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.

With over 20 years experience in the Accounting industry, Sarah Richmond is one of our promising Business Advisory members at Nexia Australia. 

Sarah has exceptional experience in monthly management reporting, auditing, annual accounts compliance, taxation services, for a range of clients within a variety of industries including childcare, manufacturing, construction, mining, and not for profit organisations. Her clients range in size from large corporations with annual turnover in excess of $200 million to individuals with family trusts.

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.

Sammy has over 12 years’ experience in business advisory and has looked after a number of medium to large business clients in various industries, as well as a number of high net worth individuals. Progressing through to a Senior Client Manager, Sammy has been exposed to a wide range of client activities as well as internal responsibilities.

Sammy creates loyalty amongst his client base, as well as ensuring the best outcome from both a financial & operational standpoint.

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

Alex has been a member of the team at Nexia for 3 years.

He has worked in both our Business Advisory and Audit divisions and has proven himself to be a trustworthy and reliable advisor. Alex specialises in Cloud Accounting Solutions, Employee Entitlements and Small Business Tax Concessions. His main focus is on the hospitality and wine industry.

Alex maintains an easy-going and approachable manner with his clients and aims to build a strong relationship through open communication to ensure they receive the highest level of service.

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.

Natalie has over eight years experience in the Financial Services Sector and has spent the past two years specialising in Risk Management and Mortgage Broking. Her specialisation in these two areas of financial advice gives her more time to focus on providing tailored solutions for her clients.

Natalie is a very goal driven individual and she applies this same philosophy to her clients and their wellbeing. She always aims to exceed clients’ expectations and provides her clients with high quality service that helps them attain the best possible outcome.  She takes a proactive approach to researching new and innovative products and strategies to ensure clients have access to leading products and services.

She prides herself on building successful relationships and will assist her clients in building protection for themselves and their loved ones, as well as helping them to achieve their personal debt management objectives.

Natalie is a member of the Corporate Social Responsibility Committee at Nexia and actively participates on behalf of the firm by supporting various charities.

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.