevant documentation that has been certified as true and correct by an Acceptable Referee:

Cash Flow Budget

As part of your RIC loan application you will need to provide copies of your actual and projected budget cash flows.  To guide you as to what information RIC will need they have provide a downloadable template on their webiste.  Click here to download the template.

Actual Cash Flows – Current Financial Year

Your financial year-to-date actual results and a cash flow budget projection for the remainder of the current financial year.

Projected Cash Flows – Next Financial Year

Your cash flow budget projection for the next financial year.  If, as part of your application, you are forecasting a ‘significant financial impact’ over a 2 year period, you will need to include a budget for the applicable period.

Identification Requirements

As part of your RIC loan application you will need to be able to provide documentary evidence (proof) of the identity of all the individuals associated with your farm business. This includes:

Verifying your identity

The acceptable identification must contain the individuals full name and either residential address or date of birth.  The acceptable identification documents comprise:

Certified Copy

A certified copy of identification is one that has been certified as true and correct by an Acceptable Referee:

Citizenship / Permanent Residency Requirement

At least one member of the farm business applying for a RIC loan must be an Australian citizen or have Australian Permanent Residency.

As part of your RIC loan application, you will need to provide evidence (proof) of Australian citizenship or permanent residency for that member of your farm business. We will ask you to upload copies of the certified documents to our secure form.

What type of documents?

Certified Copy

Evidence of Australian citizenship or permanent residency needs to be a copy of the relevant documentation that has been certified as true and correct by an Acceptable Referee:

A Season Update client is a farming entity that has previously had Latevo Farm Income Protection and has completed a Latevo Income Assessment.

If you are unsure if you are a Season Update client please contact Latevo or your broker for assistance.

A New Client is a farming entity that has not previously taken out Latevo Farm Income Protection or has never had a Latevo Income Assessement.

If you are unsure if you are have ever had a Latevo Income Assessment please contact Latevo or your broker for assistance.

Please ensure the cashbooks files are a detailed general ledger (transaction) by category report preferably in pdf format from your accounting software.  There should be an individual file for each financial year.

Do not provide summary files, we are specifically looking at your grain sales transactions and a summary file will not provide this detail.

If you would prefer not to provide your full cashbooks please ensure you provide your detailed grain transactions and any associated transactions such as share farming.