Content tagged Directors

Our Team

Ian Stone

Ian Stone

Ian has been with Nexia for over 40 years and is Chairman for Sydney Office, Nexia Australia and the Asia Pacific Region.He is responsible for the strategic direction of the firm and the Nexia Australia and New Zealand Network. Ian also sits on the Nexia International Board.
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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

John Wilcox

John Wilcox

John is a Director of the Business Advisory division at Nexia Australia - Sydney Office.
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Professional experience

John has been an accountant for over 40 years, during which time he has worked in audit, business advisory and management consulting across a variety of industry sectors in both Domestic and International markets. As Director of Business Advisory, he now puts his wide-ranging expertise to good use whilst advising clients on strategic planning, business planning, structuring and restructuring.  

John is focused on building value in his client’s businesses. He aims to develop frank, honest and open relationships with his clients in order to discover what their motivations are and how he can best help them to achieve their goals. He also builds a high level of trust in his client relationships so that his clients feel as though he has their backs.

John aims to “make the difficult look simple”. He communicates with his clients on a level that they can easily understand. He is always looking to make a difference in people’s lives and will happily go the extra mile to help his clients when they need him.

His passion for helping organisations to succeed extends to a raft of positions with not-for-profit and community welfare organisations. John sits on a number of School Boards and advises many others in relation to financial management and planning. He is well respected for his work with Independent Schools and holds an Order of Australia Medal for his service to education.

Qualifications

Bachelor of Business
Memberof the Institute Chartered Accountants Australia and New Zealand (FCA)

Skills

  • Business Strategy
  • Management Consulting
  • Advisory Services
  • Structuring
  • Large Corporates
  • Subsidiaries of International Companies
  • High Net Worth Individuals
  • Family Business
  • Agriculture
  • Manufacturing
  • Professional Services Industry
  • Media

Sydney Staff

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Our Team

Fred Scali

Ferdinando (Fred) Scali

Drawing on over 40 years of experience, Fred brings a wealth of skills from different aspects of accounting to his role as Business Advisory Director at Nexia Australia - Sydney Office.
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Professional experience

Fred works with clients both domestically and internationally in a range of industries. He has specialised expertise and interest is advising clients in the areas of taxation, structuring for asset protection, succession planning, retirement planning and estate planning and management.

He is a past member of the Faculty of Law at the University of Technology Sydney where he taught taxation law for over twelve years and holds, both past and present, a range of Directorships including international chambers of commerce and not for profit organisations, including Skin and Cancer Foundation Australia, the Italian Chamber of Commerce and the Italian Opera Foundation Australia. 

Fred believes in taking a personal approach with his clients whilst maintaining a professional, efficient and determined work ethic. He works in close partnership with all of his clients, using his years of experience to provide advice to assist his clients to succeed. 

Qualifications

Bachelor of Business (Accounting)
Master of Business (Tax Law)
Fellow of the Institute Chartered Accountants Australia and New Zealand (FCA)
Fellow of CPA Australia
Fellow of the Taxation Institute of Australia
Chartered Tax Advisor
Diploma Financial Planning
Registered Company Auditor
Tax Agent
Justice of the Peace

Skills

  • Tax Advisory
  • Tax Structuring
  • Asset Protection
  • Business Strategy
  • Business Solutions
  • Succession Planning
  • Estate Planning
  • High Net Worth Individuals
  • Medical Professionals

Sydney Staff

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Our Team

Ming Kei (Larry) Lam

Ming Kei (Larry) Lam

Larry is a Client Services Director of the Business Advisory division at Nexia Australia - Sydney Office.
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Professional experience

Larry has significant experience in tax compliance, management consulting, assisting professionals, investors, primary producers and medical practices. 

He advises on a diverse range of tax and business matters, including optimising business and investment structures and restructure, CGT treatment, winding up, estate planning, cash flow projections and financial analysis.
 

Qualifications

Bachelor of Commerce

Master of Applied Finance and Investment 

Diploma of Financial Planning

Member of the Institute of Chartered Accountants Australia & New Zealand

Skills

  • Tax & Superannuation
  • Business Solutions
  • High Net Worth Individuals

Sydney Staff

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Our Team

Garvin Jones

Garvin Jones

Garvin is a Director of the Superannuation division at Nexia Australia - Sydney Office.
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Professional experience

Garvin has worked as an accountant for over 20 years and specialises in Superannuation, Family Business and Estate Planning. His technical experience in income tax and superannuation provides SMSFs, High Net Worth Individuals and SMEs with holistic and practical advice. 

He is client-focused and takes time to develop long-term relationships with each of his clients. He takes a solutions-based approach to client work and is always looking for the best opportunity or outcome for his client’s changing circumstances. 

