Content tagged Directors

Our Team

Adam Smith

Adam Smith

Adam is a Manager at Nexia Perth Business Advisory.
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Professional experience

Perceptive, attentive, and well-informed, Adam is fully immersed in his profession. An advisor of significant intellectual capability, he views challenges as opportunities and is committed to refining his skills, knowledge, and approach. Adam’s thorough nature results in unmatched preparedness, a quality resulting in the anticipation of client needs.

Adam specialises in, and is well-regarded for, his work on international tax assignments notably, listed companies performing activities overseas. Further areas of focus and industries serviced include business advisory, business structuring, capital gains tax, corporate tax, financial accounting, individual tax and small businesses. By staying abreast of industry developments and authoring countless financial statements and tax returns, Adam’s knowledge of tax is supreme as evidenced by securing top marks in Western Australia for CA modules Taxation and Financial Accounting and Reporting.

A team-player who makes himself readily available, Adam builds lasting connections and is motivated to help clients and contemporaries realise their potential.

Qualifications

Bachelor of Business - Accounting and Finance (Honours)

Member of Chartered Accountants Australia and New Zealand

Xero Partner

Skills

Perth Staff

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Our Team

Robert Luo

Robert Luo

Robert is a Manager at Nexia Perth Super Solutions.
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Professional experience

Grounded in compliance and strategy, Robert helps clients stay ahead of the ever changing SMSF landscape by deploying rich analytical insights and problem-solving skills to deliver informed and timely advice. He’s in the business of helping people and values the trust clients bestow upon him to guide their superannuation journey.

Robert advises clients on Superannuation Industry Supervision (SIS) compliance rules, self-managed super funds (SMSF), SMSF auditing requirements, estate planning and retirement planning. He is acutely aware the role superannuation plays in a wealth portfolio and accordingly, offers counsel unique to individual requirements. 

A champion for developing strong and lasting working relationships, the Mandarin and Cantonese fluent Robert is committed to delivering high-quality services and by helping to maximise portfolio effectiveness, enables and empowers client success.

Qualifications

Bachelor of Business - Accounting

CPA Australia SMSF Specialist

Member of CPA Australia

SMSF Association Specialist Advisor (SSA)

Perth Staff

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Our Team

Melissa Wickham

Melissa Wickham

Melissa is a Manager at Nexia Perth Business Advisory.
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Professional experience

From agriculture in Queensland to the ski fields of Canada, accounting is a profession that can see your expertise take you across time zones and to that rule, Melissa is no exception. Impressively skilled, extremely capable and highly sought after, Melissa has plied her trade across the globe, most notably, as the Internal Audit accountant for North America’s largest ski resort.

Reliable, approachable and ever available, Melissa predominantly services small-medium enterprise with a particular focus on family businesses. She’s a problem-solver and views the client-advisor relationship as a partnership, one in which she works alongside clients offering a guiding hand to enable their success. Areas of specialisation include business advisory, management accounting, taxation and compliance, processes and systems solution implementation, internal auditing and financial forecasting.

If you’re looking for an accountant with a global perspective yet focuses on delivering local results, look no further.

Qualifications

Bachelor of Commerce - Accounting and Finance

Member of Chartered Accountants Australia and New Zealand

Skills

Perth Staff

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Our Team

Melissa Mulder

Melissa Mulder

Melissa is a Manager at Nexia Perth Business Advisory.
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Professional experience

Highly educated, extremely motivated and client-focused, Melissa is compelled to deliver high-quality and on-time work. A product of the Nexia Perth graduate pipeline, Melissa’s friendly disposition and proactive approach has seen her conquer all challenges and rise through the organisation’s ranks.

Double major qualified, the ability to guide clients on their business journey attracted Melissa to accounting. She delivers accounting and advisory services to small-medium enterprise with a select focus on taxation consulting and business advisory. Further skills include compliance, management accounting and financial forecasting, all of which are used to demystify numbers, explain concepts and through each stage of the business cycle, supercharge client performance.

