A firm believer in connecting the best of traditional wealth management with modern technological capability, Giulio’s dedication to the discipline is only matched by his commitment to clients. Through his highly-engaging and affable manner, Giulio works to establish rapport, build trust and subsequently, finds practical solutions to complex problems.

Recognised as a well-rounded advisor with an in-depth understanding of financial markets and economic principles, Giulio specialises in client liaison, developing strategic advice, providing wealth management administrative support and software as a service to utilise real-time functionality to demonstrate real-world possibilities.

A former small-business owner, Giulio understands the trials and tribulations of commerce and with such grounding, is appropriately skilled and experienced to help expedite your financial success.

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.

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.

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.