Content tagged Directors

Our Team

Eva Bonner

Eva Bonner

Eva has worked in public practice since 1993. Amongst her broad range of accounting knowledge, her skills include tax planning, tax compliance, and financial reporting.
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Professional experience

As a trained psychologist prior to joining the accounting profession, Eva enjoys providing a holistic approach to addressing clients’ requirements. She believes in maintaining open channels of communication with clients.

Eva has experience and expertise in business and tax advice, compliance matters, tax planning and tax structures. Eva has a large portfolio of long term clients which include high net worth individuals and small to large sized businesses.

Eva works hard to ensure that Nexia Caulfield’s team members work in a supportive and nurturing environment to achieve optimal outcomes for all clients.

Qualifications

Graduate Diploma of Business (Accounting)

Affiliate of Chartered Accountants Australia + New Zealand

Member of the Australian Society of CPAs

Registered Tax Agent

Authorised Representative

BA (Psychology)

Skills

Tax planning

Tax compliance

GST

Cash flow and budgets

Business structures and corporate advisory services

Financial reporting

News by Eva Bonner

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Melbourne Staff

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Our Team

Michael Fay

Michael Fay

Michael is a Director of Audit & Assurance at Nexia Perth.
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Professional experience

Michael is a qualified Chartered Accountant and Registered Company Auditor with over 15 years of experience in the Australian financial regulatory environment. 

Michael’s expertise lies in implementing a risk-based audit approach and developing and executing an efficient audit process while ensuring compliance with Australian statutory reporting requirements. He proactively addresses a wide range of technical accounting matters and demonstrates a deep understanding of accounting best practices and policies.

Operating in a fast paced continually changing environment, Michael focusses on developing and leading diverse teams, consistently achieving desired outcomes both for his client base as well as his teams.

Michael utilises his extensive knowledge and experience to guide and influence those he interacts with, fostering a culture of excellence and building lasting relationships.

Qualifications

Bachelor of Arts

Fellow Chartered Accountant (ICAEW)

Chartered Accountant (CAANZ)

Registered Company Auditor (ASIC)

Certificate of Public Practice (CAANZ)

Business Finance Professional (ICAEW)

Skills

  • External audit engagements
  • Review engagements
  • Risk assessment audits
  • Statutory audits
  • Statutory financial statements
  • Special purpose audits
  • Compliance audits
  • Internal audits
  • Governance and risk assessments
  • Review and assessment of complex control environments
  • Business performance improvement – reviews, internal controls, financial report disclosure reviews, business strategy and performance, restructuring.

Perth Staff

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Our Team

Mario Giramondo

Mario Giramondo

Partner in Business Advisory. Mario is professional, personable and passionate about making advisory services accessible and understandable for Small and Medium-sized enterprises (otherwise known as SME’s). 


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Professional experience

Mario brings over a decade of experience, which he gained during his time at William Buck (we don’t hold that against him) and is well known for his enthusiastic and approachable nature in an industry that can sometimes feel a tad…stuffy. He’s incredibly passionate about helping clients achieve the best results, ensuring you understand the how and why of all things technical and not-so technical.  

You’ll often hear us say that some of the best advisors didn’t set out to be advisors. Coming from a competitive cycling background Mario channels his learnt knowledge of mentoring, hard-work and focus into achieving great outcomes for his clients and the next-gen of advisors. 

To put it succinctly, Mario has the technical knowledge of an accountant, the approachability of a friend and the dedication of an athlete. 

Qualifications

Bachelor of Commerce (Accounting) 

Member of Chartered Accountants Australia + New Zealand

Skills

Business analysis and Management reporting

KPI and Financial analysis

Forecasting and budgeting

Business improvement strategies

Strategic planning

Tax planning and consulting

Melbourne Staff

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Our Team

Jess Lyons

Jessamyn Lyons

Jess is a Director of Corporate Services at Nexia Perth.
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Professional experience

Jess is a proactive, determined and engaged professional who is committed to delivering the best possible outcome for her clients. With a keen eye for detail and a strong work ethic, she specialises in business administration, project management, company secretarial, financial services, corporate governance and marketing.

