Presenters

Presenter Profiles


Abraham Ash

Senior Associate
Clayton Utz

Abraham  Ash

Abraham has specialised in employment law for over fifteen years and has been responsible for running a number of leading work health and safety, employment and restraint cases. He regularly appears for major corporate clients in industrial tribunals.

Abraham has extensive experience advising on and appearing for clients (both government and private sector), in respect of a broad range of workplace relations matters including: employment contract negotiation, interpretation and drafting, employment law aspects of takeovers, mergers and reconstructions, unfair dismissal claims, common law employment litigation, post employment restraints and confidential information, statutory and award entitlements, workplace policies, fraud and white collar crime. Abraham has also defended a number of employers in adverse action claims.

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Andrew Rigele

Partner, Audit and Assurance
Grant Thornton Australia Limited

Andrew Rigele

Andrew is currently a Partner in the Audit and Assurance team of Grant Thornton. He has over 20 years experience with Grant Thornton. Andrew has worked in various service lines encompassing external audit, business risk services, due diligence and technical financial reporting. This experience has been gained in South Africa, the United Kingdom and Australia with Grant Thornton


Sector experience

• Aged care and retirement villages

• Not-for-profit organisations

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Audrey Braun

Relationship Manager
Institute of Chartered Accountants Australia

Audrey  Braun

Audrey Braun, NSW relationship manager for the corporate and Big 4 segment at the Institute of Chartered Accountants Australia

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Bruce Thomas

Senior Tax Trainer
The Institute of Chartered Accountants in Australia

Bruce Thomas

Bruce has many years of experience in various areas of taxation including GST, FBT and sales tax. He holds a Bachelor of Economics degree (commerce major) from the University of Adelaide and a Master of Taxation degree from the University of New South Wales.

Bruce was previously a tax manager with William Buck Chartered Accountants in Sydney, where he provided advice to a wide range of clients on the application of the GST and FBT, and in developing and presenting seminars and workshops on the GST and FBT for businesses and industry groups.

Bruce was involved in drafting objections and has represented clients before the Administrative Appeals Tribunal. He was particularly active in assisting clients involved in large property developments on aspects of the GST margin scheme and advising on FBT and salary packaging. 

He also spent 17 years working for the ATO, including assisting in the implementation of GST from December 1998 to December 1999. Bruce has prepared and presented many tax seminars for the Institute of Chartered Accountants in Australia and CPA Australia over a number of years.

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Chris Catto

Director and Senior Advisor
Putney Breeze Business Advisors

Chris Catto

Christopher Catto - B Com ACMA MBA

Chris’s career to date spans 15 years and has involved various senior financial and management reporting roles for world class industry leading organisations. Across his career Chris has successfully managed and improved cash flow, budgeting, forecasting, management reporting and business intelligence systems. His experience also includes conducting due diligence on acquisition targets for a publically listed multinational organisation, concluding with price recommendations.

Chris has been employed by global industry leaders such as Aviva, the BBC and leading Australian companies Toll and Southcorp. Apart from being a qualified accountant, Chris holds a Bachelor of Commerce and is a Master of Business Administration.

Currently Chris is a Director and Senior Advisor of Putney Breeze Business Advisors; A specialist cash flow and performance management business advisory.

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Christin Schaller FCA

Principal
The Institute of Chartered Accountants in Australia

Christin Schaller FCA

Christin runs a successful consulting practice specialising in providing audit and assurance training to CA firms and is a regular presenter for the Institute, presenting at various conferences and seminars over a number of years.

Prior to establishing her own practice, Christin held dual roles at Pannell Kerr Forster, managing the national training function as well as a select portfolio of audit clients. She gained her pre-qualification experience at KPMG and has completed postgraduate studies in Adult Education at the University of Technology.

Christin is also a technical consultant to the Institute’s Quality Review Program, specialising in audit and assurance matters and has been involved in the Chartered Accountants Program for over 10 years, contributing to a number of modules in the preparation of module materials, facilitating focus sessions and marking exams.

