As a trained psychologist prior to joining the accounting profession, Eva enjoys providing a holistic approach to addressing clients’ requirements. She believes in maintaining open channels of communication with clients.

Eva has experience and expertise in business and tax advice, compliance matters, tax planning and tax structures. Eva has a large portfolio of long term clients which include high net worth individuals and small to large sized businesses.

Eva works hard to ensure that Nexia Caulfield’s team members work in a supportive and nurturing environment to achieve optimal outcomes for all clients.

Michael is a qualified Chartered Accountant and Registered Company Auditor with over 15 years of experience in the Australian financial regulatory environment. 

Michael’s expertise lies in implementing a risk-based audit approach and developing and executing an efficient audit process while ensuring compliance with Australian statutory reporting requirements. He proactively addresses a wide range of technical accounting matters and demonstrates a deep understanding of accounting best practices and policies.

Operating in a fast paced continually changing environment, Michael focusses on developing and leading diverse teams, consistently achieving desired outcomes both for his client base as well as his teams.

Michael utilises his extensive knowledge and experience to guide and influence those he interacts with, fostering a culture of excellence and building lasting relationships.

Mario brings over a decade of experience, which he gained during his time at William Buck (we don’t hold that against him) and is well known for his enthusiastic and approachable nature in an industry that can sometimes feel a tad…stuffy. He’s incredibly passionate about helping clients achieve the best results, ensuring you understand the how and why of all things technical and not-so technical.  

You’ll often hear us say that some of the best advisors didn’t set out to be advisors. Coming from a competitive cycling background Mario channels his learnt knowledge of mentoring, hard-work and focus into achieving great outcomes for his clients and the next-gen of advisors. 

To put it succinctly, Mario has the technical knowledge of an accountant, the approachability of a friend and the dedication of an athlete. 

Jess is a proactive, determined and engaged professional who is committed to delivering the best possible outcome for her clients. With a keen eye for detail and a strong work ethic, she specialises in business administration, project management, company secretarial, financial services, corporate governance and marketing.

Jess is known for her ability to deliver results and works closely with clients to list junior entities on the ASX, manage compliance requirements, install and maintain governance programs, liaise with regulators, and train and develop staff. Her industrious nature allows her to work on multiple projects simultaneously, making quick decisions and developing effective action plans.

In addition to her professional skills, Jess is highly personable and is invested in building lasting relationships with her clients. She is driven by the desire to see her clients succeed and approaches her work with a down-to-earth and informed perspective. If you're looking for a multi-skilled operator who will strive to achieve the best possible outcome for your business, Jess is the perfect adviser for you.

Margaret brings to Nexia extensive experience in accounting and taxation, having worked in several countries including Australia and New Zealand. Throughout her career, Margaret has worked with high-net-worth families and individuals as well as expert executives across various industries including law, banking, IT, and engineering. 

Margaret is technically sound, client focused, and delivers peace of mind to all those she works with. Being strategic-minded, Margaret excels in problem solving and thinking outside the box when dealing with trust structures, tax planning, employee share schemes rewards and more. 

Margaret prides herself on the genuine relationships and understanding she builds with her clients and broader network as they navigate to success. As a leader, Margaret invests time into mentoring and connecting with her staff, as well as building team rapport and enthusiasm for working towards a common goal. 

Margaret’s values are strongly aligned with Nexia, where people are at the heart of what we do. Not only is she passionate about positively impacting her community through philanthropic work, but Margaret also strives to empower women with the confidence and knowledge to be as involved as they desire in managing their financial affairs.

Stephen is a highly experienced Corporate Advisory specialist with more than 30 years of M&A and commercial expertise developed in both professional and financial services. This has provided Stephen with insights as to the importance of both organic and inorganic growth options and how these can be combined to fulfil the growth agenda of the organisation whilst appropriately managing all significant risk aspects.

Stephen has developed a keen insight into the importance of both organic and inorganic growth options and how these can be combined to fulfil the growth agenda of the organisation whilst appropriately managing all significant risk aspects.

Stephen spent more than 25 years with one of the largest professional services firms in the world focusing on strategy & business plan assessment, understanding the competitive landscape, target identification, due diligence, negotiation, valuation, assessment of synergies and risks, project management and execution and is an acknowledged expert in the fields of corporate valuation & IERs, due diligence, IPOs and financial modelling.

In the 5 years prior to joining Nexia, Stephen utilised these skills and expanded them in the financial services space as a senior executive in 2 organisations, namely as CEO of a multi-family office working with families, foundations and other UHNW investors and then as COO of a global asset management firm. As a result, Stephen views problems and challenges as the client sees them and brings to the table commercial as well as technical solutions.

Amy has over 15 years’ experience in providing Business Advisory and Taxation consulting services to a range of entities including High Net Worth Individuals, Small and Medium Enterprises and multinational corporations.

Amy’s specialist experience includes business structuring, family office, international subsidiaries and virtual CFO services etc. She has advised clients in a wide range of industries with a particular focus on technology, construction, professional services, as well as the fashion and beauty sector.

Passionate about workplace diversity and inclusion, Amy builds relationships at all stakeholder levels to provide sound advice to clients based on overall strategic and commercial objectives. This includes working collaboratively across all parts of their business to identify opportunities and effectively deliver bespoke advice to ensure their commercial and tax outcomes are optimised.

Fluent in both English and Chinese Mandarin, Amy enhances client relationships with open and honest communication in order to gain a deep understanding of their needs so she can support them to achieve their goals.

Terence has almost twenty years audit experience, sixteen of which has been with a major international firm in their Audit and Advisory division in London, Johannesburg and Brisbane. He has gained significant local and multinational client experience that includes both public and private companies across a wide range of industries, the most prominent of which includes mining, manufacturing, automotive, consumer and industrial products, real estate and not-for-profit.

Terence’s expertise is grounded in audit and assurance, financial reporting and understanding the audit and assurance needs of clients. He enjoys working with his clients to gain a deeper understanding of their businesses, focussed predominantly on business risks, financial reporting, business processes and controls, and strategic initiatives. This not only allows him to ensure that the audits meet statutory and reporting compliance requirements, but it also allows for the provision of valuable advice and insights.

Terence is committed to providing quality and timely service with a view to building and maintaining long-term business relationships and to be seen as a trusted business advisor.