Jonathan Yeo
Partner at Graystone Private- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Mandarin - Conversational -
Topline Score
Bio
0
/5.0 / Based on 0 ratingsFilter reviews by:
Experience
-
Graystone Private
-
Australia
-
Accounting
-
1 - 100 Employee
-
Partner
-
Sep 2021 - Present
Graystone Private specialises in servicing private family offices and fund managers together with their various interests.We provide proactive accounting, taxation and business advisory expertise to assist family offices manage their active businesses and passive investments.Our client-centric focus on family offices has led us to become industry specialists in the funds management, start-up and property sectors. Graystone Private specialises in servicing private family offices and fund managers together with their various interests.We provide proactive accounting, taxation and business advisory expertise to assist family offices manage their active businesses and passive investments.Our client-centric focus on family offices has led us to become industry specialists in the funds management, start-up and property sectors.
-
-
-
Regis Capital Partners
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Director
-
Aug 2021 - Present
-
-
-
Rothsay Chartered Accountants
-
Australia
-
Accounting
-
1 - 100 Employee
-
Partner
-
Mar 2018 - Sep 2021
-
-
-
-
Director/Partner
-
Jan 2016 - Sep 2017
Long standing boutique firm specialising in family office, HNWIs and passive wealth clients founded over 35 years ago. Long standing boutique firm specialising in family office, HNWIs and passive wealth clients founded over 35 years ago.
-
-
-
Pitcher Partners
-
Australia
-
Accounting
-
700 & Above Employee
-
Client Director
-
Jan 2004 - Jan 2016
-
-
-
Institute of Chartered Accountants Australia
-
Higher Education
-
Panel Member - Young Professional Panel
-
May 2011 - Jan 2014
-
-
-
Baker Tilly International
-
Business Supplies & Equipment
-
1 - 100 Employee
-
Client Director
-
Mar 2013 - Oct 2013
Completed 8 month secondment to the Baker Tilly London Business Improvement Services team in October 2013.The Baker Tilly Business Improvement Services team have specialists who can help businesses to improve performance through: •Reducing costs •Increasing process efficiency and effectiveness •Better utilisation of management information to support effective decision-making •Improving control structures in order to better manage risks •Increasing the effectiveness of IT systems•Help businesses save revenue performance problemsRecent clients have included FTSE 100, AIM listed in the Financial Services Sector and boutique private fund managers and hedge funds.Involved with Baker Tilly's Process Transformation Methodology tailored for the legal sector.
-
-
Education
-
Institute of Chartered Accountants Australia
Chartered Accounting -
Macquarie University
BCom-accg, Accounting -
University of Adelaide - Entrepreneurship, Commercialisation and Innovation Centre
Graduate Certificate in Innovation & Entrepreneurship