Jess is known for her ability to deliver results and works closely with clients to list junior entities on the ASX, manage compliance requirements, install and maintain governance programs, liaise with regulators, and train and develop staff. Her industrious nature allows her to work on multiple projects simultaneously, making quick decisions and developing effective action plans.

In addition to her professional skills, Jess is highly personable and is invested in building lasting relationships with her clients. She is driven by the desire to see her clients succeed and approaches her work with a down-to-earth and informed perspective. If you're looking for a multi-skilled operator who will strive to achieve the best possible outcome for your business, Jess is the perfect adviser for you.

Qualifications

  • Bachelor of Commerce - Investment Finance, Corporate Finance, & Marketing
  • Graduate Diploma of Corporate Governance
  • Diploma of Financial Planning

Skills

  • Business Administration
  • Cloud Technology
  • Corporate Governance
  • Corporate Services
  • Financial Management
  • Financial Reporting
  • Financial Services
  • Local Agent Representation
  • Management Reporting
  • Marketing & Public Relations
  • Non-Executive Director Services
  • Project Management
  • Software as a Service
  • Training & Development

 

Perth Staff

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Our Team

Stephen Ferris

Stephen Ferris

Stephen is a Corporate Advisory Partner in Nexia Australia’s Sydney Office.
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Professional experience

Stephen is a highly experienced Corporate Advisory specialist with more than 30 years of M&A and commercial expertise developed in both professional and financial services. This has provided Stephen with insights as to the importance of both organic and inorganic growth options and how these can be combined to fulfil the growth agenda of the organisation whilst appropriately managing all significant risk aspects.

Stephen has developed a keen insight into the importance of both organic and inorganic growth options and how these can be combined to fulfil the growth agenda of the organisation whilst appropriately managing all significant risk aspects.

Stephen spent more than 25 years with one of the largest professional services firms in the world focusing on strategy & business plan assessment, understanding the competitive landscape, target identification, due diligence, negotiation, valuation, assessment of synergies and risks, project management and execution and is an acknowledged expert in the fields of corporate valuation & IERs, due diligence, IPOs and financial modelling.

In the 5 years prior to joining Nexia, Stephen utilised these skills and expanded them in the financial services space as a senior executive in 2 organisations, namely as CEO of a multi-family office working with families, foundations and other UHNW investors and then as COO of a global asset management firm. As a result, Stephen views problems and challenges as the client sees them and brings to the table commercial as well as technical solutions.

Qualifications

Graduate of the Australian Institute of Company Directors 

Fellow of Chartered Accountants Australia and New Zealand (CAANZ)

Fellow of FINSIA (F Fin)

Graduate Diploma of Applied Finance (Grad. Dip. App. Fin.) – FINSIA

Diploma of Financial Planning (DFP) – Kaplan

Bachelor of Economics 

 

Skills

  • Valuations for M&A transactions, taxation & financial reporting purposes
  • Due diligence (buy side & vendor)
  • Advisory & modelling
  • Former committee member for the Business Valuation

Sydney Staff

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Our Team

Amy Yan

Amy Yan

Amy is an Associate Director of the Business Advisory division at Nexia Australia – Sydney Office and has over 15 years’ experience.
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Professional experience

Amy has over 15 years’ experience in providing Business Advisory and Taxation consulting services to a range of entities including High Net Worth Individuals, Small and Medium Enterprises and multinational corporations.

Amy’s specialist experience includes business structuring, family office, international subsidiaries and virtual CFO services etc. She has advised clients in a wide range of industries with a particular focus on technology, construction, professional services, as well as the fashion and beauty sector.

Passionate about workplace diversity and inclusion, Amy builds relationships at all stakeholder levels to provide sound advice to clients based on overall strategic and commercial objectives. This includes working collaboratively across all parts of their business to identify opportunities and effectively deliver bespoke advice to ensure their commercial and tax outcomes are optimised.

Fluent in both English and Chinese Mandarin, Amy enhances client relationships with open and honest communication in order to gain a deep understanding of their needs so she can support them to achieve their goals.

