Content tagged Managers

Our Team

Jeremy Fox

Jeremy Fox

Jeremy is the Associate Director in Corporate Finance at Nexia Brisbane.
Contact LinkedIn

Professional experience

Jeremy is an Associate Director specialising in Corporate Finance and Mergers & Acquisitions, with 10 years’ experience in a diverse range of corporate and transaction advisory services across all industries, as well as management consulting and research / feasibility modelling for opportunistic investments and acquisitions.

Jeremy brings specialist expertise in Mergers & Acquisitions – acting on both sell-side and buy-side mandates; Valuations (Statutory & Non-Statutory) – valuations of businesses/entities financial instruments and intangible assets; Financial Modelling & ForecastingDue DiligenceCapital Raising – for both privately-held and publicly-listed entities; Restructuring Advisory; and Divestment.

On top of his proficiency in transactions and advisory, Jeremy has also provided organisational strategy and performance consulting to many top-tier companies with the aim to align the success of individual employees, management and companies as a whole. 

Prior to joining Nexia, Jeremy was an Associate Director at an alternative asset hedge fund specialising in property development and venture capital investments. 

Qualifications

Bachelor of Business (Accounting & Finance) 

Master of Valuation and Acquisition Financial Modelling - Certificate

 

Skills

  • Transaction Advisory – Mergers & Acquisitions
     
  • Financial Modelling & Forecasting
     
  • Business Valuations
     
  • Financial Instrument Valuations
     
  • Due Diligence 
     
  • Capital Raising
     
  • Management Consulting

Brisbane Staff

Show the relevant contacts from Loading
Loading...

Our Team

Ben Isaac

Ben Isaac

Ben is the Manager in Forensic Accounting at Nexia Brisbane.
Contact LinkedIn

Professional experience

Ben has been working in the forensic team at Nexia for 5 years and has been a qualified Chartered Accountant since June 2017.

During this time, he has gained experience in a full range of forensics work. Ben has worked on fraud investigation, managed various internal audit engagements with particular emphasis on control risk review and making recommendations for improvement. During his time at Nexia he has gained a wide range of industry experience including internal audits for various not for profit entities including aged care and schools. He has also completed valuations for both Family Law and commercial purposes, prepared Independent Expert Reports for listed company acquisitions and completed economic loss calculations for personal injury and commercial litigation matters.

Ben’s first role was as an auditor in a boutique chartered accounting firm that specialised in providing audit and assurance services to motor dealerships with clients across Queensland and the Northern Territory. Having worked in this role for two years prior to joining Nexia, Ben is able to bring this audit experience to his role in the Nexia Forensics Team.

Qualifications

Chartered Accountants Australia and New Zealand

Bachelor of Business (Accounting)

Skills

  • Forensic Services
     
  • Internal Audit and Governance
     
  • Business Valuation and Appraisal
     
  • Expert Witness
     
  • Shadow Witness

Brisbane Staff

Show the relevant contacts from Loading
Loading...

Our Team

Philip Nguy

Philip Nguy

Philip is a Manager in the Audit and Assurance division at Nexia Australia - Sydney Office.
Contact V-Card

Professional experience

Philip has been providing audit and assurance services to clients for over 10 years, including a secondment in the UK, and has extensive experience in managing, planning, and conducting financial statement audits to both private and public sector entities in Australia.

Philip’s area of expertise includes the provision of financial audit and assurance services to SMEs, large proprietary companies, multinationals, local government councils, and various member-based and not-for-profit organisations.

Philip has a strong desire to understand his clients’ needs and the environment in which they operate so that he can deliver customised and practical solutions. He maintains close client relationships by being open and approachable with a keen sense of humour, and actively involved in all his engagements, allowing him to provide a personal and tailored service to all his clients.

Qualifications

Bachelor of Commerce

Bachelor of Economics

Chartered Accountant (CAANZ)

Skills

  • Audit and Assurance

  • Financial Reporting

  • Local Government

  • Not-for-Profits

  • Member Based Organisations

  • Independent Schools

 

Sydney Staff

Show the relevant contacts from Loading
Loading...

