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

Kathryn McDonald (Katie)

Perth, WA

Evan Loftus

Associate Director, Managed Services

Perth, WA

Jannine Simon

Associate Director, Managed Services

Perth, WA

Mal Di Giulio

Managing Director, Business Advisory

Perth, WA

Robert Luo

Associate Director, Superannuation

Perth, WA

Melissa Wickham

Manager, Business Advisory

Perth, WA

Joe Sweet

Manager, Business Advisory

Perth, WA

Nunzio Di Iorio

Director, Business Advisory

Perth, WA

Melanie McRoberts

Director, Business Advisory

Perth, WA

Dean Birch

Director, Tax Consulting

Perth, WA

Sean Urquhart

Partner, Tax Consulting

Sydney, NSW

Ian Stone

Partner, Business Advisory

Sydney, NSW

Sonu Cheema

Director, Managed Services

Perth, WA

Russell Reid

Partner, Business Advisory

Sydney, NSW

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