Financial and insurance services

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Financial and insurance services

Our financial and insurance specialists at Nexia Australia have provided businesses with high-quality accounting and advisory services for decades.

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More than just advice

The financial and insurance sector helps individuals protect themselves and their property against risks and allows individuals to grow their wealth.

Like many sectors, financial and insurance service businesses can face challenges, including building trust with clients, adapting to regulatory changes, safeguarding data, predicting market developments, and maintaining compliance frameworks.

Our experienced team is dedicated to developing tailored strategies, processes, and advice. We help you overcome these challenges and provide the best service to your clients while optimising financial and insurance operations with executive risk management, financial management, and business processes.

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Cultivating success in a constantly evolving sector

We are aware of the difficulties involved in balancing compliance frameworks, risk management, and process systems with high-quality customer service to establish trust between you and your clients.

Nexia can offer advice on best-practice systems and controls, provide auditing services to ensure your compliance, and develop comprehensive cash flow and expense controls, as well as other financial management and business support.

Our team stays up to date with key regulatory issues, regularly communicating with important regulators and licensing bodies such as ASIC, ATO, and APRA.

How we can help

We offer advice across sector regulations, treasury advice, business and management strategy, business modelling, process improvement, performance management, risk management and fund accounting.

Our team of specialists can assist with compliance requirements, tax planning and tax compliance.

We have decades of experience with financial reporting, financial statement preparation, AFSL annual audits, and financial statement audits.

Our team has sector specific experience with GS 007 compliance, ASAE 3402 compliance and GS 003 compliance.

Do you need other sector-specific advice? As a full-service accounting and advisory firm, we can assist with all financial and insurance service related matters. Connect now, and let us know how we can help.

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Our clients

If you operate in the financial and insurance services sector, we have the capabilities and knowledge to assist your business needs and goals.

Resources

Financial and insurance services

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Connect with our specialised team

Locations

Mal Di Giulio

Managing Director, Business Advisory

Perth, WA

Vito Interlandi

Managing Partner, Corporate Advisory

Melbourne, VIC

Andrew Wehrens

Partner, Audit and Assurance

Melbourne, VIC

Ben Bester

Partner, Audit and Assurance

Melbourne, VIC

Dean Birch

Director, Tax Consulting

Perth, WA

Evelyn Tan

Director, Corporate Advisory

Perth, WA

Ian Stone

Partner, Business Advisory

Sydney, NSW

Melanie McRoberts

Director, Business Advisory

Perth, WA

Nathan Campbell

Partner, Business Advisory

Melbourne, VIC

Nunzio Di Iorio

Director, Business Advisory

Perth, WA

Richard Cen

Partner, Audit and Assurance

Melbourne, VIC

Russell Reid

Partner, Business Advisory

Sydney, NSW

Sean Urquhart

Partner, Tax Consulting

Sydney, NSW

Sonu Cheema

Director, Managed Services

Perth, WA

Evan Loftus

Associate Director, Managed Services

Perth, WA

Jannine Simon

Associate Director, Managed Services

Perth, WA

Kathryn McDonald (Katie)

Head of Financial Planning, Financial Planning

Perth, WA

Robert Luo

Associate Director, Superannuation

Perth, WA

Avril Liljekvist

Financial Planner, Financial Planning

Perth, WA

Duncan Mitchell

Financial Planner, Financial Planning

Perth, WA

Joe Sweet

Manager, Business Advisory

Perth, WA

Melissa Wickham

Manager, Business Advisory

Perth, WA

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