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.

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.

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.

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.​

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.​

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. 

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.

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

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.

Nicholas has been working in the Audit and Assurance industry for over 8 years. He has significant experience in providing end to end audits and solutions for both local and international clients.

Nicholas has and continues to work with a variety of commercial clients across multiple different industries, including ASX listed entities, large private entities as well as not-for-profit entities. This experience has allowed him to build specialised knowledge to add value to his client base.

Nicholas is committed to building long lasting relationships with his clients, which will often involve going the extra mile to ensure that he is providing innovative and commercial solutions in order to see his clients continue to succeed.