Content tagged Managers

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

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Sydney Staff

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Our Team

Naomi Smith

Naomi Smith

Naomi is a Taxation Consultant at Nexia Canberra specialising in Australian and UK Tax advice.
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Professional experience

Naomi joined Nexia Duesburys Tax Consulting Division in January 2016, bringing 15 years of diverse tax and accounting experience gained in Australia and the UK where she was a Senior Tax Manager at a top five chartered accounting firm. Naomi has advised many high profile wealthy clients, entrepreneurs and internationally mobile clients. Naomi has a talent for solving complex tax issues whilst meeting the client’s wider needs.

Naomi is an Australian and UK tax adviser and she advises UK expatriates on the complexities of the UK and Australian tax systems.

Naomi is a specialist superannuation law adviser and assists the firm’s superannuation fund clients in their compliance with that law, the development of pension strategies and estate planning.  

Qualifications

Bachelor of Accounting at Charles Sturt University (NSW)

Professional tax writer (written for Tolley’s/Lexis Nexis, Tax Advisor and Taxation magazines in the UK).

Authorised representative of the SMSF advisers network (AFSL number 430062)

UK and Australian Chartered Adviser

Skills

  • Estate planning
  • UK inheritance tax issues
  • Superannuation and retirement issues
  • On-shore and off-shore trusts
  • International tax matters (such as residency issues, capital gains tax, partnerships and owner managed businesses)
  • UK tax issues

Canberra Staff

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Our Team

Paul Clements

Paul Clements

Paul is a Director at Nexia Melbourne Wealth Strategies Pty Ltd and an Authorised Representative of Count Financial Ltd (No. 286809)
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Professional experience

Paul has over 30 years of experience in the provision of financial / accounting and taxation advice and over 10 years as a financial planner. 

Paul is authorised to provide advice in the following areas:

  • Basic deposit products 
  • Life Insurance
  • Government debentures, stocks and bonds
  • Managed investment schemes
  • Retirement Savings Accounts
  • Superannuation
  • Margin Lending
  • Business Insurance
  • Defined Benefit Superannuation Schemes
  • Self Managed Superannuation Funds

Visit Nexia Melbourne Wealth Strategies for more information.
 

Qualifications

Bachelor of Commerce 

Chartered Accountant

Graduate Certificate in Financial Planning

Registered Tax Agent

Authorised Representative of Count Financial Ltd
(ABN 19 001 974 625, AFSL No. 227232)


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Please note, taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited. 
 

Our Team

Greg Baker

Greg Baker

Greg is a Senior Financial Planner at Nexia Melbourne Wealth Strategies Pty Ltd and an Authorised Representative of Count Financial Ltd (No. 1001755)
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Professional experience

Greg has over 23 years of experience in the provision of financial services and wealth creation advice and has worked with UBS Wealth, Macquarie Private Wealth JB Were, Pitchers and Westpac Private and also as a Senior Actuarial Analyst. He is committed to his clients and strives to go above and beyond for each individual.

Greg is authorised to provide advice in the following areas:

  • Basic deposit products
  • Life insurance
  • Government debentures, stocks and bonds
  • Managed investment schemes
  • Retirement Saving Account
  • Superannuation
  • Defined Benefit Superannuation Schemes
  • Business Insurace
  • Self Managed Superannuation Funds

Visit Nexia Melbourne Wealth Strategies for more information. 
 

Qualifications

Bachelor of Applied Science from Latrobe University – completed 1981

Graduate Diploma Education from Latrobe University – completed 1982

Diploma of Financial Planning 2016

Certified Financial Planner since 2000

Registered Tax (financial) Adviser from 2016

Certified Financial Planner® Professional of Financial Planning Association of Australia
 

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Please note, taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
 

Our Team

Thilini Ratnayake

Thilini Ratnayake

Thilini is a Financial Planner at Nexia Melbourne Wealth Strategies Pty Ltd and an Authorised Representative of Count Financial Ltd (No. 472305)
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Professional experience

Thilini has over 5 years of experience in the financial planning industry. Starting as a graduate Paraplanner, she has gradually progressed to the role of a financial planner. 

Thilini is authorised to provide advice in the following areas:

  • Basic deposit products 
  • Life insurance 
  • Government debentures, stocks and bonds
  • Managed investment schemes
  • Retirement Savings Accounts 
  • Superannuation
  • Self Managed Superannuation Funds
  • Aged Care Advice

Visit Nexia Melbourne Wealth Strategies for more information.
 

Qualifications

Bachelor of Commerce degree (Majoring in Accounting, Finance & Financial Planning)

Graduate Certificate in Financial Planning
 

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    Please note, taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited. 

    Our Team

    Alana Lesan

    Alana Lesan

    Alana is a qualified Financial Adviser of Edwards Marshall Financial Solutions.
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    Professional experience

    Alana specialises in providing personal insurance advice to clients to ensure that their lifestyle is financially protected in the event that they become sick or injured.

