See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI

Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Senior Analyst
      • Jan 2024 - Present

      SRG Partners is a boutique corporate advisory firm focused on planning and connecting capital solutions with business strategy. Specialising in CFO Transformation/Support Services & Transaction Advisory (Transaction Due Diligence, Lead Advisory and Buy/Sell-side M&A). Helping clients plan for, create & realise transformational opportunities.

    • Analyst
      • Oct 2022 - Jan 2024

  • Chartered Accountants Australia and New Zealand
    • Adelaide, South Australia, Australia
    • YCA Committee Member
      • Oct 2022 - Present
      • Adelaide, South Australia, Australia

  • Midsec Pty Ltd
    • 170 Greenhill Road, Parkside SA 5063
    • Analyst
      • Jul 2021 - Sep 2022
      • 170 Greenhill Road, Parkside SA 5063

      I performed a blended role providing assistance on in-house financial model development for portfolio management, ASX Top 100, LIC and FM investment research and analysis, investment portfolio construction and corporate development.I worked closely with co-founders in raising capital and commercializing in-house financial models built to systemize financial advisors client portfolio construct and ongoing management. In the role I gained invaluable experience in building investor relationships (AU-based VC’s), funding options, management of strategic partnerships (AU-based FinTech companies iFactFind & PrimeSolve) and preparation of investor pitch decks.

    • Australia
    • Government Administration
    • 700 & Above Employee
    • Audit & Assurance - Top 1000 Public Groups & Internationals
      • Feb 2019 - Jul 2021

      I led and supported audit and assurance engagements with Australia’s largest corporate taxpayers (Top 1000 Australian Companies) within the growing Public Groups and Internationals business segment. Covering various areas of complex Australian and International Taxation risks, compliance, entity structure, governance, internal controls, and reporting obligations of both listed and unlisted, Australian domiciled multi-national groups.

    • Graduate Program
      • Feb 2018 - Jan 2019

Education

  • 2019 - 2021
    Chartered Accountants Australia and New Zealand
    Graduate Diploma of Chartered Accounting (GradDipCA)
  • 2014 - 2017
    University of Adelaide
    Bachelor’s Degree, Commerce (Accounting)
  • 2009 - 2013
    Rostrevor College
    High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles