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 & Forecasting; Due Diligence; Capital 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. 

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.

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.

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.

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.

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.

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.