Experience

AZ NGA

• Australia
• Financial Services
• 1 - 100 Employee

• General Manager

  • Jul 2019 - Present

  As GM of Accounting at AZ Next Generation Advisory (AZ NGA), I am supporting AZ NGA with its growth strategy. Focused on identifying acquisition opportunities and taking ensuring best practice oversight and governance. AZ NGA is an investor in high quality professional accounting and financial advisory businesses. AZ NGA’s mission is to invest in firms where they see an alignment of values and an opportunity to partner with entrepreneurs to effectively execute their business strategy. While AZ NGA actively supports its underlying firms, they don’t try and change how they run their businesses. As successful entrepreneurs in their own right, our firms control and manage their value proposition, pricing, recruitment, marketing and so on because they understand their clients and local market better than anyone else.



Peters & Partners

• Australia
• Accounting
• 1 - 100 Employee

• Chief Executive Officer

  • Jul 2019 - Present

  As CEO of Peters & Partners an early member of the AZ NGA network. Peters & Partners, is transitioning from a traditional Accounting & Taxation firm to the Integrated Financial Advisory Business broadening our service offerings to providing Outsource CFO and Advisory, Mergers & Acquisition capability and financial planning services to our clients. We are a progressive business, creating challenging and rewarding career opportunities for our people, in a culture focused on integrity, innovation, team work and delivery.



SecurInvest

• Chairman Advisory Board

  • 2016 - Present

  Financial planning and accounting business. ● Providing independence and governance advice focused on growth ● Restructured the business to a corporatised model to facilitate growth & business succession ● Put in place a new board of directors and the associated policy, governance and risk management processes required. Financial planning and accounting business. ● Providing independence and governance advice focused on growth ● Restructured the business to a corporatised model to facilitate growth & business succession ● Put in place a new board of directors and the associated policy, governance and risk management processes required.



DB Group

• Chair Of The Board Of Directors

  • 2016 - Present

  A dryland farming, grazing and retail agribusiness. $7m turnover. Regional & Central NSW (Riverina) ● Brought considerable focus to Risk and Financial governance matters - both investment and financial analysis provided. ● Built Chemical warehouse - renting to agrichemical clients. - investment and financial analysis provided for successful development. ● Appointed on the basis of being able to provide both a proven business and a strong agribusiness perspective. ● Facilitated the negotiations, valuation, transactions and eventual successful exit and entry of additional unit holders into the business to the value of $5M



Worthmore

• Director

  • Mar 2016 - Present

  Driving significant turnaround and financial improvements for professional & financial services firms through independent advisory & board services. ● Engaged as Non Executive Director providing the necessary independence in the business decision making and governance (see above). ● Engaged as a Chairman of Advisory Boards, providing independent leadership and strategic advice by chairing the Advisory boards for Accounting and Financial Services firms (see above). ● Providing mentoring and coaching to executive leaders to enable them to grow and evolve their leadership skills and style. ● Acting as a virtual CFO by engaging with firms and businesses around their business performance and achievements and provide insights and input into business strategies and operations. ● Consulting to Crowe Horwath & RSM - both mid tier accounting and financial consulting businesses - providing advice on business improvement. ● CEO Mentoring, Caseware ANZ a software provider to the independent audit industry. Facilitating the strategy and business development growth - resulting in international expansion, new services and acquisition (India)



Godbee Favero

• Advisory Board Member

  • 2017 - Jun 2019

  A small accounting firm ($2M) ● Providing independence and governance advice focussed on growth A small accounting firm ($2M) ● Providing independence and governance advice focussed on growth



Quill

• Chair, Advisory Board

  • Mar 2016 - Apr 2019

  A progressive financial, accounting and SMSF Management firm. $10M turnover. Clients are predominantly medium sized businesses and high networth individuals. They are also a leading member of the Macquarie Virtual Advisor Network (VAN). ● Chairing the operational and strategic meetings with the directors to create focus and structure around their development of technology innovation, business operations and client delivery. ● With over 30 years of proven industry knowledge, networks and relationships - particularly in accounting and financial services, provide independent questioning and challenging of the business. ● Oversaw a significant improvement in financial discipline and profitability.