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Craig West

Partner
Succession Plus

Craig  West

Craig West is a strategic accountant who has built a specialised advisory practice focused on small business owners to help them face the four key strategic issues that SMEs face as they grow – raising capital, building equity, protecting that equity and extracting the value you have built when you exit.

Craig has been advising businesses in management, taxation and accounting issues for over 15 years. He specialises in business structuring and succession planning and has had extensive experience working with clients to improve their financial performance – with proven results.

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Damien Bourke

Ernst & Young Law

Damien Bourke

Damien has over 20 years’ experience dealing with complex commercial litigation and for the past nine years has been exclusively involved in litigating with the ATO.  Damien practised under the name Damien Bourke & Associates for 14 years prior to joining the Ernst & Young Law team in 2008.  He has expertise in handling large litigation and tax matters in both the AAT and Federal Court, and has appeared in the Supreme Court on tax related recovery proceedings where he has successfully set aside Statutory Demands issued by the ATO for recovery of claimed debts as well as winding up proceedings.  He has conducted and advised in large reviews and audits as well as having represented clients in Section 264 enquiries.

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Darren Wynen CA

Director
Insyt Pty Ltd

Darren Wynen CA

Darren holds a B.Bus (Accountancy) and has over 18 years experience in accounting. For the last 12 years, Darren has focused heavily on taxation law for SMSFs, with 10 of those years gained working as a tax researcher, writer and presenter at the National Tax and Accountants Association (NTAA). His time at the NTAA gained him an extremely practical insight into the ever-changing complexities of SMSFs, as he was responsible for answering over 25,000 calls on their adviser hotline.

 His strong interest in SMSFs saw him found Insyt Pty Ltd, a company specialising in providing SMSF information and training for advisers. Darren is well known in the SMSF field having participated in numerous ATO superannuation forums and tax discussion groups.

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David Holland

National Director IFRS & Accounting
BDO

David Holland

David has 15 years of experience in a variety of positions, including providing technical advice and training, corporate development and strategic planning. This experience also includes six years within BHP in strategic planning and development, and management/cost accounting. David is responsible for providing BDO clients with in-house technical training and technical advice on specific accounting issues.

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David Lilja

Principal - Tax Consulting
Crowe Horwath ( a WHK Group Firm)

David  Lilja

David Lilja leads the Melbourne Indirect Tax team with a personal focus on working closely with our clients in managing and coordinating their employer obligations.

He brings over 16 years tax experience with a broad range of clients advising on matters relating to FBT and reportable fringe benefits, salary packaging, PAYG Withholding, Payroll Tax, WorkCover, Superannuation Guarantee, Equity Plans, expatriate employees and associated employer reporting obligations.

Over the course of this time, he has worked closely with many clients in managing and coordinating their FBT lodgement programs. The diversity of David’s clients over his career brings a breadth of knowledge and insight into leading practices within this environment.

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Donal Griffin

Director
De Groots Wills and Estate Lawyers

Donal  Griffin

 

Donal is admitted as a lawyer in New South Wales and Ireland. He also has qualifications in financial planning including the award of Certified Financial Planner.

During his career, Donal has had wide practical experience and has worked in both the legal and financial planning professions. He has worked as a lawyer in Dublin, London and Sydney and, as a financial planner, with independently-owned practices in Sydney.

Donal practices as a lawyer in the areas of asset protection, estate planning, family trusts and business succession planning. He provides advice on superannuation and family trust issues and formulates strategies that benefit clients. He has a particular interest in the international aspects of estate planning which affect a large number of people in Australia.

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James McPhedran

Senior Tax & Superannuation Trainer
The Institute of Chartered Accountants in Australia

James McPhedran

James McPhedran is a Tax Training Specialist at the Institute of Chartered Accountants in Australia.

His extensive experience branches across a wide range of industries from Mining and Energy, to Entertainment and professional tax bodies. He has acquired advanced knowledge in tax and superannuation through his work in a variety of tax advisory roles, from international acquisitions and business structuring, to individual and small business taxation matters.

