Content tagged Directors

Our Team

Jasmine Strom

Jasmine Strom

Jasmine is a Cloud Specialist at Nexia Perth with over ten years experience.
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Professional expertise

Jasmine has ten years experience in business advisory. Commencing her career here at Nexia as a university intern and progressing through the ranks to her current role as a client manager. 

More recently, Jasmine has moved into specialising in cloud accounting and leads the team in the implementation of cloud based solutions and systems for our clients. 

Qualifications

Member of the Institute of Chartered Accounts 

Bachelor of Commerce Accounting and Entrepreneurship

Member of the Xero Partner Advisory Council 

Xero, Quickbooks, MYOB and Reckon Certifications 

Specialist skills

Systems

  • Talent Management and Development
  • Needs analysis and identification of pain points in business operations and systems
  • Identify the appropriate system to put in place, ensuring the integration between systems
  • Assist with the change management 
  • Training of the systems to end user
  • Implementation of internal accounting practice systems 

Taxation and Business Advisory

  • Business advisory services 
  • Preparation of Financial Reports & Income Tax returns for Family Business structures
  • Bookkeeping and accounting reconciliation management
  • Preparation of monthly management accounts and interpretation of the information for real time feedback to the client
  • Preparation of Budgets and Cash flows
  • Preparation of FBT for Not-For-Profit Organisations

Perth Staff

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Our Team

Paul Mannion

Paul Mannion

In Paul's role as Director at Nexia’s Business Advisory Division in the Sydney office, Paul has over 25 years’ experience in advising clients in taxation structuring and planning, business finance and corporate restructuring.
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Professional expertise

During Paul’s career, he’s had the opportunity to work with a diverse client base of successful family and closely held businesses across a broad range of industry sectors. His skills and knowledge span building and construction, fresh produce, wholesale, manufacturing, agriculture and financial services. 

Paul’s many years of experience in dealing with family-controlled businesses, both large and small, means that he is able to advise on business issues at all stages of the business lifecycle. This encompasses anything from business concept strategies, initial structure establishment, restructure due to growth and acquisition, or preparing a business for sale or intergenerational transmission. He has a reputation for interpreting and applying complex taxation and business law in a practical manner that takes into account the competing commercial imperatives of a variety of stakeholders.

The realisation of a business legacy that has been a lifetime in the making can often require a complex uncoupling of business and non-business elements to produce a self-sustaining, functioning business alongside a suitably structured nest egg, that will allow the business-owner the retirement they deserve. Developing a close working relationship with clients to gain a more thorough understanding of their business and personal goals is critical – and Paul’s deep understanding of this ensures his ability to deliver timely, strategic taxation and business advice.

Qualifications

  • Chartered Tax Advisor
  • Registered Tax Agent 
  • Senior Associate of the Financial Services Institute 
  • of Australia
  • Affiliate of Chartered Accountants Australia and
  • New Zealand
  • Fellow of the Institute of Public Accountants
  • Fellow of the Institute of Financial Accountants

Specialist skills

  • Taxation Planning 
  • Taxation Structuring
  • Business Finance
  • Corporate Restructuring

News by Paul Mannion

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Sydney Staff

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Our Team

Lisa-Jane Smith

Lisa-Jane Smith

Lisa-Jane leads Nexia Canberra’s HR Consulting service.
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Professional expertise

Prior to joining Nexia Canberra in 2013, Lisa-Jane worked for a large multinational electronics manufacturer in the United Kingdom for 15 years. There Lisa-Jane was a team leader within the Human Resources division and led her team with much of the organisations HR policy development and implementation.

Lisa-Jane is a mature experienced and professional HR Generalist. She has an ethical and progressive attitude towards implementation of organisational change.

Qualifications

  • Degree MCIPD (Chartered Member of the Chartered Institute of Personal and Development), Glamorgan University
  • Degree recognised (CAHRI) by the Australian Human Resource Institute
  • AHRI Practicing Certificate - CPHR
  • Counselling Skills Acquisition and Practice, Workplace (AQA)
  • Certificate in Personal Practice, Coleg Glan Hafron
  • GNVQ Level 1 Business and Level 3 Business Administration (Distinction), Coleg Glan Hafron

Specialist skills

  • Human Resource Management
  • Human Resource Policy Development
  • Training and Development
  • Employee and Industrial Relations
  • HR Administration
  • Employment Law
  • Performance and Absence Management
  • Payroll and Pension Administration

Canberra Staff

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Our Team

Simeran Cheema

Simeran Cheema

Simeran is a Taxation Consultant at Nexia Perth with over 11 year's experience in Tax.
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Professional expertise

Simeran has over 11 years’ experience in taxation, beginning her career with 3 years at PricewaterhouseCoopers. Following this, Simeran practised as a Tax Lawyer for the law firm Norton & Smailes. Simeran joined Nexia Perth in June 2009.

