James is a forward thinker who likes to keep clients up to date on their current financial situations to ensure they can make decisions based on relevant and timely information. He is meticulous in nature which allows him to produce high quality reports using both excel and external accounting software, that clients can rely on.

Business consulting

James undertakes monthly reporting including forecasting and budgeting for clients in the professional services, retail, property and construction and wholesale industries. This allows them to have current financial data presented in a user-friendly way to allow them to make decisions.
He is also able to assist with business plan analysis to ensure projected balance sheet, profit and loss, and cash flow analysis are as accurate as possible.

Taxation and corporate compliance

James assists clients with meeting their taxation requirements including assisting with Fringe Benefits Tax and Goods and Services Tax. He is also able to assist clients with meeting their ASIC obligations by producing share transfer, allotment forms and minutes when required.

Ken’s understanding of the range of taxes including income, fringe benefits, PAYG, GST, Capital Gains Tax, and payroll tax qualify him to assist with queries on a broad range of topics.

Ken's experience includes dealing with the Taxation Department, this includes successful objections to assessments and successful applications for Private Rulings. Ken has appeared before the Administrative Appeals Tribunal on behalf of clients in relation to taxation and valuation matters in connection with Centrelink assessments.

Ken has over 30 years of experience in valuation work and has been called upon to value a wide range of businesses that have been tested in the Family Courts for property settlement disputes and in relation to stamp duty submissions.

Dealing with the special taxation treatment of deceased estates has been an expertise Ken has gained over 25 years of working with solicitors on deceased estates. 

Nigel’s primary consulting is the completion of audit and assurance engagements for clients. His current client base includes ASX listed entities, large proprietary companies, government entities and associations. Nigel has also participated in various Chartered Accountants Australia and New Zealand committees.

Nigel’s career history covers work in the audit division of one of the “Big 4” accounting firms, as well as many years in various commercial accounting roles. He has experience in a wide range of industries and financial environments.

Nigel now uses the expertise gained throughout his career as an accounting practitioner and commercial accountant to consult to clients at Nexia Australia - Brisbane Office.

Jono began his career as a tax consultant with a Big 4 accounting firm, where he specialised in providing tax advisory and compliance services for high net worth individuals and large enterprises (both New Zealand and offshore), as well as providing advice on tax residency, employment and transactional tax matters.

Having spent several years with milk products manufacturer, Synlait Milk, he gained invaluable experience in strategy and innovation, leading R&D and capital programmes from concept through to business case, development and launch.

Jono’s commercial experience will assist our clients to effectively manage the compliance side of their R&D and capital projects, including financing, regulatory requirements and R&D tax credit claims.

Outside of work, Jono enjoys spending time with his wife Sarah and young family, and he makes the most of Canterbury’s amazing great outdoors year round (skiing, cycling, camping and swimming).

Benjamin has worked with diverse stakeholders, including the big banks, the  Australian Taxation Office, the Department of Defence, and businesses large and small. His strong, process-driven analytical and systems development skill-set, honed from working in a range of industries, enables him not only to detect errors and weaknesses in processes and systems, but to use data to help leaders identify opportunities for organisational growth, improvement, diversification and profitability.  

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.

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.

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. 

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. 

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.