Content tagged Managers

Our Team

Debbie Hussein

Debbie Hussein

Debbie is the client services manager for our Concierge Administration Service within Nexia Sydney Financial Solutions Pty Ltd.
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Professional experience

Debbie has over 20 years of experience working in all aspects of Self-Managed Superannuation Funds and has been a member of the Nexia team for over 14 years. 

She focuses on providing a bespoke and holistic ‘concierge’ service for her clients’ SMSF and Portfolio Management. Passionate about client service, her aim is to mitigate the administration burden for her clients’ financial affairs so they have piece of mind when making important decisions.

Debbie works closely with the Financial Advisers in the Nexia Sydney Financial Solutions team to provide proactive advice to her clients in order to ensure their objectives are met, and exceed their expectations. She prides herself on being professional and efficient in her work, and aims to gain unique insights into her client’s needs.

Debbie builds lasting relationships and has long standing clients of over 20 years.
 

Qualifications

Advanced Diploma of Accounting

Skills

  • Self-Managed Superannuation Funds (SMSF’s)
  • Superannuation Compliance
  • Superannuation Solutions
  • Financial Accounting
  • Financial Reporting

Sydney Staff

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Our Team

Surein Watson

Surein Watson

Surein is a Senior Tax Manager at Nexia Sydney, with over 6 years’ experience.
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Professional experience

Surein has experience in law firms and both medium and Big 4 accounting firms working in corporate and international tax where his clientele includes governmental bodies, Significant Global Entities (SGEs), multinational enterprises, ASX listed companies, private companies, individuals and trustees.

Surein has specialised in tax structuring and has experience in relation to share and asset acquisitions, transfer pricing, CbC reporting, capital gains tax rollover relief, tax consolidation, the utilisation of carried forward tax losses and repatriation of profits.

Surein has also completed his Masters of Laws (Tax) from the University of Sydney with a distinction average.

 

Qualifications

Master of Laws (Tax) – University of Sydney

Bachelor of Laws – Murdoch University

Bachelor of Commerce (Finance) – Murdoch University

Graduate Diploma in Legal Practice – College of Law

Admitted to the Supreme Court of New South Wales (2011)

 

Skills

  • Corporate and International Tax
  • Transfer Pricing
  • Research and Development
  • Significant Global Entities

News by Surein Watson

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Sydney Staff

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Our Team

Sarah Richmond

Sarah Richmond

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

With over 20 years experience in the Accounting industry, Sarah Richmond is one of our promising Business Advisory members at Nexia Australia. 

Sarah has exceptional experience in monthly management reporting, auditing, annual accounts compliance, taxation services, for a range of clients within a variety of industries including childcare, manufacturing, construction, mining, and not for profit organisations. Her clients range in size from large corporations with annual turnover in excess of $200 million to individuals with family trusts.

Qualifications

Certified Chartered Accountant 

Bachelor of Business

Skills

Business Advisory

Taxation Consulting

 

Brisbane Staff

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Our Team

Raoul Stevenson

Raoul Stevenson

Raoul is a Senior Manager in Nexia Edwards Marshall’s Business Consulting and Taxation divisions.
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Professional experience

Raoul is passionate about small business and provides services ranging from consulting to tax compliance and management accounting.

He specialises in: 

Fringe Benefits Tax and salary packaging 

As Senior Manager of the Fringe Benefits Tax (FBT) team, Raoul provides valuable expertise to both the firm and its clients, including schools where he has hosted FBT presentations. His knowledge has helped clients and their staff optimise the benefits of salary sacrifice arrangements.

Wine Equalisation Tax 

Working with a number of businesses in the wine industry has given Raoul a firm grasp of the complex Wine Equalisation Tax (WET) regime, so he can help clients comply with these tax rules and identify opportunities for claiming the WET rebate.

Qualifications

Bachelor of Commerce - University of South Australia

Member of Chartered Accountants Australia + New Zealand

Chartered Tax Adviser for The Tax Institute

Skills

Combining knowledge with strategic thinking enables Raoul to objectively review and analyse each client’s situation and determine the best way to maximise business results.

Adelaide Staff

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Our Team

Syed F Sammy

Syed F Sammy

Sammy is a Client Services Manager of Business Advisory at Nexia Perth.
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Professional experience

Sammy has over 12 years’ experience in business advisory and has looked after a number of medium to large business clients in various industries, as well as a number of high net worth individuals. Progressing through to a Senior Client Manager, Sammy has been exposed to a wide range of client activities as well as internal responsibilities.

Sammy creates loyalty amongst his client base, as well as ensuring the best outcome from both a financial & operational standpoint.

Qualifications

Member, Institute of Chartered Accountants in Australia

Master of Professional Accounting, Edith Cowan University

 

Skills

  • Strategic reviews, Capital Gains Tax, GST
  • Preparation of Financial Reports & Income Tax returns for Family Business structures
  • Preparation of monthly management accounts and interpretation of the information for real time feedback to the client
  • Preparation of Budgets and Cash flows
  • Expert negotiator with creditors

News by Syed F Sammy

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Perth Staff

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Our Team

George Papanicolaou

George Papanicolaou

George is an Assistant Manager with Nexia Edwards Marshall's Business Consulting and Taxation division.
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Professional experience

George combines his sound taxation knowledge together with his expertise in South Australian State Taxes to help achieve great outcomes for his clients. 

