Throughout his career, Phil has worked with many clients across a broad spectrum of industries; ranging from small to medium size businesses through to large multinational companies. Phil has also assisted the key stakeholders in these businesses with their own personal tax obligations.

Phil co-manages the day to day operations of Knowledge Shop Limited and regularly presents on topical tax issues for the Knowledge Shop, Chartered Accountants Australia & New Zealand (CAANZ) and other Auckland based Chartered Accountancy firms.

Within CAANZ, Phil is Chair of the Auckland Branch Operational Tax Liaison Group. Phil is also the Auckland representative on the National Tax Liaison Committee.

Phil holds a Bachelor of Business and is a Fellow Chartered Accountant and was awarded his Fellowship for his services to the profession in 2019 by the Chartered Accountants Institute of Australia and New Zealand (CAANZ).

Tristan has expertise in the areas of tax, business restructuring, forecasting, offshore expansions, negotiations, mergers and acquisitions, business valuations and business development.

A regular presenter at Knowledge Shop training sessions, Tristan has presented for the Chartered Accountants Australia & New Zealand (CAANZ) on the topics of business restructuring and business ethics.

Amanda's involvement in both day-to-day accounting and strategic planning helps clients define their business and financial goals, and achieve them. She has a clear focus on profit growth and wealth creation with specific expertise in financial forecasting, restructuring, due diligence, business valuations, management accounting and KPI reporting.

Amanda is also a treasurer of Collaborative Advocacy NZ and is a past elected board member of the North Harbour Hockey Board.

An active member of the Franchise Association of New Zealand (FANZ), Amanda is passionate about helping franchise businesses grow and improve performance.

Shelley-ann joined the Auckland office Tax Team in 2007 coming from Ernst & Young. Shelley-ann has specialised in the provision of tax consulting services for more than 20 years and prior to that she had 5 years’ experience in the provision of both audit and business advisory services.

Shelley-ann’s client base ranges from high net worth individuals, trusts and SMEs, through to large multinational companies and other chartered accountantcy firms. Shelley-ann’s experience includes international structuring, business acquisitions and disposals, property transactions, international tax, GST and other indirect taxes, tax compliance, IRD audits, tax affect accounting, due diligence, coaching and training staff, and analysis and dissemination of new tax legislation.

In addition, Shelley-ann is a director of Knowledge Shop Limited, the resource centre for professional accountants and co-manages the day to day operations. She provides tax advice to other professional accounting firms through the Knowledge Shop Q & A service, and provides regular continuing education to Knowledge Shop members to keep them up to date with legislative changes.

Allison is a Client Services Director in Business Advisory, during which time she has 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.

A qualified Chartered Tax Advisor, Winson has over 13 years’ experience with a specific focus on Private and International Taxation.

Winson has extensive experience providing taxation services to Australian and International clients operating in a broad range of industries, including small to large enterprises and high net worth individuals that utilise corporate and trust structures. His expertise extends to not-for-profits, property, business transactions and employment taxation.

Winson has a strong desire to understand his client’s needs in order to provide practical and tailored solutions. His broad knowledge and experience allows him to take a holistic approach when advising on taxation matters and identifying additional opportunities for his clients.

Rodney joined the Nexia Canberra team in 2000. 

He works with a diverse range of clients from individuals and start-ups through to larger organisations and not-for-profit entities. 

Rodney has extensive experience in income tax return preparation for all entity types, preparation of financial accounts as well as budgeting and cash flow analysis.

Kalista joined the Nexia Canberra team in 2004. 

She has extensive experience in income tax return preparation for all entity types, preparation of financial accounts as well as budgeting and cash flow analysis. 

Passion and purpose; two words that typify Fran’s approach. Committed to helping people realise these ambitions, Fran advocates a wealth mindset, one which she achieves through financial empowerment. She does this by breaking down and explaining complex financial products and concepts in a straightforward and plain-English manner.

Recognised for her positive and proactive character, Fran understands the gravity of being entrusted to guide a person’s financial journey and thus, works quickly to establish confidence and rapport. Specialising in a bespoke financial services offer, Fran tailors individual plans to service the needs of each client’s unique situation. Areas of specialisation include wealth management, financial services, retirement planning and superannuation. She is well-credentialed, a valued mentor and sought after presenter.

If you’re looking for a media savvy and well-respected practitioner who is determined to unlock your financial potential, look no further.

Vishal has worked in the accounting industry for over 20 years, including 5 years of experience working in India where he commenced his career.

Whilst Vishal currently specialises in working with Corporate, Government and Not-for-Profit entities, he has a diverse client base and has worked with public companies, multinationals, large proprietary companies, and family businesses across a range of sectors and industries. These industries include Technology, Renewable Energy, Manufacturing, AFSL, Media and Construction.

Vishal aims to be seen as approachable by his clients and strives to develop strong and genuine relationships in order to obtain a deep understanding of his client’s needs. He is committed to creating value for clients through providing tailored and practical solutions and is passionate about advising and implementing efficient risk management controls.