Prior to his training role at the Institute, James was a Tax and Superannuation Advisor at the Knowledge Shop (a wholly-owned subsidiary of Hayes Knight). The role required the drafting of technical papers and presenting professional development sessions in tax for professional bodies such as the Institute and the Tax Institute of Australia.

James holds a Bachelor of Laws and Economics from the University of Queensland and a Master of Taxation from the University of Sydney.

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Jeff Vibert

Partner, Audit and Assurance
Grant Thornton Australia Limited

Jeff Vibert

Jeff has significant experience working with the private and public sectors, through a combination of statutory audit assignments, mergers and acquisitions advice, financial advisory assignments, and the provision of accounting advice. He has extensive experience in the provision of audit and accounting services to clients in the private, public and in non-profit sectors. He has also acted as the lead auditor for numerous companies listed on the ASX and other foreign exchanges in a variety of industries; including multi-national entities.

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Jenny Tse

Director
Licence to Bill

Jenny Tse

Jenny Tse is a member of the Institute of Chartered Accountants of Australia and The Tax Institute. She has over 7 years experience in professional services and the financial industry, as both a professional services provider and as a client. She was a manager at PricewaterhouseCoopers working in Australia and overseas and also at Macquarie Bank.

Jenny Tse is also a practitioner in Neuro-Linguistics, which is a study of behavioral excellence. Her experience in Neuro-Linguistics gives her an understanding of how people receive and interpret information, and in turn, how this affects their decisions. This knowledge is extremely powerful when it comes to helping businesses increase their revenue as marketing messages are able to speak more effectively to their audience and value can be communicated more effectively during sales meetings.

Jenny’s experience in professional services and her training in Neuro-Linguistics provide her with a unique set of skills that she uses to help her clients generate the revenue in their business and the results in their career that they want.

Some of Jenny’s achievements include:

  • Winning tenders for work that generated in excess of $500,000 in annual revenue
  • Increasing fees from existing long term clients by an average of 25% in 12 months
  • Helped a client increase her salary base by 35% simply by teaching her strategies to promote her personal brand and expertise more effectively within the organisation and externally
  • Helped a startup taxation practice reach their goal to hire a second employee within the first 2 months of working with them
  • Helped a client increase their revenue by 40% within the first 3 months of working with them

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Jol Dare

Partner – Tax
HLB Mann Judd

Jol Dare

Jol Dare is an expert in corporate income tax and specialises in assisting SME taxpayers and their advisers on reaching practical and cost effective solutions for managing their tax risks and opportunities. Jol has extensive experience in writing and presenting on issues relevant to SMEs.

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Karen McWilliams

Head of Business Policy and Sustainability ICAA
Institute of Chartered Accountants Australia

Karen McWilliams

Karen McWilliams FCA is Head of Business Policy and Sustainability at the Institute of Chartered Accountants Australia and is based in the Sydney office.

Karen is responsible for leading the Institute’s initiatives around all areas of sustainability and business policy, including advocacy, thought leadership and technical guidance.

With over 10 years experience in a variety of business and advisory roles, Karen started her career in the specialist field of audit and has held positions with WorleyParsons, Ernst and Young, and Deloitte in London.

She is a judge for the PwC Transparency Awards, which recognises best practice reporting in charities, and is also the technical advisor to the Australian member of the International Federation of Accountants’ Professional Accountants in Business Committee.

Karen is a Fellow Chartered Accountant with the Institute of Chartered Accountants in England and Wales, and holds a Master of Arts in Mathematics from the University of Oxford. She joined the Institute in 2008 as Manager – Chartered Accountants in Business, before moving into her current role in September 2012.

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Kate Anderson

Head of Technical
SuperIQ Pty Ltd

Kate Anderson

 

Kate Anderson is Head of Technical for SuperIQ.

Her role includes identifying strategic opportunities arising out of legislation on technical issues including SMSFs, taxation and estate planning.

Kate has over 10 years in the Financial Services Industry as a technical consultant with extensive experience speaking in the areas of superannuation, tax, retirement and social security.

