Experience

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  The College of Law Australia

  • Sydney, New South Wales, Australia

  • Adjunct College Lecturer

    • Aug 2022 - Present
    • Sydney, New South Wales, Australia

    Lecturer for subjects required for the Master Of LawsSubjects include: Accounting and Tax for Trusts and Estates Applied Taxation Strategies Foundations of Business Law Practice Drafting Commercial Documents Business Structures and Taxation

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  Srata Plan 18011

  • Sydney, New South Wales, Australia

  • Committee Member

    • Sep 2012 - Present
    • Sydney, New South Wales, Australia

    I am the Treasurer.During my tenure as committee member, I have been required to read proposed agendas, read and understand a range of documents with varied and complex information from experts, attend meetings, make recommendations and decisions, translate decisions into motions and then follow through with the resolutions.Major deliberations and decision making include those for; insurance policies and safety certificates, periodic administrative and capital expenditure reporting, funding for administrative and capital funds, quotes and contracts for major repairs or required capital works, selection / appointment of strata managers and consideration / renewal of their agreements.

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  The Vertex Professionals Pty Ltd also trading as Vertex Lawyers

  • Sydney, New South Wales, Australia

  • Director, Company Secretary, Legal, Tax & Business Adviser and Corporate Counsel

    • Feb 2006 - Present
    • Sydney, New South Wales, Australia

    As Executive Director and Company Secretary, I am responsible for all aspects of corporate governance, including strategy, policy, performance monitoring and compliance.A major achievement during the tenure of my directoship has been the growth of the organisation from startup to the successful delivery of business, tax and legal services to diverse clients.Responsibilities include:○ Legal and business advice to diverse cleints for Corporate and commercial, leasing, business / property sale and purchase, family law, family provision claims, wills and estate planning, litigation, debt recovery, consumer and technology; all involving advising, teaching, negotiating, drafting and reviewing arrangements;○ Special emphasis on those areas requiring financial analysis and tax law advice, which includes, property, family law, business sale / acquisition and estates;○ Design and development of accounting processing systems based on QuickBooks and MYOB and regularly perform double entry accounting transactions;○ Preparation of Profit & Loss, Balance Sheet and Cash flow statements for performance and planning assessment; attending to the lodgment of Tax and BAS returns with ATO and other compliance documents with ASIC, as an authorised officer.

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  Two private Investment Companies

  • Sydney, New South Wales, Australia

  • Executive Director, Company Secretary and Investment Manager

    • Jun 2003 - Present
    • Sydney, New South Wales, Australia

    These private investment entities are focused on dividend yielding shares in companies that are leaders in their business sectors, have consistent historical returns and have favourable long-term prospects.My responsibilities include:○ Investment Strategy formulation;○ Performance monitoring of investments;○ Design and development of accounting processing systems based on QuickBooks and MYOB;○ Accounting/legal compliance, including performing and managing double entry transactions, preparation and lodgment of Tax and BAS returns with ATO, as an authorised officer.A major achievement is that, during the tenure of my directorship, these startup investment entities have achieved substantial portfolio growth

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  Vertex Technology Pty Ltd

  • Epping, Sydney, Australia

  • Managing Director, Company Secretary, Legal Officer and Financial Controller

    • 1990 - 2004
    • Epping, Sydney, Australia

    As Executive Director I was responsible for all aspects of corporate governance, including strategy, policy, performance monitoring, compliance and skill matrix assessments.During the tenure of my directorship, the organisation grew from a small computer repair centre to become a national provider of networking, computing and service solutions with over 60 staff and numerous independent contractors across Australia. The responsibilities of my role included:• Critical commercial negotiation / development of technology based supply and support agreements with medium and large organisations.• Director of this proprietary company and responsible for all aspects of corporate governance. • Critical involvement with the development of legal, technology, operational, service, financial and logistics strategies. Examples include:• Financial planning, analysis and monitoring of financial objectives and statements.• Legal, financial and many other aspects of compliance.• Planning and implementation of profitable strategy to provide national on-site computer support services to key corporate clients.• Planning and implementation of profitable strategy to provide advice to medium and large Australian based organisations on appropriate hardware and software solutions and procure and deliver and then proceed to installation and commissioning depending on the scope and nature of the solution delivered.• Planning and implementation of profitable strategy to design and deliver Ethernet based network infrastructure to medium and large Australian based organizations, requiring building cabling and installation of hubs, switches, routers and network servers. • Planning and implementation of profitable strategy to design and deliver turn-key technology business solutions for medium organisations.• Involvement in all facets of human resource management including recruitment, staff development, legal and financial compliance, training and performance reviews.

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  Imagineering Ltd

  • Rosebery, Sydney, Australia

  • Senior Commercial Executive (technology industry)

    • 1985 - 1990
    • Rosebery, Sydney, Australia

    • Involved in all necessary operational and business structural changes and implementations required to support a sales revenue increase from about $1M to around $250M within 5 years.• Senior executive in a publicly listed company requiring complex decision making and consideration of all aspects of corporate governance.• Profit and cost centre strategic and operations management, also requiring legal considerations in various areas of law including contract, technology and employment law.• Negotiating, drafting and reviewing arrangements.• Application of financial and technology expertise.• Responsible for over 180 staff, mostly recruited by me.• Involved myself in all aspects of technology, operations and logistics strategy and policy that saw sales revenue increase from $1M to $250M within 5 years.• Involved in all aspects of cultural, political and large organisational issues associated with staff recruitment and selection, performance evaluation, training, development and industrial relations.• Liaised with major international technology product vendors.• Designed and implemented technical support and warehouse distribution systems.• Big and INNOVATIVE things were achieved, and, in many ways, we were technology industry pioneers.

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  Computerland Australia

  • Frenches Forest, Sydney

  • Technology Manager

    • Dec 1983 - Mar 1985
    • Frenches Forest, Sydney

    Setting up franchisee support systems including developing and implementing policies, processes and infrastructure. This role included critical decision making involving legal, finance, general business and technology considerations.