Simeran works on all aspects of taxation and business advisory. Her specialty is in taxation consulting and she has advised many clients on a range of taxation matters. Simeran has provided advice in regards to capital gains tax, goods and services tax, tax consolidation and expatriate taxes.

Simeran has recently completed her Master of Taxation through the University of New South Wales.

Qualifications

Bachelor of Commerce, University of Western Australia

Bachelor of Laws, University of Western Australia

Graduate Diploma in Legal Practice, College of Law NSW

Chartered Tax Adviser, Taxation Institute of Australia

Masters of Taxation, University of New South Wales

Specialist skills

  • Business sales

  • CGT, GST and FBT

  • Small business relief concessions

  • Expatriate Tax issues

  • Property transactions

  • Payroll Tax

 

Perth Staff

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Our Team

Onus Maynes

Onus Maynes

Onus is Director of Forensic Accounting at Nexia Brisbane.
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Professional expertise

Onus is Director of Forensic Accounting at Nexia Australia – Brisbane office. He has over 40 years of experience in professional accounting including as an Executive Director of Forensic Services at BDO. Prior to that, he was a Senior Forensic Accountant in the specialist valuation, litigation support and forensic accounting firm MPW Forensic and a Senior Partner at Touche Ross & Co (subsequently part of KPMG) and finance director of a property and real estate company in Brisbane. Onus has considerable experience within professional practice and extensive expertise within the forensics area.

  • Share and business valuations

  • Competition and Consumer Act 2010 – Section 18

  • Loss and Damage Claims – Commercial disputes

  • Personal Injury and Medical Negligence - Economic Loss Assessment

  • Assessment of Net Worth – Family Law

  • Valuation of Superannuation Interests - Family Law Matters

  • Shareholders and Partnership disputes

  • Professional Negligence

  • Dependants’ Claims – Lord Campbell’s Action

  • Fraud Investigations

  • Expert witness in multiple jurisdictions

Key Assignments
  • Major fraud investigations for prosecutions by the Commonwealth Director of Public Prosecutions and Australian Securities and Investment Commission

  • Assessments of economic of loss in large personal injury and medical negligence claims for both Defendant and Plaintiff matters

  • Assessment of value of the matrimonial asset pool in large Family Law disputes including valuations of the parties’ business interests

 

Qualifications

Bachelor of Commerce

Fellow of Chartered Accountants Australia and New Zealand

Associate Accountant of the University of Queensland

Certificate of Public Practice

Specialist skills

  • Forensic Services

  • Business valuations

  • Expert Witness

 

Brisbane Staff

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Our Team

David Williams

David Williams

David is Director of Forensic Accounting at Nexia Brisbane.
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Professional expertise

David started his professional career with a small firm of Chartered Accountants working in business services before leaving the profession to work in various commercial accounting roles in industries including mining, banking and hospitality.

David’s professional and commercial experience as an accountant spans 33 years. For the last 15 years David has specialised exclusively in the areas of Forensic Accounting and Litigation Support Services.

Prior to joining Nexia Australia, David lead the Queensland Forensics practice at SV Partners, prior to that he was lead partner of Forensic Services at BDO in Brisbane, and Director of the specialist valuation, litigation support and forensic accounting firm, MPW Forensic. Prior to that, he worked at both Deloitte and Suncorp in a variety of roles.

David has:

  • Acted as an independent Expert Witness in maters before the District and Supreme Courts of Queensland, the Supreme Court of New South Wales, the Queensland Civil and Administrative Tribunal, as well as the Federal, Family and Federal Circuit Courts of Australia

  • Valued numerous businesses and entities for both commercial and Family Law property settlement purposes

  • Assessed economic losses in both commercial, professional negligence and personal injury jurisdictions

  • Undertaken due diligence investigations for various business acquisitions

  • Undertaken various fraud investigations to gain evidence to support and or defend criminal and civil proceedings

  • Undertaken various fraud risk control reviews

 

Qualifications

Fellow of Chartered Accountants Australia and New Zealand

Bachelor of Commerce

Specialist skills

Brisbane Staff

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Our Team

Christine Atencia

Christine Atencia

Christine is an Authorised Representative of Nexia Sydney Financial Solutions Pty Ltd, with a strong academic background, both graduate and post-graduate, in accountancy and financial planning.
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Professional expertise

While her background has provided Christine with a strong analytical foundation, her key strength is translating detailed and often complex financial data into easy to understand concepts.