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Kate Boorer

Employee Engagement Specialist
Employerbility

Kate Boorer

Employee Engagement Specialist, Kate Boorer works with organisations and individuals to maximise their employee engagement and motivation with a specific focus on building the leadership capabilities and skills of those people managers who are responsible for managing the daily workplace experience of many of your people.

Kate has over 10 years experience in the corporate world as a successful business leader and finance professional. She has worked in both public practise and consulting environments such as KPMG and has demonstrated best practise finance leadership in both the pharmaceutical and media industries. She is a member of the Institute of Chartered Accountants in Australia (ICAA) and has worked with some of Australia’s blue chip companies and brands.

 

Invaluable knowledge gained from this has been fundamental in her founding of Employerbility and the development of her coaching and consulting business. She has experienced a variety of work places, responsibilities and levels of management and this unique combination is what makes her training and coaching relevant and flexible for all; from individuals to smaller teams and corporate companies.

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Ken Mansell

Tax Trainer
The Institute of Chartered Accountants in Australia

Ken Mansell

Ken currently works as the Taxation Manager for Raytheon in a part time capacity. Ken has worked on the secretariat of the Review of Australia’s Future Tax System (“Henry Review”), in the office of the Assistant Treasurer advising on taxation policy and have worked in the Revenue Group of the Treasury developing and implementing policy in relation to Consolidations, Taxation of Financial Arrangements, scrip for scrip rollovers, amendment periods, specific anti avoidance provisions and objections. Ken has also worked in the Tax Division for both KPMG and Deloitte, a Tax Trainer and Tax Specialist for the Institute of Chartered Accountants in Australia and the Head of Taxation for the Seven Network Limited group. Further, Ken has worked as a legal researcher in both commercial and academic roles.

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Mark Mathews

Director
Ernst & Young

Mark  Mathews

Mark joined Ernst & Young as a Director in February 2012, bringing with him over 20 years experience in the tax profession, with a particular emphasis on negotiating the resolution of complex tax matters and running litigation in both the Administrative Appeals Tribunal (AAT) and the Federal Court of Australia. 

Prior to joining Ernst & Young, Mark was a Principal Lawyer at Moore Stephens Tax Lawyers which he was instrumental in establishing in July 2011.  He represented clients at s 264 interviews and ran complex GST and tax appeals in the Federal Court and AAT.

In 2006, Mark joined the Tax Consulting Division of Moore Stephens as a Principal where he provided advice on a range of complex tax issues, represented clients in negotiations with the ATO, and had carriage of AAT and Federal Court appeals.

In 2004 Mark commenced private practice as a barrister in Brisbane, specialising in revenue law. Mark worked with some of the leading tax silks and appeared for clients before the AAT.

Prior to private practice as a barrister, Mark was a Tax Counsel in the Brisbane Office of the ATO, determining the ATO view on a range of complex tax issues, including capital allowances and Part IVA.  Mark's extensive experience at the ATO, spanning over 13 years in policy, technical and litigation areas, has given him a unique insight into the ATO’s approach to interpretation, administration and litigation.

Mark has been an examiner for The Tax Institute's Advanced Tax Structured Education Program.


Professional Qualifications

B.Comm. (JCUNQ), 1987
LLB. (Hons.) (JCU), 1997
Grad. Dip. Leg. Prac. (Distinction) (ANU), 2001
Admitted as a Legal Practitioner of the Supreme Court of the Australian Capital Territory, 29 June 2001
Admitted as a Legal Practitioner of the High Court of Australia, 29 June 2001
Admitted as a Legal Practitioner of the Supreme Court of Queensland, 11 March 2002


Professional Associations

Chartered Tax Advisor, The Tax Institute
Member, Queensland Law Society
Associate Member, Bar Association of Queensland


Areas of expertise

Income Tax

Goods & Services Tax

Administrative Law

Equity & Trusts

Tax Audits

Tax Litigation & Strategy

State Taxes

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Mark Wilkinson

Senior Technical Advisor
Heffron

Mark Wilkinson

Mark Wilkinson is a Senior Technical Advisor at Heffron. Heffron has been assisting SMSF trustees and the professionals who advise them for over 15 years. Mark sits within the Technical Services Team at Heffron and his role is to provide high level SMSF technical support, consulting advice and training solutions to Heffron's clients.

