Content tagged Directors

Our Team

Ian Stone

Ian Stone

Ian has been with Nexia for over 40 years and is both a Partner in the Sydney Office and also Chairman of Nexia International.
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Professional experience

Ian's management style is the hallmark of the firm’s success with his ability to establish long-standing professional and friendly working relationships with his clients.

His advice on managing family businesses, succession planning, taxation and strategies for driving future growth has been highly regarded by all clients who work with him in this capacity. 

Ian’s team are long-serving staff of the firm, highly qualified and share the same personal client service focus as their partner. Clients have the pleasure of having the same people doing their work from one year to the next. 

Clients find Ian’s breadth of experience allows him to add value to their business and offer opportunities to expand. Many of Ian’s clients have been retained over his working career with Nexia Sydney and he now works with the second and third generation family members of some of the Nexia’s family-based businesses. 

Ian’s International client base is also growing through referrals from the Nexia network. International clients looking to open offices in Australia are choosing Nexia Sydney for their ability to deliver efficient accounting and taxation services for a competitive fee and Ian’s experience ensures a smooth transition.

Qualifications

Fellow of Chartered Accountants Australia & New Zealand

Registered Tax Agent 

Registered Auditor

Bachelor of Business Studies (Accounting)

 

News by Ian Stone

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Sydney Staff

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Our Team

Richard Cen

Richard Cen

Richard is a Partner of Audit & Assurance and Corporate Advisory (Asia) at Nexia Melbourne. Richard has over 15 years of experience in auditing, financial reporting, risk assessment, and the review and design of internal controls.
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Professional experience

Richard has over 15 years of experience in both “Big 4” and second tier firms where he has gained specialised knowledge in auditing, financial reporting, risk assessment, and the review and design of internal controls.

Richard has been able to use his experience in professional services in China and Australia to provide specialised advice to international and local clients. As the leader of the Asian Advisory Service, Richard liaises with other Nexia offices in Australia and New Zealand, as well as Nexia International firms in China and the Asian region.

These combined resources are able to provide high quality assurance and advisory services to Chinese and other Asian companies with operations in Australia, as well as to Australian companies with operations in the region.

Richard leads a team of dedicated professionals, providing audit and assurance services to listed companies, large private companies, and emerging businesses across a wide range of industries, with a focus on providing efficiency and cost effective audit services.

In addition, Richard is able to communicate technical advice in both English and Chinese. This ensures that it is understood by all stakeholders and assists clients with developing networks for conducting business in the region.
 

Qualifications

Bachelor of Business (Accounting)

Master of Commerce (Accounting and Finance)

Registered Company Auditor

Registered Self-Managed Superannuation Fund Auditor

Member of Chartered Accountants Australia + New Zealand

Member of CPA Australia

Fellow of Institute of Public Accountants Australia

Melbourne Staff

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Our Team

Eva Bonner

Eva Bonner

Eva has worked in public practice since 1993. Amongst her broad range of accounting knowledge, her skills include tax planning, tax compliance, and financial reporting.
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Professional experience

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.

Qualifications

Graduate Diploma of Business (Accounting)

Affiliate of Chartered Accountants Australia + New Zealand

Member of the Australian Society of CPAs

Registered Tax Agent

Authorised Representative

BA (Psychology)

Skills

Tax planning

Tax compliance

GST

Cash flow and budgets

Business structures and corporate advisory services

Financial reporting

News by Eva Bonner

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Melbourne Staff

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Our Team

Michael Fay

Michael Fay

Michael is a Director of Audit & Assurance at Nexia Perth.
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Professional experience

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.

Qualifications

Bachelor of Arts

Fellow Chartered Accountant (ICAEW)

Chartered Accountant (CAANZ)

Registered Company Auditor (ASIC)

Certificate of Public Practice (CAANZ)

Business Finance Professional (ICAEW)

Skills

  • External audit engagements
  • Review engagements
  • Risk assessment audits
  • Statutory audits
  • Statutory financial statements
  • Special purpose audits
  • Compliance audits
  • Internal audits
  • Governance and risk assessments
  • Review and assessment of complex control environments
  • Business performance improvement – reviews, internal controls, financial report disclosure reviews, business strategy and performance, restructuring.

