Prior to his employment with Nexia Edwards Marshall, Robert was an Associate Director, Corporate Finance at KPMG and an Associate Director, Corporate Banking at NAB. Rob has also spent six years in London and Dublin working in corporate finance and banking roles for Citigroup and the Bank of Ireland.

Robert draws on his extensive commercial experience to provide sound strategic advice to assist his clients in maximising their business performance. Robert specialises in corporate finance, strategic planning, taxation and accounting services to clients in a broad range of sectors. 

He has over 30 years’ experience in audit and business services with big-four, mid-tier and boutique chartered accounting firms – with a broad range of clients that span small and medium size enterprises, publicly listed companies, not-for-profit entities and high net worth individuals. His specialist experience includes medical and health product suppliers, mineral resource exploration, manufacturing and Australian financial services licensees.

Renowned for his expert knowledge and strong client relationships built up over many years, Stephen is proud to be considered a first point of contact for clients looking for specialist advice. He is skilled at researching and providing tailored advice on difficult issues and works well under pressure with tight deadlines and multiple concurrent assignments. Stephen’s ability to identify issues and solutions that will improve business processes and outcomes for his clients ensures he provides a comprehensive service beyond the agreed compliance deliverables.

A member of the Nexia team for four years, Stephen has also spent three years working with a large Australian-listed multinational in a dual role as Group Accountant and Company Secretary – a role that has stood him in great stead for international business dealings.

Naomi joined Nexia Duesburys Tax Consulting Division in January 2016, bringing 15 years of diverse tax and accounting experience gained in Australia and the UK where she was a Senior Tax Manager at a top five chartered accounting firm. Naomi has advised many high profile wealthy clients, entrepreneurs and internationally mobile clients. Naomi has a talent for solving complex tax issues whilst meeting the client’s wider needs.

Naomi is an Australian and UK tax adviser and she advises UK expatriates on the complexities of the UK and Australian tax systems.

Naomi is a specialist superannuation law adviser and assists the firm’s superannuation fund clients in their compliance with that law, the development of pension strategies and estate planning.  

Stephen believes one of the Nexia’s greatest strengths is its ability to offer an individual, tailored service while fostering relaxed working relationships. He talks regularly with his clients and ensures he is abreast of the latest business and industry developments.

Possessing over 35 years of accounting and taxation experience, Stephen is an integral member of the Nexia Sydney team, highly skilled and organised, with in-depth knowledge and experience in all areas of tax. He also has a specialist focus in the taxation of trusts and trust distributions, international tax, corporate income tax and capital gains tax.

Stephen’s clients are wide ranging in size, complexity and industry focus and comprise the full spectrum of entities, from high net worth individuals to publicly listed companies. 

Many of his clients have been with him since he commenced employment with the firm. During this time Stephen has provided consistent, reliable advice, implementing tax effective strategies to minimise risks and maximise growth and wealth. In many cases, Stephen has witnessed his clients grow from small, first generation businesses, to medium-sized, second and third generation businesses. Their loyalty reflects the superior service provided by Stephen and his well-deserved reputation for delivering sound advice, which has resulted in a strong client base largely comprised of repeat business and client referrals.

Stephen is the immediate past Asia Pacific representative member of the Nexia International Tax Committee and remains actively involved with the Nexia Asia Pacific tax group.
 

Mathew supervises an audit team of young, energetic and dedicated professionals, with a view to providing added value in addition to Audit and Assurance Services.

With over 13 years year external auditing experience, Mathew has a broad range of experience dealing with clients across a diverse range of industries including schools and colleges, not-for-profit entities, retailers, manufacturers, exporters and importers, aviation, equine and large family groups.

He works closely with clients to understand their business, the industry they operate in and their financial reporting systems to identify key risk areas which require audit attention; to allow for an efficient, seamless and cost-effective audit.

With 10 years’ accounting and management consulting experience, Billy offers evidence-based expert analysis and advice that inform and empower clients’ critical business decisions. As at June 2016, Billy was also the only CA accredited Business Valuation Specialist in the Australian Capital Territory.

Billy also has expertise in advising organisations in the human services industry, in particular, those impacted by recent reforms such as the National Disability Insurance Scheme (NDIS) and My Aged Care.
 

Nigel has over 11 years of extensive Audit & Assurance experience with a wide range of clients from listed groups to family-owned businesses and not-for-profit organisations.

Nigel also has extensive experience in providing internal audit and internal control reviews including examining prevailing systems to determine whether adequate internal controls exist (controls design, implementation and operating effectiveness), identifying practical, sustainable and cost effective recommendations to address any internal control gaps identified, together with formal documentation of the system incorporating our findings and recommendations from our internal controls review.

In addition, Nigel has experience developing cost effective approaches to monitor compliance with relevant systems.
 

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. 

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.

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.