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Michael Byrnes

Special Counsel
Clayton Utz

Michael Byrnes

Michael Byrnes is a Special Counsel in the Clayton Utz National Workplace Relations, Employment and Safety Group. With over 15 years' experience, Michael has acted for a number of public and blue chip private sector clients on a broad range of employment matters. Michael has a particular interest in advocacy and has appeared on behalf of clients in a range of proceedings before various courts and commissions, including interlocutory and final hearings.

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Nicole Greentree

Marketing Specialist - Social Media
Institute of Chartered Accountants Australia

Nicole Greentree

Nicole Greentree is a Social Media Specialist at the Institute of Chartered Accountants Australia and Director of Empower Social Media. She has over 4 years experience in social media marketing in the financial and health industries, and has been a regular lecturer at UTS School of Business, along with training local government and councils.

Nicole has a background of over 10 years in small business. This experience, combined with her professional services experience, gives her a deep understanding of relationship marketing and personal branding, both online and offline. Nicole assists companies in creating effective social media strategies, set up,  content and communication plans, and reporting and analysis, to ensure resources and ROI’s are maximised.

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Oliver Shtein

Executive Lawyer
Bartier Perry

Oliver Shtein

Oliver is a commercial lawyer with a corporate, finance and revenue law practice acting for listed and private groups, financial institutions, trustee companies and public sector and non-profit bodies.  Oliver has practised as a commercial lawyer for 25 years in Australia and also in the UK.

Oliver is the head of Bartier Perry’s PPSA Group.  He has been advising major industrial companies, financiers and leading players in the hire industry, industry associations and public sector bodies on the PPSA regime. Oliver has advised, spoken and written widely about PPSA.  He is the adviser to the Hire & Rental Industry Association on PPSA issues.

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Peter McGinty FCA

Senior Tax Training Specialist
The Institute of Chartered Accountants in Australia

Peter McGinty FCA

Peter is a Chartered Accountant with a degree in Commerce and Law from the University of Melbourne.

Peter has had over 20 years experience in income tax. This experience has been focused on domestic Australian tax issues affecting family businesses, SME’s and high wealth individuals.

Peter has worked for mid-tier accounting firms and is familiar with their in-house training needs. Peter has spent a number of years advising tax agents on tax matters.

Peter has extensive tax training experience having previously worked for the NTAA. During this time Peter also specialised in managing the ATO liaison functions and represented the association on various ATO committees.

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Peter Weatherston

Head of Consulting
Corality Financial Group

Peter Weatherston

Peter Weatherston is a Director at Corality Financial Group. A UK-qualified accountant, Peter has over 15 years’ experience within financial modelling, financial model auditing, financial management, accounting and auditing, risk, business planning and management. Peter has extensive experience in building and reviewing complex financial models for large projects across a range of sectors, including infrastructure, resources, power (including renewable energy), oil & gas. Peter is a dedicated best-practice financial modeller and a specialist in review and quality assurance, with demonstrated experience in overseeing the build, implementation or audit of rolling forecast models.

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Philip La Greca

Technical Services Director
Multiport Pty Ltd

Philip La Greca

Philip La Greca has been the Technical Services Director for Multiport Pty Ltd, a specialist in self-managed superannuation fund services, since 2003. He has been in the superannuation industry since 1980 and worked through the constant annual changes that have occurred during that time.  Philip has responsibility for the Multiport services relating to the establishment of SMSFs, compliance, technical and consulting advice.

Prior to this Philip was the National Manager Strategic Services for AM Corporation Limited. Philip had been with AM for 17 years in a variety of roles including Manager Technical Services, performing compliance roles for both life and superannuation business lines and revision of the AM self managed superannuation fund services to deal with the introduction of OSSA, SIS and transfer to the ATO.  Before AM, Philip was with William M Mercer consulting actuaries for 2 years dealing with superannuation administration and prior to that time, 4 years with MLC.

