Content tagged Directors

Our Team

Ian Stone

Ian Stone

Ian has been with Nexia for over 40 years and is both a Director 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

Justin Mulhair

Justin Mulhair

Justin is an Associate Director in Nexia Perth Audit division
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Professional experience

A grounded professional with a well-rounded perspective, Justin sees more than just numbers, he sees data for what it is—the story of your business. Meticulous in approach, his noted attention to detail, intelligibility and inclusiveness ensures at all times, he communicates clearly and concisely with clients, instilling both comfort and confidence.

 

As Associate Director - Audit, Justin’s role involves strengthening Nexia Perth’s audit service line and through technological integration, delivering efficient and effective outcomes. Equally adept addressing mum and dad operations or C-Suite executives, Justin specialises in delivering audit assignments to public unlisted companies, ASX-listed companies, Local and State Government departments, Not-for-profits, Indigenous corporations, foreign-owned groups with Australian subsidiaries, Australian companies with foreign subsidiaries, large privately-owned entities and trusts.

 

Technologically savvy, Justin commands an impressive array of proficiencies and skills, aiming to complete the audit experience with better educated and properly informed clients. To that end, Justin delivers high-quality and timely audit and assurance services.

Qualifications

  • Bachelor of Arts - Accounting and Human Resource Management (Honours)
  • Member of Chartered Accountants Australia and New Zealand (CA)
  • Member of Chartered Accountants Ireland
  • Registered Company Auditor

Skills

  • Accounting Advice
  • Agreed Upon Procedures
  • External Audit
  • Financial Accounting
  • Financial Analysis
  • Financial Reporting (IFRS & AASB)
  • Internal Audit
  • Internal Control Reviews
  • Investigating Accountant’s Reports
  • SaaS & Technology
  • Tax (Domestic and International)

News by Justin Mulhair

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Perth Staff

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Our Team

Scott Travis

Scott Travis

Scott Travis joined the Auckland office in 2002 and has been a Director since 2006 and has particular experience in the areas of taxation planning and advice.
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Professional experience

Scott also has expertise in the areas of business structuring, business development and business sale and acquisition; including preparing a business for sale, due diligence and valuations.

Scott works closely with clients across a range of industries including horticulture, manufacturing, technology, service and franchise sectors. An active member of the Franchise Association of New Zealand, Scott is passionate about helping franchise businesses grow and improve performance. He is also part of the franchise industry leadership group which was involved in establishing New Zealand’s first biennial franchise survey

Qualifications

Bachelor of Commerce 

Member of Chartered Accountants Australia and New Zealand.

Skills

  • Business Structuring
  • Business Development
  • Business Sale and Acquisition
  • Due Diligence
  • Valuations

Auckland Staff

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Our Team

Phil Barlow

Phil Barlow

Phil Barlow joined the Auckland office in 2007 as Director of the Tax Team coming from Ernst & Young. Having specialised in tax for more than 20 years, Phil has considerable expertise in tax effective structuring, tax risk management, assisting with IRD audits, domestic and international tax advice and tax due diligence.
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Professional experience

Throughout his career, Phil has worked with many clients across a broad spectrum of industries; ranging from small to medium size businesses through to large multinational companies. Phil has also assisted the key stakeholders in these businesses with their own personal tax obligations.

Phil co-manages the day to day operations of Knowledge Shop Limited and regularly presents on topical tax issues for the Knowledge Shop, Chartered Accountants Australia & New Zealand (CAANZ) and other Auckland based Chartered Accountancy firms.

Within CAANZ, Phil is Chair of the Auckland Branch Operational Tax Liaison Group. Phil is also the Auckland representative on the National Tax Liaison Committee.

Phil holds a Bachelor of Business and is a Fellow Chartered Accountant and was awarded his Fellowship for his services to the profession in 2019 by the Chartered Accountants Institute of Australia and New Zealand (CAANZ).

Qualifications

Bachelor of Business

Fellow Chartered Accountant Australia and New Zealand (CAANZ).

Skills

  • Tax Effective Structuring
  • Tax Risk Management
  • IRD Audits
  • Domestic and International Tax Advice
  • Tax Due Diligence

Auckland Staff

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Our Team

Tristan Dean

Tristan Dean

Tristan Dean joined the Auckland office in 1995 and has been a Director since 2000. Tristan works closely with a broad range of clients with specialised knowledge in the technology, food manufacturing and health sectors.
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Professional experience

Tristan has expertise in the areas of tax, business restructuring, forecasting, offshore expansions, negotiations, mergers and acquisitions, business valuations and business development.

A regular presenter at Knowledge Shop training sessions, Tristan has presented for the Chartered Accountants Australia & New Zealand (CAANZ) on the topics of business restructuring and business ethics.

Qualifications

Bachelor of Commerce

Member of Chartered Accountants Australia and New Zealand.

Skills

  • Tax
  • Business Restructuring
  • Forecasting 
  • Offshore Expansions
  • Negotiations
  • Mergers and Acquisitions
  • Business Valuations
  • Business Development

Auckland Staff

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Our Team

Amanda Billington

Amanda Billington

Amanda joined the Auckland office in June 2009 as a Senior Manager in the Business Services team. With 20+ years’ experience in both the United Kingdom and New Zealand, Amanda brings far reaching insight for small to medium sized businesses.
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Professional experience

Amanda's involvement in both day-to-day accounting and strategic planning helps clients define their business and financial goals, and achieve them. She has a clear focus on profit growth and wealth creation with specific expertise in financial forecasting, restructuring, due diligence, business valuations, management accounting and KPI reporting.