Our Team

Nicholas Bennett

Nicholas Bennett

Nicholas is an Audit Manager of the Audit and Assurance division at Nexia Australia - Sydney Office.
Contact LinkedIn V-Card

Professional experience

Nicholas specialises in audit and assurance services and has over 6 years’ experience as a professional in audit and accounting. He has experience in providing complete audits to both local and international clients.

Nicholas enjoys providing innovative solutions to his clients in order to see their businesses grow. His ability to identify issues and provide solutions to improve business processes and outcomes for his clients ensures he provides a comprehensive service beyond the agreed compliance deliverables.

His specialist industry experience includes auditing not-for-profit organisations, education, manufacturing, agribusiness and property and construction.

Qualifications

Masters of Professional Accounting

Chartered Accountant

Bachelor of Applied Science (Exercise and Sport Science)

Skills

  • Audit and Assurance

  • Not-for-Profits

  • Education

  • Agribusiness

  • Wine and Manufacturing

  • Property and Construction

 

Sydney Staff

Show the relevant contacts from Loading
Loading...

Our Team

Bob Lu

Bob Lu

Bob is a Manager within our Business Advisory division within the Nexia Australia - Sydney Office.
Contact LinkedIn V-Card

Professional experience

Bob has worked in business advisory for over 15 years. His specialist areas include Taxation Advisory, Business Advisory and Business Solutions.

Bob maintains an easy-going and approachable manner with his clients and aims to build a strong relationship with his clients. He prides himself on his ability to provide beneficial and tailored advice based on his clients’ wants and needs.

Bob was also the recipient of the Advanced Tax Dux Awards presented by the Tax Institute in 2010.

Qualifications

Bachelor of Commerce (Accounting)

Member of the Institute of Chartered Accountants Australia & New Zealand

Chartered Tax Adviser of the Tax Institute

Skills

  • Business Advisory

  • Fringe Benefits Tax

  • Tax Advisory

  • Business Solutions

 

Sydney Staff

Show the relevant contacts from Loading
Loading...

Our Team

Cheryl-Anne Szanto

Cheryl-Anne Szanto

Cheryl-Anne is a Senior Manager in our Business Advisory division within the Nexia Australia - Sydney Office.
Contact LinkedIn V-Card

Professional experience

Cheryl-Anne has worked in business advisory for over 35 years. During this time, she has developed her specialities in tax compliance, tax planning, and structuring.

Cheryl-Anne enjoys working closely with her clients and connecting with them on a personal level to ensure they achieve the best outcomes for their businesses. Known for her tenacious spirit and ability to make things happen, she is always looking for ways to work smarter and more efficiently.

Qualifications

Bachelor of Economics

Fellow of CPA Australia

Registered Tax Agent

Justice of the Peace

Skills

  • Business Advisory

  • Tax Advisory

  • Tax Compliance

  • Asset Protection

  • Tax Planning

  • Structuring

 

Sydney Staff

Show the relevant contacts from Loading
Loading...

Our Team

Karen Gregor

Karen Gregor

Karen is a Senior Manager in Nexia Edwards Marshall’s Business Consulting and Taxation divisions.
Contact

Professional experience

Karen joined the firm in January 2000. She has experience in providing taxation and accounting services to small and medium-sized businesses and professionals.

Karen’s sharp eye for detail and close relationships with clients are key factors in her exceptional level of service. She works with clients throughout the life cycle of their business by advising them during its establishment and operation, then, if necessary, working on exit strategies and winding up. 

Karen has advised clients across many areas and is always seeking the most tax-effective approach, depending on individual circumstances. She undertakes taxation planning, followed by execution and implementation.

She has helped many clients deal with difficult areas of taxation law, including GST and CGT, working with them to find a solution, even when the legislation is ambiguous. Beyond taxation, she helps clients with their management reporting, cash flow forecasts and budgeting. Karen also has extensive experience with training and use of Reckon Accounts (formerly QuickBooks) and experience with MYOB.