Philip was a founding member of the Australian Retirement Income Streams Association (ARISA) Technical Committee that had been involved in assisting the Government with issues related to Retirement Income Streams.

Philip is a Fellow of the Association of Superannuation Funds of Australia and has been a Director representing the Retail Sector as well as a member of the ASFA Policy Committee and ASFADisclosure, Marketing and Licensing Sub-Committee.  Currently he is a member of the ASFA NSW Small Funds Discussion Group, ASFA SMSF Policy Sub-Committee and the Small Independent Superannuation Funds Association (SISFA) Technical & Policy Development Committees.

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Rickard Warnelid

Managing Director
Corality

Rickard  Warnelid

Rickard Wärnelid has a wealth of business analytics experience gained from a range of positions in Australia and Sweden. His experience includes financial risk management, corporate finance and a vast amount of Excel and Visual Basic development. He has worked with analytical projects in a range of projects from business start-ups to multi-billion dollar infrastructure investments in Europe, the Middle East and Australasia.

Rickard's experience and areas of expertise includes:

  • Best practice financial modelling in Excel and VBA
  • Investment analysis and financial modelling
  • Analysis of strategic options
  • Financial modelling risk assessment
  • Project finance advisory and financial modelling
  • Business case analysis

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Sam Ayoubi CA

Senior Tax Trainer
The Institute of Chartered Accountants in Australia

Sam Ayoubi CA

A seasoned tax trainer, Sam brings a wealth of practical experience to his role at the Institute. His extensive consulting and training skills have been developed in second-tier firms including Moore Stephens and William Buck. Prior to joining the Institute Sam worked as a tax trainer with Kaplan Professional where he was involved in major training engagements including the ATO and Big 4 accounting firms. He has also been involved with the delivery and assessment of the Chartered Accountants Program since 2003. Sam is a Chartered Accountant and holds a Masters in Tax and Bachelor of Commerce majoring in Accounting, Commercial Law, and a sub-major in Economics.

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Sandra Lawson

Partner, Audit & Assurance
Grant Thornton Australia Limited

Sandra Lawson

Experience

Sandy has over 15 years experience providing audit & assurance services to her clients.  She is experienced in a range of industries, which she has gained through working with a varied client base in both the public and private sectors.   Sandy leads Grant Thornton’s Melbourne Aged Care Sector Group and her exposure to, and depth of knowledge of the aged care industry allows her to provide a value added service to her clients. In 2012, Sandy in conjunction with the Department of Health & Ageing, presented on what was then the newly introduced Aged Care prudential changes.    

By drawing on her experience, Sandy is able to identify, comprehend and provide meaningful advice and methods of resolution which address the key business and audit risks, as well as operational issues facing her clients.

Qualifications:

Bachelor of Business (Accounting)

Registered Company Auditor

Member of the Institute of Chartered Accountants 

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Sharlene Anderson

Director
Veritas Corporation

Sharlene Anderson

Sharlene Anderson is a Director of Veritas Corporation, specialising in Audit and Forensic Accounting services. Sharlene has significant experience auditing across various legislative frameworks, and is known for her practical approach. Having audited in excess of 5000 SMSFs, Sharlene is recognised as an expert in her field with considerable knowledge of the rules and regulations pertaining to audit and superannuation. Sharlene provides technical advice to the clients of Super Auditors and others within the profession. 

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Shirley Schaefer FCA

Partner
BDO (SA)

Shirley Schaefer FCA

Shirley Schaefer has over 20 years of experience as a Chartered Accountant, joining the South Australian firm in 1994 and becoming a Director in 2001. Shirley has a broad base of compliance experience having been involved in the audit of superannuation funds and other companies in the financial services sector and provides advice and interpretation of superannuation legislation.

