Geoff Rooney

Executive summary

Geoff is a Partner in BDO’s Financial Services Audit & Assurance team in Sydney. He mainly provides audit and assurance services to financial services and real estate sector clients, including wealth management; funds management; superannuation; retail and commercial banking; leasing and non-bank lenders; fintechs; digital asset industry participants; and insurance organisations.

Geoff is an experienced risk and assurance professional, as well as an operational risk and compliance expert, with a career spanning multiple financial services sector disciplines, as well as treasury risk management for corporate treasuries in a variety of industries.

His working style is professional and disciplined, with an excellent client service ethic and attention to detail.

Prior to joining BDO in 2018, Geoff was part of a global accounting firm’s financial services risk advisory and audit practices.

Expertise

• Regulatory enforceable undertaking independent expert (audit) engagements
• Remediation program support
• AFSL compliance support
• External audit
• Internal audit
• Enterprise risk assessment/internal controls and operational risk
• Process, incident, and issue investigation and remediation
• Financial reporting and accounting
• Financial risk management and corporate treasury services
• Regulatory risk and compliance/risk and compliance assurance
• Corporate governance
• Investment operational due diligence
• Self-managed superannuation fund (SMSF) audit and assurance
• Multi-location team development and leadership

Experience

• Independent expert assurance and remediation support - Supported clients with various APRA and ASIC enforceable undertakings, licence conditions, and notices across a range of customer and non-customer relations matters
• External audit - Managing multiple large and small external audits across various sectors
• Internal audit - Managing multiple internal audit reviews, including benchmarking risk policies against best practice
• Risk assurance - Undertaking pre- and post-implementation reviews for new systems with a progress and control validation focus for a number of large Australian clients
• Risk advisory - Providing commercial and technical advice to clients and leading complex control, risk assessment, and remediation programs.

Qualifications and affiliations

• Bachelor of Commerce (Accounting and Finance) (Dean’s Scholar, with Distinction)
• Degree qualified RG146-compliant Financial Planner
• Chartered Accountant and Member, CA ANZ
• Fellow, Association of Corporate Treasurers
• ASIC-approved SMSF Auditor
• Registered Company Auditor
• Chartered Treasury Risk Management Professional and Member, UK Association of Corporate Treasurers
• Certified Finance & Treasury Professional and Member, The Finance and Treasury Association

Professional engagements and activities

• Member, Property Council of Australia Capital Markets: Treasurers’ Roundtable, 2025/26
• Non-Executive Board Member, SMSF Association, January 2022 to current