Karen enjoys working with clients to structure their businesses to achieve the best outcomes. She helps establish tax-effective structures for new business as well as advising on business acquisitions and sales. As business groups grow and change, so must their structures – and Karen can assist in this area too.

Karen excels in advising clients on difficult areas of taxation law, working with them to achieve the best possible outcomes. 

Qualifications

Bachelor of Commerce

Chartered Tax Advisor

Associate of Chartered Accountants Australia and New Zealand

Fellow of The Tax Institute

Skills

Taxation Planning

Taxation Law

Management Reporting

Cash Flow

Budgeting

News by Karen Gregor

Loading...

Adelaide Staff

Show the relevant contacts from Loading
Loading...

Our Team

Megan Odgers

Megan Odgers

Megan is a Manager within Business Consulting and Taxation at Nexia Edwards Marshall.
Contact

Professional experience

By working closely with her clients Megan ensures that they are meeting their business objectives whilst integrating this with their private affairs, for the optimum financial result.

Megan works with her clients to ensure income and assets are maximised and smart structures are in place to protect these valuable assets. Megan achieves this by regularly meeting with and monitoring her client’s operations and net worth on a regular basis. In addition to the compliance requirements Megan assists clients with budgeting, management reporting and cash flow.

Megan has considerable experience with the provision of management and business consulting services. She is able to assist her clients with any aspect of their business needs by providing practical, well thought out advice. 

Qualifications

Bachelor of Commerce (Accounting)

Member of Chartered Accountants Australia and New Zealand. 

Compliance

Budgeting

Management Reporting 

Cash Flow

Skills

Management and Business Consulting Services

Business Advisory

News by Megan Odgers

Loading...

Adelaide Staff

Show the relevant contacts from Loading
Loading...

Our Team

George Wilcox

George Wilcox

George is a Business Advisory Manager within the Nexia Australia - Sydney Office.
Contact LinkedIn

Professional experience

George understands that no two business are the same and has a strong desire to understand his client’s individual needs. He enjoys providing his clients with timely and personalised business advice to see them achieve their goals.

He has experience working in taxation and management consulting, group structuring for tax purposes, cloud accounting software knowledge, international subsidiary advice and financial statement preparation.

He aims to build strong relationships through open communication and maintains an easy-going and approachable manner with his clients and fellow team members.

Qualifications

Bachelor of Business

Member of the Institute of Chartered Accountants Australia & New Zealand

Skills

  • Business Advisory
  • Taxation Advisory
  • Business Consulting
  • Tax Compliance
  • Group Structuring
  • Management Consulting

Sydney Staff

Show the relevant contacts from Loading
Loading...

Our Team

Allison Sree

Allison Sree

Allison is a Manager in Business Advisory within the Nexia Australia - Sydney Office.
Contact

Professional experience

Allison has worked in business advisory for over 14 years, during which time she worked with a diverse range of clients including start-ups, professional businesses, investment-related entities and high net worth individuals.

Allison has a strong background working with commercial clients, which provides her the experience and knowledge to apply her business acumen and critical thinking to deliver personalised solutions for her clients. Through her commercial experience, she has developed experience in tight management of working capital, implementation of overhead reduction and re-negotiations with key suppliers and customers, she has also assisted clients with compliance of the regulatory framework.

Allison’s main goal is to understand her client’s needs, so she can take care of their finance function so they can focus on the operations of their businesses. Her client-focused approach and experience in providing accounting compliance, reporting services and continuous review and improvement to clients, allows her to provide genuine value to their businesses.

Allison genuinely enjoys developing strong relationships with her team and clients and shows her appreciation through developing meaningful relationships and regularly staying in touch.

Qualifications

Bachelor of Business

Certified Practising Accountant

Skills

  • Business Advisory
  • International Subsidiaries
  • Business improvement strategies
  • Management Consulting
  • Management and financial accounting
  • Statutory reporting
  • Accounting Compliance
  • Cashflow and Working Capital Management
  • Startups
  • Reporting Frameworks

Sydney Staff

Show the relevant contacts from Loading
Loading...