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Susan Campbell

Director of Heritage Bank
Argyll Pty Ltd

Susan Campbell

Susan Campbell FFin, BCom (Melb), GradDip (SIA), MBA (RMIT)

Director of Heritage Bank

Susan is a non-executive Director for Heritage Bank and the Managing Director of ARGYLL; a treasury consulting firm. She is an expert in treasury, internal controls and risk management. Susan has an international reputation for training and presenting in her areas of expertise and she currently conducts presentations in the risk management area for the Institute of Chartered Accountants, Australia; AFMA and Euromoney internationally. Her past includes working as the corporate treasurer for a large domestic retail company, an international mining company and a policy and research advisor. Susan is also a commentator on risk and treasury and author in this area. She is a very engaging presenter with a myriad of experience across a broad range of industries.

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Susan Orchard

FCA, CA SMSF Specialist
Susan Orchard Chartered Accountants

Susan Orchard

Susan is a sole practitioner with over 20 years experience in superannuation. She has run a specialist superannuation practice since 1998, acting as an auditor to over 600 self managed superannuation funds. Susan is a member of the Institute’s SMSF Committee and she also represents Institute members on the ATO Auditor working group. She represents auditors on the SMSF independence taskforce and is currently a GAAP Consulting Network member. Susan has recently become a CA SMSF Specialist.

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Theo West

Associate Director
Corality Financial Group

Theo West

Theo West is an Associate Director at Corality Financial Group.  Theo has worked in lead analytical and modelling roles in institutions varying from a boutique private equity firm through to a large infrastructure fund over the past nine years. Throughout his career, Theo has had a strong focus on financial modelling, project finance and precision financing analytics, particularly in the infrastructure sector. Theo joined Corality’s Sydney team after successfully launching the firm’s London office. Theo is now Director of Content for Corality’s Training Academy, developing new courses and tailoring in-house training for clients globally.

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Tim Heng

Associate
Corality Financial Group

Tim Heng

Tim Heng is an Associate in Corality’s Sydney Consulting team. Tim specialises in analytical consulting and modelling review services. Qualified in actuarial studies, Tim has over seven years’ experience in credit risk, analytics, model audit and project finance. He has worked on projects in the infrastructure, energy and resources sectors across Australia, Europe, Africa and the Middle East. Tim is also one of Corality’s lead trainers, having led public training courses in Sydney, Perth and New York on best practice and advanced project finance modelling, as well as tailored in-house courses from Australia to the US on forecasting analytics, M&A and valuations.

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Tim Miller

Head of Technical Services
Cavendish Superannuation Pty Ltd

Tim Miller

Tim has worked in the superannuation industry for over 18 years. He is a lecturer for the joint Cavendish/University of Adelaide three day specialist SMSF course, and a regular presenter at SMSF industry and independently organised events for service providers and trustees. He contributes to many print and online publications. He has a practical approach to SMSF compliance.

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Verne Ordman

Director
Verne Ordman & Associates

Verne Ordman

Verne Ordman has worked for over 25 years in the corporate training industry in Australia, the USA and South Africa. She has designed numerous seminars and online programs, one of which won an Australian Institute of Training and Development – Training Design Award. She is a well-known and respected business writing coach, consultant and author. Her company is a preferred tenderer for the Australian Public Service Commission Leadership Learning and Development Panel. Her new book, the Business Writing Style Guide will be available in all bookshops in September.

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Yasser El-Ansary

General Manager of Leadership & Quality ICAA
Institute of Chartered Accountants Australia

Yasser El-Ansary

Joining the Institute in early 2009, Yasser has over 15 years of experience in a variety of business and advisory roles, having started his career in the specialist field of tax.

Yasser is responsible for leading the Institute’s public policy team, which spans a wide variety of disciplines dealing with major issues that impact businesses and the broader economy.

An important part of Yasser's role is to work closely with the Federal Government and its agencies on policy and administration matters, as well other regulatory bodies both within Australia and abroad. In addition, he is involved in developing and executing the organisation-wide strategic imperatives of the Institute, and talking to its 70,000 plus members right across the country.

Prior to his current role, Yasser was the Institute's Tax Counsel, and has held previous positions with Australand Holdings Limited, PwC, the Federal Department of the Treasury and Rio Tinto Limited.

Yasser is a Chartered Accountant and holds a Bachelor of Commerce from the Australian National University and a Master of Taxation Law from the University of New South Wales.

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