Content tagged Managers

Our Team

Debbie Hussein

Debbie Hussein

Debbie is the client services manager for our Concierge Administration Service within Nexia Sydney Financial Solutions Pty Ltd.
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Professional experience

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.
 

Qualifications

Advanced Diploma of Accounting

Skills

  • Self-Managed Superannuation Funds (SMSF’s)
  • Superannuation Compliance
  • Superannuation Solutions
  • Financial Accounting
  • Financial Reporting

Sydney Staff

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Our Team

Surein Watson

Surein Watson

Surein is a Senior Tax Manager at Nexia Sydney, with over 6 years’ experience across a broad range of domestic and international tax matters.
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Professional experience

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.

 

Qualifications

Master of Laws (Tax) – University of Sydney

Bachelor of Laws – Murdoch University

Bachelor of Commerce (Finance) – Murdoch University

Graduate Diploma in Legal Practice – College of Law

Admitted to the Supreme Court of New South Wales (2011)

 

Skills

  • Corporate and International Tax
  • Transfer Pricing
  • Research and Development
  • CbC Reporting

News by Surein Watson

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Sydney Staff

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Our Team

Raoul Stevenson

Raoul Stevenson

Raoul is a Senior Manager in Nexia Edwards Marshall’s Business Consulting and Taxation divisions.
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Professional experience

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.

Qualifications

Bachelor of Commerce - University of South Australia

Member of Chartered Accountants Australia + New Zealand

Chartered Tax Adviser for The Tax Institute

Skills

Combining knowledge with strategic thinking enables Raoul to objectively review and analyse each client’s situation and determine the best way to maximise business results.

Adelaide Staff

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Our Team

George Papanicolaou

George Papanicolaou

George is a Manager with Nexia Edwards Marshall's Business Consulting and Taxation division.
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Professional experience

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

 

Qualifications

Bachelor of Commerce - University of Adelaide

Member of Chartered Accountants Australia and New Zealand

 

Skills

Business Consulting

George works with his clients to ensure all their compliance obligations are met by providing taxation and financial reporting services to small and medium sized businesses. This includes assisting them with GST compliance and the preparation of Business Activity Statements. 

South Australian Taxation

While having the ability to assist clients with all aspects of taxation, George has specialist knowledge around South Australian State Taxes. This knowledge is invaluable when advising clients on the tax implications on property acquisitions and structuring. 

News by George Papanicolaou

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Adelaide Staff

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Our Team

James Ding

James Ding

James is a Supervisor of Business Advisory within our Sydney Office and is also Manager of our China Practice.
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Professional experience

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.

Qualifications

Chartered Accountant Australia and New Zealand;

Master of Accounting (UNSW);

Bachelor of Law, Economics and Management

Skills

  • Investing Overseas
  • Investing in Australia from Overseas
  • Australia Business Tax Compliance and Tax Structuring
  • Cash Flow Management
  • Cross Boarder Businesses
  • Fringe Benefits Tax
  • Skilled in multiple Accounting Software Packages

Sydney Staff

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Our Team

Victoria Habra

Victoria Habra

Victoria is an Authorised Representative of Nexia Sydney Financial Solutions Pty Ltd.
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Professional experience

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.

Qualifications

Graduate Diploma of Financial Planning (Grad DFP)

Member of the Financial Planning Association of Australia - FPA

Bachelor of Business (Finance & Economics)

Skills

  • Mortgage Broking
  • Financial Planning
  • Investment Planning
  • Wealth Management
  • Superannuation Solutions
  • Personal Insurance
  • Debt financing/consolidation
  • Centrelink

News by Victoria Habra

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Sydney Staff

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Our Team

Paul Clements

Paul Clements

Paul is a Director at Nexia Melbourne Wealth Strategies Pty Ltd
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Professional experience

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.
 

Qualifications

Bachelor of Commerce 

Chartered Accountant

Graduate Certificate in Financial Planning

Registered Tax Agent
 

Our Team

Greg Baker

Greg Baker

Greg is a Senior Financial Planner at Nexia Melbourne Wealth Strategies Pty Ltd
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Professional experience

Greg has over 23 years of experience in the provision of financial services and wealth creation advice and has worked with UBS Wealth, Macquarie Private Wealth JB Were, Pitchers and Westpac Private and also as a Senior Actuarial Analyst. He is committed to his clients and strives to go above and beyond for each individual.

Greg is authorised to provide advice in the following areas:

  • Basic deposit products
  • Life insurance
  • Government debentures, stocks and bonds
  • Managed investment schemes
  • Retirement Saving Account
  • Superannuation
  • Defined Benefit Superannuation Schemes
  • Business Insurace
  • Self Managed Superannuation Funds

Visit Nexia Melbourne Wealth Strategies for more information. 
 

Qualifications

Bachelor of Applied Science from Latrobe University – completed 1981

Graduate Diploma Education from Latrobe University – completed 1982

Diploma of Financial Planning 2016

Certified Financial Planner since 2000

Registered Tax (financial) Adviser from 2016

Certified Financial Planner® Professional of Financial Planning Association of Australia
 

Our Team

Thilini Ratnayake

Thilini Ratnayake

Thilini is a Financial Planner at Nexia Melbourne Wealth Strategies Pty Ltd
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Professional experience

Thilini has over 5 years of experience in the financial planning industry. Starting as a graduate Paraplanner, she has gradually progressed to the role of a financial planner. 

Thilini 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
  • Self Managed Superannuation Funds
  • Aged Care Advice

Visit Nexia Melbourne Wealth Strategies for more information.
 

Qualifications

Bachelor of Commerce degree (Majoring in Accounting, Finance & Financial Planning)

Graduate Certificate in Financial Planning

Our Team

Alanah Boylon

Alanah Boylon

Alanah is the Director in Superannuation, a specialist division within Business Consulting at Nexia Edwards Marshall.
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Professional experience

Alanah deals with all aspects of establishment, compliance and management of self-managed superannuation funds (SMSFs).

With nearly 20 years’ experience, including 16 years at Grant Thornton in the provision of taxation and accounting services for SMSFs, small-to-medium-sized businesses and professionals, Alanah now specialises in SMSFs and their tax implications.

Alanah uses her knowledge and skills to develop strategies and find solutions to complex issues involving superannuation and taxation.

Qualifications

Bachelor of Accountancy

Member of Chartered Accountants Australia and New Zealand

Chartered Tax Adviser of The Tax Institute

Skills

Superannuation

In recent years, superannuation has cast a shadow of doubt over many people’s plans for retirement. Alanah’s aim is to help clients feel confident about retirement and estate planning, rather than uncertain or fearful. Her extensive background in taxation means she can provide advice not only on superannuation but also on an entire group of entities – and, importantly, ensure the most tax-effective outcome.

Alanah is an expert in the field of excess contributions tax, Division 293 tax, pension arrangements and segregated funds. This expertise, coupled with her extensive knowledge of superannuation legislation, can assist a diverse range of clients.

Business Consulting

Before focusing on self-managed superannuation funds, Alanah delivered taxation and strategic business advice, specialising in assisting high-wealth investors, real estate agents, health professionals, not-for-profit organisations and primary producers.

Adelaide Staff

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