 

Qualifications

Bachelor of Commerce (Accounting & Finance)
Bachelor of Law
Masters of Law (majoring in Tax)
Solicitor of the Supreme Court of NSW

 

Skills

  • Business Advisory
  • Business Restructuring
  • Buying and selling a business
  • Due Diligence
  • ATO dealings and audits
  • International Taxation
  • International Subsidiaries
  • CFO & Management Services

News by Amy Yan

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Sydney Staff

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Our Team

Terence Brueton

Terence Brueton

Terence is an Audit & Assurance Technical Consultant at Nexia Brisbane.
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Professional experience

Terence has almost twenty years audit experience, sixteen of which has been with a major international firm in their Audit and Advisory division in London, Johannesburg and Brisbane. He has gained significant local and multinational client experience that includes both public and private companies across a wide range of industries, the most prominent of which includes mining, manufacturing, automotive, consumer and industrial products, real estate and not-for-profit.

Terence’s expertise is grounded in audit and assurance, financial reporting and understanding the audit and assurance needs of clients. He enjoys working with his clients to gain a deeper understanding of their businesses, focussed predominantly on business risks, financial reporting, business processes and controls, and strategic initiatives. This not only allows him to ensure that the audits meet statutory and reporting compliance requirements, but it also allows for the provision of valuable advice and insights.

Terence is committed to providing quality and timely service with a view to building and maintaining long-term business relationships and to be seen as a trusted business advisor.

Qualifications

Bachelor of Commerce

Member of the South African Institute of Chartered Accountants

Skills

  • Statutory financial audits
     
  • Assurance engagements and compliance reviews
     
  • Accounting standards and corporate governance

Brisbane Staff

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Our Team

Mel Nash

Mel Nash

Mel has over 17 years of experience in taxation advisory, having previously consulted for Big Four accounting firms (both in Melbourne and Singapore), as well as within Australia’s largest telecommunications company.
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Professional experience

Mel’s diverse experience has spanned from providing specialist tax advice to high net wealth individuals, expatriates, family businesses to large manufacturing and construction entities, whether it be business structuring and restructuring, property transactions, Capital Gains Tax, transfer pricing, R&D incentive and tax audits.​

Mel’s dedicated tax experience has also seen her involved in consultation with the Australian Taxation Office and the Federal Treasury. In recent times at Nexia, Mel has also successfully assisted our clients in securing Federal and State level funding and grants to help further their businesses.  ​

Mel’s approach is to deliver solution based outcomes to assist clients in making important decisions concerning their businesses.​

Qualifications

Bachelor of Commerce (Hon) Accounting and Finance

Member of Chartered Accountants Australia + New Zealand

Skills

  • Taxation Consulting​
  • Taxation Compliance​
  • Tax Strategy and Restructuring​
  • Transfer Pricing​
  • R&D Tax Incentive​
  • Government Grants & Incentives

Melbourne Staff

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Our Team

Bruno

Bruno De Simone

Bruno has developed from a background in Business Services to become a Senior Manager in Corporate Advisory. Having worked for the past seven years across both Business Services and Corporate Advisory Bruno’s analytical, technical and practical knowledge enables him to provide comprehensive advice for his clients.​​
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Professional experience

Bruno excels at providing timely financial analysis and management reporting to assist clients with strategic decision making. He also performs a broad range of Valuation engagements ensuring clients clearly understand the true value of their business.        ​​

​Bruno has experience across a diverse range of industries and manages a range of large clients with complex reporting requirements. Bruno is committed to delivering timely and valuable advice to achieve the best outcomes for his clients.​​

​Bruno is a Chartered Accountant and has a Bachelor’s degree in Commerce with a double major in Accounting and Financial Management from La Trobe University.​

Qualifications

Bachelor of Commerce, Accounting and Financial Management

Member of Chartered Accountants Australia + New Zealand

Skills

  • Valuations​
  • Financial and Management Accounting ​
  • KPI and Financial Analysis​
  • Forecasting and Budgeting​
  • Back Office and Bookkeeping Support​
  • Management Consulting​
  • Tax Planning

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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