Katrina’s role as HR Manager for Sydney sees her work closely with the executive team and operational leaders to implement strategic HR initiatives across the business to ensure the successful delivery of HR services.

Katrina has over 10 years of experience providing HR services in the professional services industry, including 2 years working in London. She has gained experience spanning all areas of HR including best practice recruitment, onboarding, performance management and employee engagement. She works with both staff and clients of the firm to provide expert HR advice on both general queries and complex issues.

Katrina has a genuine interest in people and takes an empathic and flexible approach towards HR issues. She builds relationships balancing her understanding of both business and employee needs, whilst utilising her knowledge of employment law and experience managing successful HR approaches. 

She takes an empowering approach with her team, staff and clients, which allows her to continuously create an environment full of opportunities. Her passion for providing an encouraging and supportive environment while maintaining high standards for delivery allows her to build and maintain sustainable relationships throughout the office. 

Having worked in the industry for over 20 years, Neil enjoys the opportunity to bring his wealth of experience to provide clients with solutions to their business, tax and financial problems. His experience includes working with a range of clients from individuals through to ASX listed companies.

Neil brings a depth of technical understanding and a high level of accuracy to his work. Through maintaining a high level of professional continued education, Neil has developed specialist skills in the application of tax effect accounting in financial statements and the operation and compliance issues surrounding SMSFs. Neil takes a collegiate approach to his work in order to gain the best outcome for his clients. 

Neil also manages the Share Registry Division of Nexia Sydney, Next Registries, which includes providing advice on share registry and ASX practice.

Amy has been a member of the team at Nexia for over five years. 

Her experience in business advisory services is well rounded and covers a range of industries. She is particularly proud of working with numerous successful start-up companies with respect to compliance, payroll, and management reporting. She is also knowledgeable in cloud accounting services.

Amy takes a proactive approach to her work and aims to maintain a strong technical proficiency. She also aspires to be efficient and approachable with respect to her clients.

Debbie has over 20 years of experience working in all aspects of Self-Managed Superannuation Funds and has been a member of the Nexia team for over 14 years. 

She focuses on providing a bespoke and holistic ‘concierge’ service for her clients’ SMSF and Portfolio Management. Passionate about client service, her aim is to mitigate the administration burden for her clients’ financial affairs so they have piece of mind when making important decisions.

Debbie works closely with the Financial Advisers in the Nexia Sydney Financial Solutions team to provide proactive advice to her clients in order to ensure their objectives are met, and exceed their expectations. She prides herself on being professional and efficient in her work, and aims to gain unique insights into her client’s needs.

Debbie builds lasting relationships and has long standing clients of over 20 years.
 

Surein has experience in law firms and both medium and Big 4 accounting firms working in corporate and international tax. His clientele includes governmental bodies, Significant Global Entities (SGEs), multinational enterprises, ASX listed companies, private companies, individuals and trusts.

Surein has specialised in tax structuring and has experience in relation to share and asset acquisitions, transfer pricing, CbC reporting, capital gains tax rollover relief, tax consolidation, the utilisation of carried forward tax losses and repatriation of profits.

Surein has also completed his Masters of Laws (Tax) from the University of Sydney with a distinction average.

Raoul is passionate about small business and provides services ranging from consulting to tax compliance and management accounting.

He specialises in: 

Fringe Benefits Tax and salary packaging 

As Senior Manager of the Fringe Benefits Tax (FBT) team, Raoul provides valuable expertise to both the firm and its clients, including schools where he has hosted FBT presentations. His knowledge has helped clients and their staff optimise the benefits of salary sacrifice arrangements.

Wine Equalisation Tax 

Working with a number of businesses in the wine industry has given Raoul a firm grasp of the complex Wine Equalisation Tax (WET) regime, so he can help clients comply with these tax rules and identify opportunities for claiming the WET rebate.

George combines his sound taxation knowledge together with his expertise in South Australian State Taxes to help achieve great outcomes for his clients. 

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.

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.

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.