Melissa genuinely enjoys making a positive contribution and undoubtedly, will enrich your accounting experience.

Qualifications

Bachelor of Commerce - Accounting

Bachelor of Laws

Member of Chartered Accountants Australia and New Zealand

Skills

Perth Staff

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Our Team

Pieter Joubert

Pieter Joubert

Pieter is a Manager at Nexia Perth CFO and Corporate Services.
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Professional experience

Passionate about seeing businesses succeed and grow, Pieter is a socially conscious operator who maintains a forward-looking approach. He stimulates action and elevates performance with the aim to encourage positive outcomes for businesses and the communities they serve.

With over a decade of mid-tier experience, Pieter empowers small family-owned businesses, medium-sized organisations and listed entities by delivering rich analyses and informed insights. His noted attention to detail is channeled through high-quality work, notably, by providing annual budgets, cashflow forecasts, bespoke management accounts, annual financial statements, three-way forecast models and feasibility analysis reports.

An operator who delivers precise, informative and easy-to-understand work, Pieter’s background in audit, where he routinely evaluated the design, implementation and operating effectiveness of internal controls ensures a well-rounded and suitability experienced accountant will always be in your corner.

Qualifications

Bachelor of Accounting (Honours)

Member of South African Institute of Chartered Accountants

Skills

  • Budgeting
  • Cashflow forecasting
  • Feasibility Analysis
  • Financial Reporting
  • Management Accounts
  • Three-way Reporting

Perth Staff

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Our Team

Vicky Yan

Vicky Yan

Vicky is a Manager in Business Advisory at Nexia Melbourne and is experienced with a demonstrated history of working in the accounting industry.
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Professional experience

Vicky has over 13 years of experience in providing advice and assistance to Private /High Net Wealth Clients relating to their Business, Taxation, Accounting, Investment, Capital Gain Tax, Tax Planning, and Estate Planning needs. 

Vicky leads a team of dedicated professionals in the Private/High Net Wealth/Business Advisory and Tax Consulting area of Nexia Melbourne. She has a wide range of clients including high net wealth, real estate agents, property & land developers, and foundations.

Vicky’s strength is on maintaining strong client relationships and combining a business-minded personal approach. She is solutions focused and prides herself on delivering accurate work in a timely manner and also assists clients in making important decisions.

Qualifications

Master of Professional Accounting

Bachelor of Business & Finance

Chartered Accountant

Member of Chartered Accountants Australian & New Zealand

Diploma of Financial Planning

Skills

  • Private/High Net Wealth Clients
  • Business Advisory
  • Tax Planning & Structuring
  • Estate Planning
  • Tax Compliance and Accounting Services
  • Shares & Investments & CGT

Melbourne Staff

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Our Team

John Wilcox OAM

John Wilcox OAM

John is a Director of the Business Advisory division at Nexia Australia - Sydney Office.
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Professional experience

John has been an accountant for over 40 years, during which time he has worked in audit, business advisory and management consulting across a variety of industry sectors in both Domestic and International markets. As Director of Business Advisory, he now puts his wide-ranging expertise to good use whilst advising clients on strategic planning, business planning, structuring and restructuring.  

John is focused on building value in his client’s businesses. He aims to develop frank, honest and open relationships with his clients in order to discover what their motivations are and how he can best help them to achieve their goals. He also builds a high level of trust in his client relationships so that his clients feel as though he has their backs.

John aims to “make the difficult look simple”. He communicates with his clients on a level that they can easily understand. He is always looking to make a difference in people’s lives and will happily go the extra mile to help his clients when they need him.

His passion for helping organisations to succeed extends to a raft of positions with not-for-profit and community welfare organisations. John sits on a number of School Boards and advises many others in relation to financial management and planning. He is well respected for his work with Independent Schools and holds an Order of Australia Medal for his service to education.

