Experience

E&P Financial Group

• Australia
• Financial Services
• 100 - 200 Employee

• Managing Director - SMSF Accounting & Portfolios (E&P SMSF Pty Limited)

  • Jul 2019 - Present

  In my role I am responsible for the accounting, administration and compliance service for our SMSF clients as well as providing portfolio and tax reporting for our private wealth clients. I work closely with our team of expert accountants to ensure our clients receive the highest standard of personalised service. Our SMSF service covers all accounting, administration and compliance requirements for our clients, delivered professionally by dedicated experts throughout the year. This is always backed by our highly regarded technical services team to ensure we provide industry leading expertise in a constantly changing superannuation and regulatory environment.Additionally I work with our portfolio administration team that delivers a highly tailored platform solution to support our private wealth advisers to deliver high quality personalised advice to clients. This includes all tax reporting requirements for all portfolios and managed accounts.

• Managing Director - Superannuation & Portfolios (Dixon Advisory Pty Limited)

  • Jul 2007 - Jun 2019



Destra Entertainment

• Finance Manager

  • Aug 2006 - Jun 2007

  Responsibilities included the financial management and accounting of the Visual Entertainment Group which was acquired by Destra as well as head office financial reporting projects for the group entity. Responsibilities included the financial management and accounting of the Visual Entertainment Group which was acquired by Destra as well as head office financial reporting projects for the group entity.



London, UK

• Various Senior Finance Manager and Financial Controller roles

  • Jul 2002 - Jul 2006

  Roles included: - Finance Manager for Freemove Alliance - Orange (London UK) - Finance Project Manager - BT (London UK) - Finance Manager - Microgen (London UK) - Management Accountant - Spring IT Training (London UK) Roles included: - Finance Manager for Freemove Alliance - Orange (London UK) - Finance Project Manager - BT (London UK) - Finance Manager - Microgen (London UK) - Management Accountant - Spring IT Training (London UK)



Crown Limited

• Finance Manager - Property Services

  • Jan 2000 - Jun 2002

  Managed the accounting and finance responsibilities for the Crown Property Services division. This included the Crown tenancy business, maintenance, security, cleaning, parking, wardrobe and special effects divisions. Managed the accounting and finance responsibilities for the Crown Property Services division. This included the Crown tenancy business, maintenance, security, cleaning, parking, wardrobe and special effects divisions.



London, UK

• Various Accountant roles

  • Sep 1998 - Dec 1999

  Roles included: - Management Accountant for 20th Century Fox (London UK) - Management Accountant for Cottrell & Co (London UK) Roles included: - Management Accountant for 20th Century Fox (London UK) - Management Accountant for Cottrell & Co (London UK)



ADI Limited

• Management Accountant

  • Aug 1995 - Aug 1998

  Responsible for the preparation of management and financial accounts for ADI across Australia. Responsible for the preparation of management and financial accounts for ADI across Australia.