Content tagged Directors

Our Team

Anita Cohen

Anita Cohen

Anita is a partner of the Business Advisory division at Nexia Australia – Sydney Office and has over 20 years’ experience.
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Professional experience

Anita has worked in business advisory for over 20 years, during which time she has dedicated herself to using her expertise in the mechanics of good financial and business management to provide her clients with advice to significantly improve their business.

She has worked with Family Office Clients and Family Businesses throughout her career and her experience working with these clients has imbued her with a robust understanding of the unique issues they face, as well as the knowledge to help them succeed.

Driven by her determination to help clients achieve their goals, Anita aims to deliver tailored, practical solutions which make a genuine difference to her client’s success. By listening and engaging with clients at an individual level she builds solid long-term relationships that help her to deliver bespoke advice to ensure their tax and commercial outcomes are optimised.

Anita is also passionate about Women in Business and is an advocate of both Women Entrepreneurs and Professional Women looking for a supportive and collaborative community in which to grow.

Qualifications

Fellow of Chartered Accountants Australia 
& New Zealand
Bachelor of Financial Administration
Diploma of  Financial Planning
Graduate Diploma in Management
Accredited Adviser (Family Business Australia)

Skills

  • Business Mechanics
  • Family Office
  • Family Business
  • Taxation Advisory
  • Taxation Consulting

News by Anita Cohen

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Sydney Staff

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Our Team

Amy Murdoch

Amy Murdoch

"At Nexia New Zealand, we pride ourselves on being large enough to give the best possible business advice, and yet continue to provide that all-important personal relationship for our clients".
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Professional experience

I am currently the Chief Executive Officer for Nexia New Zealand, an accounting and business advisory firm with an excellent reputation for providing quality solutions.

My responsibilities include overseeing the day to day operations of the business which include, HR, Marketing, Finance, IT and Office Operations.

At Nexia New Zealand, we pride ourselves on being large enough to give the best possible business advice, and yet continue to provide that all-important personal relationship for our clients.

Qualifications

Amy hold a Bachelor of Commerce (Honours in Accounting), and is a member of Chartered Accountants Australia and New Zealand.

Our Team

Chapman Wan

Chapman Wan

Chapman is a Partner within the Audit and Assurance Division at Nexia Melbourne. Chapman has over 10 years of audit experience and has a background in corporate and personal insolvency.
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Professional experience

Chapman Wan is a Partner of the Audit and Assurance Division at Nexia Melbourne. Chapman has over 15 years of audit experience and has a background in corporate and personal insolvency. He leads a team of energetic and dedicated professionals with the aim of providing seamless, efficient and value-added audits.

Throughout his career, he has had the opportunity to work with a wide range of clients including those in the manufacturing, wholesale, health care equipment, publishing and aged care industries. These clients range from listed entities and large private companies to not-for-profit organisations.

Chapman has a strong understanding of financial reporting requirements and experience in the application of accounting standards.

Chapman’s success is based on maintaining strong client relationships and combining a business-minded yet personal approach. He is solutions focused and prides himself on delivering accurate work in a timely manner.

 

Qualifications

Registered Company Auditor

Member of Chartered Accountants Australia & New Zealand

Bachelor of Business & Commerce specialising in Accounting

Skills

Melbourne Staff

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Our Team

Naomi Smith

Naomi Smith

Naomi is a Partner of Taxation Consulting at Nexia Canberra specialising in Australian and UK tax advice.
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Professional experience

Naomi is a Tax Partner at Nexia Canberra. Naomi has 22 years of diverse tax experience gained at major accounting firms in Australia and the UK. Naomi has advised many high profile wealthy clients, internationally mobile clients, entrepreneurs and businesses. Naomi advises on Research and Development Tax Incentive Claims, business structuring and transactions.

Naomi is an expert in advising on cross-border tax issues. She is an Australian and UK tax adviser and she advises UK expatriates on the complexities of the Australian and UK tax systems. Naomi regularly works with firms across the global Nexia network to provide multi-national tax advice to our clients.

Naomi is a specialist superannuation law adviser and assists the firm’s superannuation fund clients in their compliance with that law and estate planning.  Naomi also specialises in tax advice on foreign superannuation policies including UK pensions, Canadian RRSPs and US IRAs and 401Ks.