Qualifications

Bachelor of Business
Memberof the Institute Chartered Accountants Australia and New Zealand (FCA)

Skills

  • Business Strategy
  • Management Consulting
  • Advisory Services
  • Structuring
  • Large Corporates
  • Subsidiaries of International Companies
  • High Net Worth Individuals
  • Family Business
  • Agriculture
  • Manufacturing
  • Professional Services Industry
  • Media

Sydney Staff

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Our Team

Ferdinando (Fred) Scali

Ferdinando (Fred) Scali

Drawing on over 40 years of experience, Fred brings a wealth of skills from different aspects of accounting to his role as Business Advisory Director at Nexia Australia - Sydney Office.
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Professional experience

Fred works with clients both domestically and internationally in a range of industries. He has specialised expertise and interest is advising clients in the areas of taxation, structuring for asset protection, succession planning, retirement planning and estate planning and management.

He is a past member of the Faculty of Law at the University of Technology Sydney where he taught taxation law for over twelve years and holds, both past and present, a range of Directorships including international chambers of commerce and not for profit organisations, including Skin and Cancer Foundation Australia, the Italian Chamber of Commerce and the Italian Opera Foundation Australia. 

Fred believes in taking a personal approach with his clients whilst maintaining a professional, efficient and determined work ethic. He works in close partnership with all of his clients, using his years of experience to provide advice to assist his clients to succeed. 

Qualifications

Bachelor of Business (Accounting)
Master of Business (Tax Law)
Fellow of the Institute Chartered Accountants Australia and New Zealand (FCA)
Fellow of CPA Australia
Fellow of the Taxation Institute of Australia
Chartered Tax Advisor
Diploma Financial Planning
Registered Company Auditor
Tax Agent
Justice of the Peace

Skills

  • Tax Advisory
  • Tax Structuring
  • Asset Protection
  • Business Strategy
  • Business Solutions
  • Succession Planning
  • Estate Planning
  • High Net Worth Individuals
  • Medical Professionals

Sydney Staff

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Our Team

Ming Kei (Larry) Lam

Ming Kei (Larry) Lam

Larry is a Client Services Director of the Business Advisory division at Nexia Australia - Sydney Office.
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Professional experience

Larry has significant experience in tax compliance, management consulting, assisting professionals, investors, primary producers and medical practices. 

He advises on a diverse range of tax and business matters, including optimising business and investment structures and restructure, CGT treatment, winding up, estate planning, cash flow projections and financial analysis.
 

Qualifications

Bachelor of Commerce

Master of Applied Finance and Investment 

Diploma of Financial Planning

Member of the Institute of Chartered Accountants Australia & New Zealand

Skills

  • Tax & Superannuation
  • Business Solutions
  • High Net Worth Individuals

Sydney Staff

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Our Team

Garvin Jones

Garvin Jones

Garvin is a Director of the Superannuation division at Nexia Australia - Sydney Office.
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Professional experience

Garvin has worked as an accountant for over 20 years and specialises in Superannuation, Family Business and Estate Planning. His technical experience in income tax and superannuation provides SMSFs, High Net Worth Individuals and SMEs with holistic and practical advice. 

He is client-focused and takes time to develop long-term relationships with each of his clients. He takes a solutions-based approach to client work and is always looking for the best opportunity or outcome for his client’s changing circumstances. 

Garvin is focused on developing long-term strategies that benefit his client’s futures. He is particularly passionate about helping people to plan for the transition between work and retirement in a way that sees their financial goals achieved by providing valuable advice on tax planning and compliance, retirement planning and regulatory compliance.
 

Qualifications

Bachelor of Business (Accounting)
CA SMSF Specialist
SMSF Specialist Advisor
Diploma of Financial Planning

Skills

  • Superannuation
  • High Net Worth Individuals
  • Family Business
  • Self Managed Super Funds
  • Estate Planning
  • Retirement Planning

News by Garvin Jones

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Sydney Staff

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