Amanda is also a treasurer of Collaborative Advocacy NZ and is a past elected board member of the North Harbour Hockey Board.

An active member of the Franchise Association of New Zealand (FANZ), Amanda is passionate about helping franchise businesses grow and improve performance.

Qualifications

Bachelor of Commerce

Member of Chartered Accountants Australia and New Zealand.

Skills

  • Financial Forecasting
  • Restructuring
  • Due diligence
  • Business valuations
  • Management accounting
  • KPI reporting

Auckland Staff

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Our Team

Shelley-ann Brinkley

Shelley-ann Brinkley

Shelley-ann has specialised in the provision of tax consulting services for more than 20 years and prior to that she had 5 years’ experience in the provision of both audit and business advisory services.
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Professional experience

Shelley-ann joined the Auckland office Tax Team in 2007 coming from Ernst & Young. Shelley-ann has specialised in the provision of tax consulting services for more than 20 years and prior to that she had 5 years’ experience in the provision of both audit and business advisory services.

Shelley-ann’s client base ranges from high net worth individuals, trusts and SMEs, through to large multinational companies and other chartered accountantcy firms. Shelley-ann’s experience includes international structuring, business acquisitions and disposals, property transactions, international tax, GST and other indirect taxes, tax compliance, IRD audits, tax affect accounting, due diligence, coaching and training staff, and analysis and dissemination of new tax legislation.

In addition, Shelley-ann is a director of Knowledge Shop Limited, the resource centre for professional accountants and co-manages the day to day operations. She provides tax advice to other professional accounting firms through the Knowledge Shop Q & A service, and provides regular continuing education to Knowledge Shop members to keep them up to date with legislative changes.

Qualifications

National Certificate in Business

National Diploma in Accountancy

Member of Chartered Accountants Australia and New Zealand.

Skills

  • Tax Consulting
  • Trusts and SMEs
  • Business Acquisitions
  • Property Transactions
  • International Tax
  • GST
  • Indirect Taxes
  • Tax Compliance
  • IRD Audits
  • Tax affect accounting
  • Tax Due Diligence

Auckland Staff

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Our Team

Dr Rodger Fernandez

Rodger Fernandez

Dr. Rodger Fernandez is a Director of Nexia Melbourne Migration Services and is also a Senior Lawyer at FCG Legal Pty Ltd.
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Professional experience

Rodger has been a legal practitioner for over 30 years as well as a registered migration agent (RMA 9291541), is accredited by the Law Institute of Victoria as a Specialist Solicitor in Immigration Law and the current Chairperson of the Advisory Committee to the Specialisation Board of the Law Institute of Victoria in immigration law.

Rodger is an Adjunct Professor of Law at the College of Law and Justice, Victoria University and lectures in migration law and practice. He has lectured at Victoria University for over 30 years.

He is listed in the Financial Review’s ‘Australia’s Best Lawyers’ and is the co-author of the Australian Immigration Companion and the Australian Migration Legislation Collection published by LexisNexis.

Qualifications

  • Bachelor of Economics (Monash)
  • Bachelor of Laws (Monash)
  • Master of Taxation Law (Melbourne)
  • Doctor of Philosophy (Law) (Sydney)
  • Barrister and Solicitor of the Supreme Court of Victoria, Supreme Court of NSW and High Court of Australia

Skills

Law Institute of Victoria Accredited Specialist Solicitor (Immigration Law)

News by Rodger Fernandez

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Melbourne Staff

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Our Team

Fran Hughes

Fran Hughes

Fran is Nexia Perth's Head of Financial Solutions.
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Professional experience

Passion and purpose; two words that typify Fran’s approach. Committed to helping people realise these ambitions, Fran advocates a wealth mindset, one which she achieves through financial empowerment. She does this by breaking down and explaining complex financial products and concepts in a straightforward and plain-English manner.

Recognised for her positive and proactive character, Fran understands the gravity of being entrusted to guide a person’s financial journey and thus, works quickly to establish confidence and rapport. Specialising in a bespoke financial services offer, Fran tailors individual plans to service the needs of each client’s unique situation. Areas of specialisation include wealth management, financial services, retirement planning and superannuation. She is well-credentialed, a valued mentor and sought after presenter.

If you’re looking for a media savvy and well-respected practitioner who is determined to unlock your financial potential, look no further.

Qualifications

Master in Applied Finance (MAppFin)

Certified Financial Planner (CFP)

Advanced Diploma in Financial Planning (DipFP)

Speakers Institute Protégé

Skills

Business Planning

Estate Planning

Finance & Financial Services

Financial Wellbeing Expert

Goals-based Financial Coach

Investment Advisory

Retirement Planning

Self-Managed Superannuation Fund advice

Separation Financial Mediator

Small Business Advisory

Strategic Planning

Superannuation Solutions

Wealth Management

Wealth Protection structure

Perth Staff

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