Garvin is focused on developing long-term strategies that benefit his client’s futures. He is particularly passionate about helping people to plan for the transition between work and retirement in a way that sees their financial goals achieved by providing valuable advice on tax planning and compliance, retirement planning and regulatory compliance.
 

Qualifications

Bachelor of Business (Accounting)
CA SMSF Specialist
SMSF Specialist Advisor
Diploma of Financial Planning

Skills

  • Superannuation
  • High Net Worth Individuals
  • Family Business
  • Self Managed Super Funds
  • Estate Planning
  • Retirement Planning

News by Garvin Jones

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Sydney Staff

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Our Team

Brett Hanger

Brett Hanger

Brett is a Director of the Audit and Assurance division at Nexia Australia - Sydney Office.
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Professional experience

Brett specialises in audit and assurance services and has over 20 years’ experience as a professional in audit, accounting and management. 

Brett’s area of expertise includes auditing not-for-profit organisations, member-based organisations, community organisations, local governments, charities and commercial organisations. His extensive experience ensures that we deliver the highest ethical, professional and quality services.

Qualifications

Bachelor of Commerce (Accounting)

Member of the Institute of Chartered Accountants Australia & New Zealand

Registered Company Auditor

Registered SMSF Auditor

Registered Organisations Commission Auditor 

Associate of the Local Government Auditors Association of NSW

Diploma of Financial Planning  

Skills

  • Audit and Assurance
  • Government Audit Services
  • Not-for-Profits

Sydney Staff

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Our Team

Shani Ford

Shani Ford

Shani is a Director of the Business Advisory division at Nexia Australia - Sydney Office.
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Professional experience

Shani provides advice on tax-effective structures, extraordinary transactions, estate planning, analysis of investments and the sale, acquisition, restructure and valuation of businesses. She works across all aspects of tax compliance (income tax, GST, FBT) including tax planning, consolidation and international tax matters and prides herself on providing responsive and customised service.

Her clients include family groups, medical practitioners and professionals, manufacturing, service and investment companies with operations both in Australia and overseas as well as non-resident companies doing business in Australia.
 

Qualifications

Bachelor of Commerce (Accounting and International Business)
Member of the Institute of Chartered Accountants Australia & New Zealand

Skills

  • Large Corporates
  • Corporate Advisory
  • Business Solutions
  • Tax and Superannuation
  • High Net Worth Individuals

News by Shani Ford

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Sydney Staff

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Our Team

Anita Cohen

Anita Cohen

Anita is an Associate Director of the Business Advisory division at Nexia Australia – Sydney Office and has over 20 years’ experience.
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Professional experience

Anita has worked in business advisory for over 20 years, during which time she has dedicated herself to using her expertise in the mechanics of good financial and business management to provide her clients with advice to significantly improve their business.

She has worked with Family Office Clients and Family Businesses throughout her career and her experience working with these clients has imbued her with a robust understanding of the unique issues they face, as well as the knowledge to help them succeed.

Driven by her determination to help clients achieve their goals, Anita aims to deliver tailored, practical solutions which make a genuine difference to her client’s success. By listening and engaging with clients at an individual level she builds solid long-term relationships that help her to deliver bespoke advice to ensure their tax and commercial outcomes are optimised.

Anita is also passionate about Women in Business and is an advocate of both Women Entrepreneurs and Professional Women looking for a supportive and collaborative community in which to grow.

Qualifications

Fellow of Chartered Accountants Australia 
& New Zealand
Bachelor of Financial Administration
Diploma of  Financial Planning
Graduate Diploma in Management
Accredited Adviser (Family Business Australia)

Skills

  • Business Mechanics
  • Family Office
  • Family Business
  • Taxation Advisory
  • Taxation Consulting

News by Anita Cohen

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Sydney Staff

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Our Team

Leanne Van Der Merwe

Leanne Van Der Merwe

Leanne is a Manager in Business Advisory and Taxation Consulting at Nexia Melbourne. She has more than 18 years experience in financial advisory, accounting, taxation and superannuation.
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Professional experience

Leanne has a wide range of experience across financial advisory and tax compliance, both at an industry level and public practice. She has a sound knowledge of income tax, tax structuring and business advisory services and works closely with business to add value and maximise outcomes.

Leanne leads a team of dedicated professionals in the Business Advisory and Tax Consulting area of Nexia Melbourne.

Qualifications

Master of Commerce (FP)

Bachelor of Commerce (Acc)

Chartered Accountant

Member of Chartered Accountants Australian & New Zealand

Skills

  • Business Advisory
  • Tax Planning & Structuring
  • Tax Compliance and Accounting Services
  • SMSF Taxation Compliance

Melbourne Staff

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