Naomi has a talent for solving complex tax issues and has recently become a financial advisor so she can meet her clients' wider needs. 

Naomi is a professional tax writer and writes for Tolley’s/Lexis Nexis and Taxation magazines in the UK. Naomi is a member of the UK Chartered Institute of Taxation’s technical subcommittee.

Qualifications

Australian and UK Chartered Tax Adviser

Bachelor of Accounting, Charles Sturt University 

Diploma of Financial Planning

Member of Chartered Accountants Australia and New Zealand

Member of the Institute of Chartered Accountants England and Wales

Skills

  • Estate planning
  • UK inheritance tax issues
  • Superannuation and retirement issues
  • On-shore and off-shore trusts
  • International tax matters (such as residency issues, capital gains tax, partnerships and owner managed businesses)
  • UK tax issues, including preparation of UK tax returns

News by Naomi Smith

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Canberra Staff

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Our Team

Gavin Ruddell

Gavin Ruddell

Gavin is Director of Audit & Assurance at Nexia Brisbane.
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Professional experience

Gavin is a Director in the Audit & Assurance Services Group and brings with him over a decade experience in financial statement audit, reviews of internal control systems, processes and procedures and compliance audits.

Prior to joining Nexia Brisbane Gavin was employed as the Group Corporate Accountant for a property funds management and real estate company managing approximately $216M of Australian commercial real estate in a number of Registered Managed Investment Schemes.

Gavin’s assurance client base has been diverse, however they have typically come from within the “middle market” with turnover of circa $300m. Some of his current and immediate past clients have included multi-national businesses whereby he acts as the relationship manager for the Australasian branches coordinating the financial statement audit of the Australian operations.

Qualifications

Bachelor of Commerce

Institute of Chartered Accountants in Australia

JP (Qualified)

Skills

  • Internal audit and compliance reviews
     
  • Statutory financial audits
     
  • Accounting standard interpretation, and corporate governance

Brisbane Staff

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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

Master of Business Administration (MBA) – Professional Accounting Major

Diploma of Financial Planning (DFP)

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 an Associate Director within the Tax Consulting division at Nexia Sydney, with over 10 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, multinational enterprises, ASX listed companies, private companies, high net worth 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

Fellow of the Tax Institute of Australia

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 Taxation
  • International Taxation
  • Transfer Pricing
  • CbC Reporting
  • Research and Development Tax Incentives

News by Surein Watson

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Sydney Staff

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Our Team

Sarah Richmond

Sarah Richmond

Sarah is a Senior Manager of Business Advisory at Nexia Brisbane.
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Professional experience

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.

Qualifications

Certified Chartered Accountant 

Bachelor of Business

Brisbane Staff

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Our Team

Raoul Stevenson

Raoul Stevenson

Raoul is a Partner 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

Wendy Clarke

Wendy Clarke

Wendy is a Director of Business Advisory at Nexia Perth.
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Professional experience

A forward-thinking and determined business professional with over three decades of experience, Wendy has demonstrated her expertise in accounting and advisory services in both the UK and Australia. Throughout her career, Wendy has been a partner and equity owner in boutique and mid-tier accounting firms, making her suitably qualified to collaborate with business owners and leaders.

Wendy is particularly passionate about supporting early-stage to medium-sized enterprises; equipping these business owners and leaders with the tools they need to make sound financial decisions in the dynamic economic landscape. She is valued by her clients as an enthusiastic accountability partner, business educator, and mentor – delivering business insights, backed by her energy and knowledge, often through practical workshops and professional industry events. 

Wendy's credentials include memberships in prestigious professional associations, multiple fellowships, polished presentation abilities, and a keen eye for emerging accounting technologies. As an early adopter and innovator, she consistently delivers transformative results to support successful business outcomes.

Qualifications

Fellow of the Association of Chartered Certified Accountants (FCCA)

Member of Chartered Accountants Australia and New Zealand (CA)

Chartered Tax Advisor (CTA)

Fellow of the Institute of Public Accountants (FIPA)

Graduate of the Australian Institute of Company Directors (GAICD)

Skills

  • Accounting function improvement
  • Business advisory
  • Financial forecasting
  • Business planning
  • Corporate governance
  • Growth strategies

Perth Staff

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