    Client’s benefit from Alana’s strong understanding of the personal insurance industry and the products available. She is able to tailor a solution to her client’s needs taking into consideration their lifestyle, commitments and personal circumstances. 

    Alana has been working in the financial planning industry since 2007, and specialising in personal insurance since 2009. She has comprehensive technical knowledge of life insurance products and an understanding of how different products and insurers will respond at time of claim. It is this insight which means that her clients are provided with a full wealth protection plan tailored to their individual needs which they can have confidence in should the need arise for them to make a claim.

    Alana’s knowledge allows her to maximise the opportunities available to her clients taking into consideration their personal circumstances. She is a reliable asset to have on side should the need to make a claim arise. 

    Alana Lesan is an Authorised Representative (No. 439 937) of Edwards Marshall Advisory Pty Ltd | AFSL 479 792.

    Qualifications

    Bachelor of Applied Finance

    Diploma of Financial Planning 

    Authorised Representative  of Lonsdale Financial Group

    Skills

    • Financial Planning 
    • Personal Insurance
    • Wealth Protection Planning

     

    News by Alana Lesan

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    Adelaide Staff

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    Our Team

    Claire Ward

    Claire Ward

    As a member of Nexia's Financial Reporting Advisory team, Claire has a strong foundation in IFRS and Australian Accounting Standards.
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    Professional experience

    Claire has presented and worked on a number of technical and training assignments relating to new accounting standards and legislative updates, including assisting several entities with the implementation of new and revised International Financial Reporting Standards and Australian Accounting Standards. 

    Claire is currently active in the provision of training and accounting advice within Nexia Australia and works on a variety of clients providing analysis and advice within the accounting, finance and audit environment.

    Claire has over 10 years’ experience in providing audit and accounting advice. Before joining Nexia in 2013 she was an Audit Manager at a Big 4 accountancy firm in the UK. In this role she led a variety of large multi-location and multi-divisional audits, managing the audit approach and the key stakeholders to ensure smooth, efficient and on-time deliverables.

    Her clients include several entities in the not-for-profit sector ranging from large charities, universities, academies and foundations, entities in the public sector, owner managed businesses, large listed entities and many more.

    Qualifications

    Associate of The Institute of Chartered Accountants in England and Wales

    Skills

     

    Sydney Staff

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    Our Team

    Alanah Boylon

    Alanah Boylon

    Alanah is the Director in Superannuation, a specialist division within Business Consulting at Nexia Edwards Marshall.
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    Professional experience

    Alanah deals with all aspects of establishment, compliance and management of self-managed superannuation funds (SMSFs).

    With nearly 20 years’ experience, including 16 years at Grant Thornton in the provision of taxation and accounting services for SMSFs, small-to-medium-sized businesses and professionals, Alanah now specialises in SMSFs and their tax implications.

    Alanah uses her knowledge and skills to develop strategies and find solutions to complex issues involving superannuation and taxation.

    Qualifications

    Bachelor of Accountancy

    Member of Chartered Accountants Australia and New Zealand

    Chartered Tax Adviser of The Tax Institute

    Skills

    Superannuation

    In recent years, superannuation has cast a shadow of doubt over many people’s plans for retirement. Alanah’s aim is to help clients feel confident about retirement and estate planning, rather than uncertain or fearful. Her extensive background in taxation means she can provide advice not only on superannuation but also on an entire group of entities – and, importantly, ensure the most tax-effective outcome.

    Alanah is an expert in the field of excess contributions tax, Division 293 tax, pension arrangements and segregated funds. This expertise, coupled with her extensive knowledge of superannuation legislation, can assist a diverse range of clients.

    Business Consulting

    Before focusing on self-managed superannuation funds, Alanah delivered taxation and strategic business advice, specialising in assisting high-wealth investors, real estate agents, health professionals, not-for-profit organisations and primary producers.

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    Our Team

    Darren Chinnappa

    Darren Chinnappa

    Darren is a self-managed superfund (SMSF) specialist and Supervisor within Nexia Sydney's Superannuation Solutions division.
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    Professional experience

    Darren has been a member of the Superannuation Division at Nexia Sydney for over eight years. During this time, he has developed several areas of expertise including all aspects of superannuation and compliance (in particular SMSF’s), managing complex superannuation structural issues as well as retirement and estate planning.

    Darren provides clients with tailored strategies and holistic financial advice specific to SMSF's, which ranges from the establishment of SMSF's to strategic advice around contributions/pensions.

    Darren is a registered Chartered Accountant, who is authorised to provide superannuation advice under Nexia Sydney Financial Solutions Pty Ltd's AFSL.

    Qualifications

    Member of Chartered Accountants Australia & New Zealand

    Chartered Accountant SMSF Specialist

    Diploma of Financial Planning (DFP)

    Bachelor of Commerce (Accounting and Finance)

     

    Skills

     

    Sydney Staff

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