Striving to achieve client objectives, Christine believes each client should be fully informed of available options to best suit their financial situation. She then sees her role, as an adviser, to work through the relative merits of each strategy to determine the most appropriate way forward based on each client’s goals.

Christine’s main focus is delivering tailored and personalised advice to clients based on their specific circumstances. Her passion is seeing clients ultimately achieve their goals and objectives, and knowing that her advice has assisted them in doing so.

Christine has seven years experience in financial services, developing client strategies and managing ongoing financial affairs. Prior to this, Christine worked in the Business Advisory division at Nexia Sydney, preparing financial statements and analysing results to assist with adviser’s identification of business needs.

Qualifications

Certified Financial Planner (CFP)

Advanced Diploma of Financial Services (Financial Planning)

Bachelor of Business (Accounting)

Sydney Staff

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Our Team

Sylvia Liang

Sylvia Liang

Sylvia is Associate Director within Financial Services at Nexia Sydney. Sylvia prides herself on building long term successful relationships and will assist her clients in building a road map to help them become financially independent by growing, protecting and managing their wealth.

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Professional expertise

Sylvia Liang has been in the Financial Services Industry for over 15 years and has considerable “hands on” business experience in providing a value oriented, holistic financial planning service, with a core focus of delivering tailored solutions and helping her clients achieve their financial goals.

Sylvia proactively keeps up to date with the latest regulatory and legislation changes so she can highlight opportunities and interpret changes that can best benefit her clients.

Sylvia’s passion is investigating strategies to deliver personalised and tailored solutions in her client’s best interests, while retaining a strong commitment to provide clients the highest level of personalised service and highest quality standards. She prides herself on building long term successful relationships and will assist her clients in building a road map to help them become financially independent by growing, protecting and managing their wealth.

An experienced presenter, Sylvia conducts regular client seminars including superannuation, insurance, estate planning, aged care, Centrelink and end of financial year strategies.

Qualifications

Certified Financial Planner

Certified Practicing Accountant

Master of Commerce

Bachelor of Law

Bachelor of Business (Accounting & Computing) Diploma of Financial Planning (Australia)

Diploma of Finance/Mortgage Broking Management

 

Sydney Staff

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Our Team

Amy Waterhouse

Amy Waterhouse

Amy is Associate Director, Taxation Consulting within Nexia Sydney. A qualified Chartered Tax Advisor in both Australia and the UK, Amy has over 14 years’ experience with a specific focus on International Tax and Goods and Services Tax (‘GST’).
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Professional expertise

Amy’s personal interest in International Tax developed whilst working for a boutique firm of Chartered Tax Advisors which was a leading member of an International network, for whom she successfully established and managed a presence in Australia.

At Nexia Australia Amy assists in managing the International Desk and she is also a core member of Nexia International’s Global Mobility Tax Services team, providing taxation and social security advice to executives and high net worth individuals who are relocating across borders.

In addition, Amy is a Registered Tax Agent with the Australian Government Tax Practitioners Board and is the current Secretary of the Australasian Branch of the Chartered Institute of Taxation (UK).

Qualifications

Master of Taxation (UNSW)

Member of the Tax Institute of Australia - Chartered Tax Adviser

Member of the Chartered Institute of Taxation (UK) - Chartered Tax Adviser

Registered Tax Agent

 

Specialist skills

 

Sydney Staff

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Our Team

Adam Boles

Adam Boles

Adam is an Associate Director in Business Advisory at Nexia Sydney, with over 15 years’ hands-on experience.
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Professional expertise

Based in Sydney, his industry knowledge spans medical, primary production, property development, financial services, and manufacturing – with a strong focus in the hospitality sector, where he has had over 15 years’ hands-on experience.

Adam’s clients include entrepreneurs, family groups, private and public businesses and their stakeholders.

A member of the Nexia team since 2007, Adam’s experience in business planning, management reporting, strategic advice, tax structuring and accounting compliance underpins his natural drive and demonstrated ability to develop strong business relationships – often going above and beyond to provide the highest level of personal service.

As a specialist in Nexia’s Business Mechanics service, he works closely with clients to refine business processes, optimise reporting frameworks, improve performance and achieve their goals. In addition to all of this, he also brings skills and expertise as a trained facilitator with Celemi – a program that simulates business to help bring the key issues and business needs into focus, challenging co-workers to explore the consequences in their work.

Qualifications

Bachelor of Commerce (Accounting)

Member of Chartered Accountants Australia & New Zealand

 

Sydney Staff

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