Experience

LDB Group Australia

• Australia
• Accounting
• 1 - 100 Employee

• Senior Manager

  • May 2014 - Present

  At LDB we offer a large range of services to complement all business and individual needs. I work as a senior manager within the accounting division of the firm looking after four direct reports from senior level to graduate . My team in particular are well known in the IT and medical industry with a known reputation for R&D taxation advice. As well as this we look after a large variety of clients from large listed entities to small start ups and individuals. We have clients across a broad range of industries from medical centers and Pharmacies, building development, construction and form work to fresh fish markets to name a few. This allows us to have a broad range of knowledge across the board of accounting and taxation issues faced across various industries and places us in a position to provide excellent advice and client support and service. As well as client services I am heavily involved with operation improvement programs within the firm developing and championing projects such as budgeting processes which has seen significant improvement in performance across the board and other internal value adding projects inlcuding acting as the firms software (APS) liaison and champion. I am also head of training for the firm liaising with key external partners to arrange the training calendar for the year as well as the selection of special topics and regular updates to ensure as a firm we stay ahead in this constantly evolving industry. Show less



Fordham Group

• Australia
• Accounting
• 1 - 100 Employee

• Project Manager - Supermate Intergration

  • Apr 2013 - May 2014

  In addition to my current accounting positions I am also currently working as the firms project manager for the Supermate program.My role is to ensure a smooth transition from our current superannuation software SVII to the new software Supermate.This involves;-Testing the new product and liaising with the vendor when issues were identified,-Customizing the product to improve efficiency within the firm through the creating of specific workflows in the software,-Preparing user references guides for firm staff,-Organizing and facilitating training of all firm staff, and-Assisting staff with transition issues and questions. Show less

• Supervisor

  • Nov 2008 - May 2014

  At Fordham we are challenged daily by all facets which affect our key client base which is made up of private businesses and HNW individuals.My experience includes active business issues including all compliance, tax planning, structuring and day to day advice.As well as passive issues for business owners including SMSF, estate and wealth planning.I work as a direct manager with my own fee list for some clients and also am responsible for developing, managing and mentoring a graduate.Client relationships are key to always aim to achieve the trusted advisor status.In addition to my role as a business advisor, I am currently the firms subject matter expert on the superfund software we use Supervisor Two and am the firm representative for the transition to our new SuperMate program. Show less

• Senior Financial Accountant

  • Apr 2013 - Dec 2013

  In addition to my client facing business advisory accounting work and Supermate project management role, at the start of each month I am involved in the financial accounting for the firm.Duties include running various financial reports, preparing month end and required adjusting journals, accruals, preparing monthly snapshot reports, provision analysis, reconciliations and preparation and analysis of month end financial statements.



Monash University

• Australia
• Higher Education
• 700 & Above Employee

• Tutor-Macro Economics

  • Jan 2008 - Nov 2008

  Preparing and presenting hour long tutorial sessions for students enrolled in macro economics. 6 classes of approximately 20 students. Role also included after class support hours, assignment and exam marking. Preparing and presenting hour long tutorial sessions for students enrolled in macro economics. 6 classes of approximately 20 students. Role also included after class support hours, assignment and exam marking.