Content tagged Managers

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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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 Lopez

    Alana Lopez

    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 Lopez 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 Lopez

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    Adelaide Staff

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