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)

 

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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

Evelyn Tan

Evelyn Tan

Evelyn is a Director of Corporate Finance & Advisory at Nexia Perth.
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Professional experience

An executive with nearly three decades in corporate finance, Evelyn is the consummate professional, advising companies in a diverse range of areas in their corporate transactions. Her expertise, coupled with strong interpersonal skills, have built her credibility as a trusted and preferred professional in her niche market. A commitment to assisting clients consistently with integrity and building trusted relationships has seen Evelyn successfully build and/or expand service lines/divisional capabilities multiple times. 

Commanding expansive corporate advisory acumen and yielding a diverse skillset, Evelyn has been involved in over 70 independent expert reports, preparing numerous valuations, constructing financial models for feasibility studies and capital raising, and performing financial model audits for public and private companies across a broad range of sectors. Furthermore, she has a solid grounding in valuing, analysing and evaluating M&A transactions and investments, and assisting companies in financial due diligence with further experience including option valuations, intangible asset valuations and purchase price allocation reports.

A pragmatic, purposeful and engaged operator who takes pride in delivering high-quality work, upholding integrity in all she does, and maintaining long-standing, genuine and trusted relationships, Evelyn’s commitment to clients is unwavering and her resolve to deliver positive outcomes unflinching. 

Qualifications

Bachelor of Business (Finance)

CFA® Charterholder

Master of Applied Finance 

Member of the CFA Institute

Member of the CFA Society Perth

Skills

  • Capital Raising
     
  • Corporate Advisory
     
  • Due Diligence
     
  • Feasibility Studies
     
  • Financial Modelling
     
  • Financial Model Reviews
     
  • Independent Expert’s Reports
     
  • Investigating Accountant’s Reports
     
  • Mergers & Acquisitions
     
  • Transaction Advisory and Support
     
  • Valuations

Perth Staff

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Our Team

Alex Ren

Alex Ren

Alex is a Manager of Business Advisory at Nexia Brisbane.
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Professional experience

With over 8 years of experience in public practice, Alex delivers compliance, tax and business advices, day-to-day accounting support, budgets and forecasts to businesses of various sizes and scales. 

Alex’s approach is hands on, by analysing and explaining complex data and information, he provides accurate and timely advices to assist clients making important decisions. Alex enjoys building strong relationships with clients. His attention to detail and approachable attitude ensures he gains a long term understanding of their businesses.

Qualifications

Certified Chartered Accountant 

Bachelor of Business

Brisbane Staff

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Our Team

Melanie McRoberts

Melanie McRoberts

Melanie is an Associate Director in Business Advisory at Nexia Perth.
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Professional experience

A strategic thinker grounded in practical application, genuine care and interest defines Melanie. Approachable and available, Melanie’s interest in clients is authentic and her philosophy grounded. Driven to understand how things work, uncover reasons leading to decision-making, enhance internal processes and up-skill capabilities, Melanie’s insatiable appetite for knowledge and improvement sees her apply herself to the best of her ability with one goal in mind: help clients realise their goals.

Melanie commands technical skills and capabilities concerning overseeing all matters related to the preparation and delivery of financial statements and income tax returns, translating tax acts and their practical application, as requested assignments, business development, and technology and subsequent reporting functions. As an Associate Director, she is tasked with refining organisational values, strengthening strategic pursuits, identifying lead interests, maximising return on investment initiatives, driving service line cross-pollination, talent identification and development, and creating an efficient and effective working environment.      

Truthful and honest, Melanie doesn’t skirt around issues preferring to rip off the band-aid and administer necessary care. If you’re looking for an advisor who relishes the challenge of fitting your commercial jigsaw together, Melanie is that professional.

Qualifications

Associate Member of Certified Public Accountants

Bachelor of Business - Accounting & Public Practice

Certified Practicing Accountant

Member of Chartered Accountants Australia and New Zealand

Skills

  • Accounting Technology
  • Business Development
  • Business Strategy
  • Client Liaison & Intermediary
  • Financial Forecasting
  • Financial Reporting
  • Management Accounting
  • Outsourcing & Offshoring
  • Software as a Service
  • System Solution Implementation
  • Taxation & Compliance
  • Training & Development

Perth Staff

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Our Team

Lisa Somsouk

Lisa Somsouk

Lisa is a Senior Manager in the firm's Audit & Assurance division
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Professional experience

Lisa has nearly a decade of experience of external auditing and accounting experience specialising in clients in the not-for profit sector.