Perth Staff

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Our Team

Mario Giramondo

Mario Giramondo

The epitome of a contemporary accountant, Mario is professional, personable and passionate about making advisory services accessible and understandable for Small and Medium-sized enterprises (otherwise known as SME’s). 


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Professional experience

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. 

Qualifications

Bachelor of Commerce (Accounting) 

Member of Chartered Accountants Australia + New Zealand

Skills

Business analysis and Management reporting

KPI and Financial analysis

Forecasting and budgeting

Business improvement strategies

Strategic planning

Tax planning and consulting

Melbourne Staff

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Our Team

Jess Lyons

Jessamyn Lyons

Jess is a Director of Corporate Services at Nexia Perth.
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Professional experience

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.

Qualifications

  • Bachelor of Commerce - Investment Finance, Corporate Finance, & Marketing
  • Graduate Diploma of Corporate Governance
  • Diploma of Financial Planning

Skills

  • Business Administration
  • Cloud Technology
  • Corporate Governance
  • Corporate Services
  • Financial Management
  • Financial Reporting
  • Financial Services
  • Local Agent Representation
  • Management Reporting
  • Marketing & Public Relations
  • Non-Executive Director Services
  • Project Management
  • Software as a Service
  • Training & Development

 

Perth Staff

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Our Team

Margaret Munetsi

Margaret Munetsi

Margaret is an Associate Director within our Business Advisory division at Nexia Australia – Sydney Office and has over 25 years of experience.
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Professional experience

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.

Qualifications

Chartered Accountant Australia and New Zealand 
Public Practice Certificate – CA ANZ
Tax Practitioners Board Tax registration 
Bachelor of Accounting Science 
Bachelor of Business Administration 

Skills

  • Accounting Compliance
  • ATO dealings and audits
  • Business Advisory 
  • High Net Worth Individuals
  • Family Office
  • Professional Partner Services
  • Taxation Planning
  • Taxation Structuring
  • Virtual CFO services 

Sydney Staff

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Our Team

Stephen Ferris

Stephen Ferris

Stephen is a Corporate Advisory Partner in Nexia Australia’s Sydney Office.
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Professional experience

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.

Qualifications

Graduate of the Australian Institute of Company Directors 

Chartered Accountant (CAANZ)

Fellow of FINSIA (F Fin)

Graduate Diploma of Applied Finance (Grad. Dip. App. Fin.) – FINSIA

Diploma of Financial Planning (DFP) – Kaplan

Bachelor of Economics 

 

Skills

  • Valuations for M&A transactions, taxation & financial reporting purposes
  • Due diligence (buy side & vendor)
  • Advisory & modelling
  • Former committee member for the Business Valuation

Sydney Staff

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Our Team

Amy Yan

Amy Yan

Amy is an Associate Director of the Business Advisory division at Nexia Australia – Sydney Office and has over 15 years’ experience.
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Professional experience

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.

 

Qualifications

Bachelor of Commerce (Accounting & Finance)
Bachelor of Law
Masters of Law (majoring in Tax)
Solicitor of the Supreme Court of NSW

 

Skills

  • Business Advisory
  • Business Restructuring
  • Buying and selling a business
  • Due Diligence
  • ATO dealings and audits
  • International Taxation
  • International Subsidiaries
  • CFO & Management Services

News by Amy Yan

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Sydney Staff

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Our Team

Terence Brueton

Terence Brueton

Terence is a Director of Audit & Assurance at Nexia Brisbane.
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Professional experience

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.

Qualifications

Bachelor of Commerce

Member of the South African Institute of Chartered Accountants

Skills

  • Statutory financial audits
     
  • Assurance engagements and compliance reviews
     
  • Accounting standards and corporate governance

Brisbane Staff

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