Bio
Credentials
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Fellow/CGI
Governance Institute of AustraliaApr, 2023- May, 2026 -
Associate of the Australian Marketing Institute
Australian Marketing InstituteAug, 2020- May, 2026 -
Certified Business Adviser
The Institute of Business AdvisersMay, 2020- May, 2026 -
Fellow Chartered Accountant
Chartered Accountants Australia and New ZealandMar, 2019- May, 2026 -
Fellow CPA
CPA AustraliaMar, 2019- May, 2026 -
Fellow of the Governance of Australia
Governance Institute of AustraliaMar, 2019- May, 2026 -
Registered Company Auditor
ASICMar, 2019- May, 2026 -
Registered SMSF Auditor
ASICMar, 2019- May, 2026 -
Registered Tax Agent
Tax Practitioners BoardMar, 2019- May, 2026
Experience
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H&R Block Australia
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Sydney, Australia
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Director, Accounting & Advisory Group
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Mar 2018 - Present
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Sydney, Australia
H&R Block is one of the largest tax service providers in the world, with over 100,000 tax professionals across 10,000 offices. In Australia, H&R Block is the largest preparer of tax returns, with 480 offices lodging over 750,000 tax returns a year and over 3,000 staff; www.hrblock.com.au ...
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Spring FG Limited
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Sydney
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Chief Financial Officer
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Mar 2014 - Mar 2018
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Sydney
Spring FG Ltd is a publicly listed group (SFL) providing diversified financial services & products including financial planning & investment advice, superannuation & insurance, finance & mortgage brokerage, accounting & taxation; www.springfg.com. Key responsibilities:- finan...
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Consultant / Project Manager
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Jan 2013 - Oct 2013
MYOB, a leading provider of accounting software, contracted me to develop & implement an online, cloud-based, DIY system to establish new companies and self-managed super funds, with systems-generated legal & statutory documents; www.companydocs.myob.com.auKey responsibilities:• Develop ...
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Multiport
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Sydney, Australia
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Head of Sales & Service Development
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Jan 2012 - Dec 2012
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Sydney, Australia
Multiport, a wholly-owned subsidiary of AMP, provides administration, compliance, accounting and tax services to over 3,000 self-managed superannuation funds (through Financial Planners, Accountants and Advisers), under an Australian Financial Services Licence; www.multiport.com.au. Key respons...
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SkillsDMC Limited
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Sydney
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Financial Controller
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Jul 2011 - Jan 2012
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Sydney
SkillsDMC, a not-for-profit National Industry Skills Council involved in workforce planning and skill opportunities for the resources and infrastructure sectors, contracted me to implement robust financial reporting systems, procedures and controls; http://sustainableskills.org. Key responsibili...
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General Manager - Corporate Services
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Mar 2007 - Jul 2011
Reckon Docs, the Corporate Services division of ASX-listed Reckon Ltd (RKN), is a leading provider of online and outsourced services to over 5,500 professional firms around Australia (including Accountants, Lawyers and Financial Planners); www.reckondocs.com.au: - establishing new companies, trus...
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Executive Director: Chief Financial Officer / Chief Operating Officer
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Mar 2002 - Mar 2007
eBet, an ASX listed company (EBT), develops, installs and services debit-card / cashless transaction and financial reporting systems to over 1,000 venues throughout Australia, US, Asia and Europe; www.ebet.com.au. Key responsibilities:• Accounting and finance functions and performance, includi...
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Group General Manager
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Dec 1994 - Jul 2001
GUET, a wholly owned subsidiary of ASX listed Amalgamated Holdings Group (AHL), provided audio-visual products and technology, with maintenance and support services, to a cross-section of geographically diverse venues in the entertainment & leisure industries, via a network of national and in...
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Dataproducts Corporation
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Sydney, Australia
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Financial Controller - AsiaPacific
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Apr 1991 - Nov 1994
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Sydney, Australia
Dataproducts, part of the multi-national Hitachi Group, distributed IT hardware, spares and consumables through wholesale-dealer channels. Key responsibilities: • Financial & management reporting for distribution and profit centres in Australia and Asia • Implementing budgets and moni...
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Westpac
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Sydney, Australia
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Senior Project Manager - Group Financial Reporting
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Apr 1990 - Mar 1991
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Sydney, Australia
Responsible for the implementation of a standardised group financial reporting system. This was a contract role. Key responsibilities:- Develop specifications for group financial, management & statutory reporting requirements- Design systems to improve effectiveness of capturing, compiling ...
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PricewaterhouseCoopers
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Sydney & PNG
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Chartered Accountant
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Jan 1981 - Apr 1990
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Sydney & PNG
Accounting, taxation and financial advice to a broad cross-section of businesses.
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Education
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2020 - 2020The Institute of Advisers
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2019 - 2019University of Sydney
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2019 - 2019University of Sydney
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2014 - 2014Spring Financial Group
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2012 - 2012Chartered Accountants Australia and New Zealand
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2010 - 2011International Institute of Technology
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2009 - 2009Kaplan Professional
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2007 - 2008Governance Institute of Australia
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2006 - 2006The Law Society of NSW
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CPA Australia
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Chartered Accountants Australia and New Zealand
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Chartered Secretaries Australia
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Institute of Corporate Managers & Secretaries
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Trinity Grammar School
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University of New South Wales
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University of Technology, Sydney
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