Skyring

• Advisory Board Chair

  • Mar 2018 - Dec 2018

  A traditional accounting business with a strong property focus ● Providing independence and governance advice focussed on growth A traditional accounting business with a strong property focus ● Providing independence and governance advice focussed on growth



MyPlanner

• Advisory Board Chair

  • Mar 2018 - Dec 2018

  An independent Financial planning licensee - with 100 independent planners ● Providing independence and governance advice focussed on business growth and managing compliance requirements and licensee service An independent Financial planning licensee - with 100 independent planners ● Providing independence and governance advice focussed on business growth and managing compliance requirements and licensee service



Change Accountants Group

• Chair, Advisory Board

  • 2016 - Jun 2018

  A multi-service accounting and financial services business with 200 accounting firms subscribing to their platform. $4M turnover. ● Oversee the developing of technology, business operations and client delivery. ● Restructured and refinanced the business resulting in significant upturn in profitability and increased staff retention. A multi-service accounting and financial services business with 200 accounting firms subscribing to their platform. $4M turnover. ● Oversee the developing of technology, business operations and client delivery. ● Restructured and refinanced the business resulting in significant upturn in profitability and increased staff retention.



BLUE789

• Australia
• Accounting

• Chief Executive Officer

  • Jan 2015 - Feb 2016

  A growth initiative of Countplus ● Led the business growth initiative known as Blue789 for Countplus Ltd requiring detailed understanding of the accounting industry, the network model ● Developed an acquisition strategy to attract quality firms. ● Built external stakeholder relationships to create support for the business model and introductions to target firms, then engaging directly with firm senior Directors and Principals to build a pipeline of acquisition targets. ● Managed mergers and acquisitions and negotiated indicative valuation principles and terms to create a win – win approach. ● Worked with a number of firms through the acquisition process, providing advice and support to Countplus member firms on tuck in acquisitions. ● Developed a social media strategy to create awareness and deliver leads to the Blue789 website.



CH Australia

• Accounting
• 200 - 300 Employee

• Executive Leadership

  • Jul 2012 - Apr 2014

  Brought practical business knowledge and experience to the Executive Leadership Team (ELT) of Crowe Horwath, during a period of considerable change.Including contributing to the review of business unit structures, Principal Remuneration model, the One Super restructure of the Self managed Super division, the Best Process accounting & Tax reinvigoration, and lead the Client Engagement project.

• Company Executive, Regional Chief Executive & Chief Executive

  • 2001 - 2014

  ● Developed a growth strategy for the Audit service line across the Local Government & Commonwealth Government engagement - positioning Crowe Horwath in the market.● Chair, Audit Engagement Committee - consolidating and offering a consistent product.● Leader of Best Practice & Process Committee for the Accounting & Tax and Advisory services to achieve consistency, efficiency and improved business performance through the development of market leading initiatives. ● Led financial performance improvement in each central region firm, with an overall combined 2014 growth in Net Contribution (growth of $1.8 mil - 19% increase).● Development and implementation of Accounting & Tax best practice work papers with industry leading technology driven solutions in conjunction with Reckon APS.● Contributed to the substantial review of the Crowe Horwath business model, including Principal remuneration, introduction of centralised Shared services, SMSF restructure, and business unit review.● Developed trusted relationships with firm Managing Principals, including coaching and mentoring of Managing Principals through a period of considerable change, maintaining significant levels of Principal engagement and retention, along with improvements in staff and client satisfaction levels.● Ensured that each of the business units developed and were implementing a vision and strategy aligned with the Crowe Horwath group.● United the firm leadership team and grew the business to become a consistently top quartile ranked performer in the Group - both financial and non financial.● Lead the Central West business to significantly grow to turnover of $19 mil (growth of $8mil – 73%), gross profit ( 39% to 46%) and net contribution (19% to 22%).● Integrated five (5) business acquisitions across multiple service lines & locations.● Reviewed and evolved the remuneration model for CW Principals.



McGee's Accountants

• Partner

  • 1987 - 2001

  Family Accounting Practice since 1925 Family Accounting Practice since 1925



Arthur Young

• Accounting
• 1 - 100 Employee

• Accountant

  • 1983 - 1987

  Started as a Graduate Accountant and completed my PY in 1986. Started as a Graduate Accountant and completed my PY in 1986.