 

Qualifications

Bachelor of Commerce - University of Adelaide

Member of Chartered Accountants Australia and New Zealand

 

Skills

Business Consulting

George works with his clients to ensure all their compliance obligations are met by providing taxation and financial reporting services to small and medium sized businesses. This includes assisting them with GST compliance and the preparation of Business Activity Statements. 

South Australian Taxation

While having the ability to assist clients with all aspects of taxation, George has specialist knowledge around South Australian State Taxes. This knowledge is invaluable when advising clients on the tax implications on property acquisitions and structuring. 

News by George Papanicolaou

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Adelaide Staff

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Our Team

Alex Peade

Alex Peade

Alex is a Senior in Business Advisory within the Nexia Australia - Sydney Office.
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Professional experience

Alex has been a member of the team at Nexia for 3 years.

He has worked in both our Business Advisory and Audit divisions and has proven himself to be a trustworthy and reliable advisor. Alex specialises in Cloud Accounting Solutions, Employee Entitlements and Small Business Tax Concessions. His main focus is on the hospitality and wine industry.

Alex maintains an easy-going and approachable manner with his clients and aims to build a strong relationship through open communication to ensure they receive the highest level of service.

Qualifications

Bachelor of Commerce - Professional Accounting

Graduate Diploma of Chartered Accounting 

Member of Chartered Accountants Australia & New Zealand

 

Skills

  • Business Advisory
  • Cloud Accounting Solutions
  • Wine Equalisation Tax
  • Systems Review & Process Re-engineering
  • Cash flow forecasting
  • Strategic Planning
  • Tax Compliance & Planning
  • Employee Entitements

News by Alex Peade

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Sydney Staff

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Our Team

James Ding

James Ding

James is a Supervisor of Business Advisory within our Sydney Office and is also Manager of our China Practice.
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Professional experience

James has been with Nexia for the past 8 years and uses his prior experience working in China to assist clients with cross border business advice and overseas investments.

James focuses on providing an efficient and result-oriented approach to his clients. He works with both high net worth individuals and businesses, and specialises in compliance and tax matters for immigrants and people setting-up businesses in Australia. He maintains close client relationships by being approachable and providing a personal and tailored service to all his clients.

He has industry expertise in property development, construction, agriculture and financial services. 

James is also fluent in Mandarin and spent several years working in financial services in China. He is often called upon by different members of the firm for his expertise with our growing Chinese client base.

Qualifications

Chartered Accountant Australia and New Zealand;

Master of Accounting (UNSW);

Bachelor of Law, Economics and Management

Skills

  • Investing Overseas
  • Investing in Australia from Overseas
  • Australia Business Tax Compliance and Tax Structuring
  • Cash Flow Management
  • Cross Boarder Businesses
  • Fringe Benefits Tax
  • Skilled in multiple Accounting Software Packages

Sydney Staff

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Our Team

Natalie Viney

Natalie Viney

Natalie is a Financial Adviser and an Authorised Representative of Nexia Sydney Financial Solutions Pty Ltd.
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Professional experience

Natalie has over eight years experience in the Financial Services Sector and has spent the past two years specialising in Risk Management and Mortgage Broking. Her specialisation in these two areas of financial advice gives her more time to focus on providing tailored solutions for her clients.

Natalie is a very goal driven individual and she applies this same philosophy to her clients and their wellbeing. She always aims to exceed clients’ expectations and provides her clients with high quality service that helps them attain the best possible outcome.  She takes a proactive approach to researching new and innovative products and strategies to ensure clients have access to leading products and services.

She prides herself on building successful relationships and will assist her clients in building protection for themselves and their loved ones, as well as helping them to achieve their personal debt management objectives.

Natalie is a member of the Corporate Social Responsibility Committee at Nexia and actively participates on behalf of the firm by supporting various charities.

Qualifications

Advanced Diploma of Financial Services (Financial Planning)

Bachelor of Business (Accounting)

Diploma in Finance and Mortgage Broking

Skills

  • Insurance (Risk)
  • Debt Management
  • Mortgage Broking
  • Superannuation

News by Natalie Viney

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Sydney Staff

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Our Team

Victoria Habra

Victoria Habra

Victoria is an Authorised Representative of Nexia Sydney Financial Solutions Pty Ltd.
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Professional experience

Victoria is passionate about helping her clients to navigate through the major changes in life and building a secure financial foundation for their future.

Victoria’s main focus is delivering tailored advice to clients based on their individual circumstances. She partners with her clients so that they can make a fully informed decision about the different options available to them in order to achieve the most favorable outcome in their personal situation, and to best meet their financial goals.

Whilst her client base ranges from Generation Y to self-funded retirees, her key specialty is assisting the younger generations to plan for their future so that they can enjoy financial stability  later in life. She incorporates her personal experiences when working with clients to help them set financial goals and create a plan to achieve them. Victoria assist clients in finding a balance between enjoying their lifestyle now whilst building on a strong foundation to be financially prepared for the exciting milestones that lay ahead in their future. 

Victoria has five years’ experience in the financial services industry and is currently working towards completing her CFP® qualification.

Qualifications

Graduate Diploma of Financial Planning (Grad DFP)

Member of the Financial Planning Association of Australia - FPA

Bachelor of Business (Finance & Economics)

Skills

  • Mortgage Broking
  • Financial Planning
  • Investment Planning
  • Wealth Management
  • Superannuation Solutions
  • Personal Insurance
  • Debt financing/consolidation
  • Centrelink

News by Victoria Habra

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Sydney Staff

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