Qualifications

Bachelor of Commerce, University of Canberra

Advanced Diploma in Accounting, Canberra Institute of Technology

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Canberra Staff

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Our Team

Karina Canete

Karina Canete

Karina is a Client Services Director in our Business Advisory division within the Nexia Australia - Sydney Office.
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Professional experience

Karina has over 14 years’ experience, during which time she has worked with clients across multiple industries in both the Audit and Business Advisory divisions. During her time at Nexia Karina has dedicated herself to her clients and ensures they receive professional yet personalised service that meets all their needs in a timely manner.

Karina is known for her proactive and hands on approach and for providing her clients a diverse range of accounting, taxation, and other business services for family owned, corporate business, and subsidiaries of international companies. She focuses on building relationships with all her clients and ensures she provides efficient and effective advice to assist them with their goals.

She is known by her clients for providing a detailed and insightful service that allows them to meet all their goals. As a leader, Karina believes that building trust and confidence in the people she works with is the path to building a successful team that is able to help clients to the best of their ability.

Qualifications

Bachelor of Science in Accountancy (Philippines)

Skills

  • Business Advisory

  • Management Accounting

  • Medium and Large Corporates

  • Subsidiaries of International Companies

  • Manufacturing

 

Sydney Staff

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Our Team

Katie Lin

Katie Lin

Katie is a Partner of Business Advisory at Nexia Sydney and has over 25 years experience.
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Professional experience

Katie focuses on providing expert advice on all employment taxation matters as well as payroll and HR matters that can have tax implications on an organisation’s policies and procedures.

Katie’s investment in her clients allows her to get to the heart of their needs and use strategy and logic to determine the best outcome for their individual situation. A structured and organised leader, Katie believes it is important to build strong relationships with her clients and approaches every new opportunity with a high level of enthusiasm.

A strategic and proactive leader, Katie is passionate about creating an inspiring environment for her staff to perform to the best of their ability. She believes it is important to enrich her team by encouraging their ongoing personal and professional development. Due to her strong and resilient leadership, her team are able to successfully ensure their clients are receiving a high level of personalised service.

Katie is a tenacious and driven individual who gains a great deal of satisfaction from showing endurance and willpower across every aspect of her life.

Qualifications

Bachelor of Business (Accounting/Law)

Masters of Tax (Majoring in Tax)

Chartered Accountant (CA)

Fellow Tax Institute (FTI)

Skills

  • Business Advisory

  • Employment Taxes

  • Payroll Tax

  • Superannuation Guarantee

  • Fringe Benefits Tax

  • Workers Compensation

 

Sydney Staff

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Our Team

Aaron Breckell

Aaron Breckell

With a real passion for mentoring businesses, Aaron prides himself on providing clear, practical advice drawn from his own experiences as a business owner.
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Professional experience

With a real passion for mentoring businesses, Aaron prides himself on providing clear, practical advice drawn from his own experiences as a business owner.

Aaron has particular expertise in working with businesses to increase profitability, drive efficiencies, and realise potential. Aaron has worked with corporates, national franchises and a variety of businesses operating across a wide range of sectors throughout New Zealand, Australia, Singapore, Germany and the UK.

Aaron also chairs the advisory board of Cultivate Christchurch, a social enterprise that brings together urban farming, youth development and community participation.

Outside of work, Aaron and his wife are kept busy with their two young sons and two dachshund dogs – both of which require frequent but not very long walks! He enjoys keeping active, and networking on the golf course with the aim of dropping his handicap back to single digits.

Qualifications

  • Chairman, Cultivate Christchurch
  • Chartered Accountant (Fellow), FACCA

Skills

  • Business advisory
  • Mentoring and consulting
  • Scenario planning and modelling
  • Growth strategies
  • Business structuring
  • Business and share valuations
  • Business planning
  • Due diligence
  • Business sales and purchases
  • Funding arrangements

Our Team

Darren Steedman

Darren Steedman

Darren is an Associate Director of the Audit and Assurance division at Nexia Australia - Sydney Office.
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Professional experience

Darren has worked in the Audit and Assurance industry for over 13 years, including 10 years of experience working in South Africa. This is where Darren began his career and at his time of resignation, he had progressed to a Director role.

Darren has and continues to work with a broad spectrum of clients including family businesses, manufacturers and not-for-profit organisations. His experience has allowed him to build a great depth of specialised knowledge and strong market insight.

Darren is committed to maintaining close client relationships through his open and approachable demeanour. He is always working to exceed his client’s expectations through developing a genuine understanding of their needs. With a keen sense of humour and willingness to go the extra mile, he is always able to meet the needs of his clients.

Qualifications

Bachelor of Accounting

Chartered Accountant (CAANZ)

Post Graduate Diploma in Applied Accounting Sciences

Skills

  • Audit and Assurance

  • Not-for-Profits

  • Family Businesses

  • ASX Listed

  • Manufacturing

  • Retail

  • Financial Services

 

Sydney Staff

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