Presenter Profiles
Andrew Conway
Chief Executive OfficerInstitute of Public Accountants
As one of Australia’s youngest chief executive officers and the accounting profession’s rising stars, Andrew has played a direct role in shaping corporate regulation. He has represented the Australian government through international delegations which included observing the 2002 congressional elections in the United States and in 2006 the Peoples’ Republic of China with APEC.
Prior to joining the Institute of Public Accountants, Andrew was appointed Chief of Staff by Australia’s Prime Minister to provide strategic and policy advice. He has also worked as an accountant for an Insolvency firm in Australia.
Andrew is a qualified accountant, holds a Bachelor of Commerce, Bachelor of Teaching and has completed a Masters in Commercial Law. Andrew occasionally lectures at Deakin University and was recently appointed Professor of Accounting (honoris causa) of the Shanghai University of Finance and Economics.
In 2001, Andrew received the Centenary Federation Medal by HM Queen Elizabeth II through the Order of Australia for community service
Andrew Mills
Senior ConsultantJRC Financial Services
Andrew has a background in financial markets including time spent in stockbroking and corporate treasury. He has also worked in consulting roles, where he specialised in SME clients across a wide variety of industries. Andrew holds a Graduate Diploma in Applied Finance & Investment, a Bachelor of International Business and is working on his MBA.
Angela Stainwall
PrincipalAngela Stainwall Pty Ltd
Angela has a degree in Economics and Graduate Diploma in Education. She is a CPA member and has been a PNA since 1995. She has worked for two CPAs and one Chartered Accounting Practice, before forming her own accounting practice in 2004 (Angela Stainwall Pty Ltd) where she is a sole practitioner. Prior to working in Public Practice she taught for 2 years in Secondary school before progressing to full time lecturing at Swinburne TAFE (4 years). The combination of strong academic qualifications, experience in lecturing at a Tertiary level and dealing daily with clients in her own practice enable Angela to provide a workshop that is informative, relevant, easy to comprehend and immediately applicable to issues that are raised on a daily basis.
Arlene Macdonald
BA LLB GDLP TIA (Life)Edmund Barton Chambers
Arlene Macdonald BA LLB GDLP TIA (Life) TEP has practised as a Barrister at Edmund Barton Chambers Adelaide for more than 14 years after 8 years at the Australian Government Solicitor acting for the ATO.
Her main area of practice covers wide ranging SME advice and litigation across the wide range of Commonwealth and State taxes and duties especially dealing with disputes. She is experienced in acting for both taxpayer and the Commissioner of Taxation in cases at the Administrative Appeals Tribunal, the Federal Court and the Supreme Court. She also advises in trust law and other areas of law especially as they interest with tax and trust law.
Among many professional memberships, she is a member of the SA Bar Association, a life member of the Taxation Institute of Australia, and the Adelaide chairman of STEP (the Society of Trust and Estate Practitioners).
She is a very experienced and sought after speaker both in Australia and overseas.
Ashley Course
DirectorWPIAS Training Academy Pty Ltd
Ashley is the Director of My Training Partner which specialises in the provision of audit and assurance training and related services. Ashley has extensive experience designing and developing audit and quality control systems, plans and programs. Ashley’s experience extends to developing audit content for the professional accounting bodies and a mid-tier international network of accounting firms. Ashley's experience also extends to training the CPA Australia Quality Reviewers on Auditing and Professional Standards and lecturing in Audit and Risk Management at Bond University on the Gold Coast.
Ashley has been a representative on the Institute of Public Accounts’, Financial Services Working Group, and Treasury’s Stronger Super Working Group providing recommendations to the Government in response to the Stronger Super (Cooper) Review.
Aubrey Joachim
Principal ConsultantLeading Edge Change
Aubrey Joachim is a Fellow of the Chartered Institute of Management Accountants (CIMA) UK, an MBA from the Sydney Graduate School of Management and a graduate of the Australian Institute of Company Directors.
Aubrey’s 30 years of professional experience spans across Asia, the Middle East, UK and Australia in senior finance positions with leading UK and US multi-national corporations and a major Australian public sector utility organization.
Aubrey has been on the global speakers’ circuit for over 10 years, he set up his own boutique consulting company – Leading Edge Change in 2005, and is now a management coach, mentor, management trainer and public speaker much in demand across New Zealand, Australia, South East Asia, South Asia, the Middle East, Africa and Europe.
Aubrey runs management courses and workshops for leading conference companies around the world. He also runs training programs for Professional Accounting bodies in Australia, Malaysia, Singapore as well as CIMA globally. He is also a trainer and facilitator for the Australian Institute of Company Directors.
His writing skills have also been widely recognized and his articles have been published in many professional journals including Financial Management, National Accountant Australia and Charter, the magazine of the Institute of Chartered Accountants, Australia. His opinion pieces have been published in the business press in many countries.
Aubrey runs finance transformation presentations for the world’s leading organizations such as Ford, IBM, Barclays Bank, Rolls Royce, Unilever, Shell, Infosys, WNS, Swire Coca-Cola and Time Warner. He is also a guest presenter at the University of Teesside, and Edinburgh University Business School.
Aubrey’s areas of expertise and interest include – strategic management accounting, financial management, organization strategy, risk management, finance transformation, business analytics, governance and change management.
Aubrey has a significant profile on Google and Yahoo.
Barrie Adams
Corporate Consultant and Company Director
Barrie Adams PSM FCPA has enjoyed his careers in the private sector and with the Commonwealth and State Governments.
He commenced with the Shell Group of Companies in Brisbane then Sydney and Melbourne which culminated in his appointment as the South Pacific Audit Manager.
Barrie then returned to Brisbane where he held a number of senior positions in the Corporate Affairs Office, including in 1989, his appointment as Director, Corporate Development and Operations.
He was appointed as Queensland’s first Regional Commissioner of the Australian Securities and Investments Commission (ASIC) in January 1991 until March 2000. In January 2000, he was awarded the Public Service Medal for outstanding public service as Regional Commissioner in Queensland.
Barrie has been an active member of CPA Australia and was a Director on the Board of CPA Australia for 3 years.
Since leaving ASIC, he has held board positions on listed and unlisted public companies. He continues to hold board positions including the position of Chairman. Barrie is the Chairman of three Compliance Committees and still chairs two Audit & Risk Committees.
Barrie delivers presentations on Corporate Governance, Risk Management, Directors’ Duties and Ethics. He is a regular presenter for CPA Australia on Governance and Corporate Social Responsibility.
He is Chairman of QUT’s Business Advisory Committee and the President of the Eumundi Chamber of Commerce. He has a strong involvement in the community.
Brett Thornett
DirectorApplied Education
Bryce Holdaway
Associate DirectorCapital 360
Bryce Holdaway is the Co-Host of Relocation Relocation Australia on the Lifestyle Channel as well as a dynamic educator, speaker and Associate Director of Capital 360 and The Ironstone Group.
Bryce holds an Accounting Degree, full Real Estate License as well as a Diploma in Financial Planning and this unique collection of qualifications, along with over 13 years of experience in property acquisition and investing personally and professionally, allows Bryce to relate well to all types of property buyers and investors. He has successfully guided nervous first timers through the complex property maze right through to helping experienced property portfolio builders who wish to create a life changing retirement lifestyle through property. Bryce has been actively assisting property buyers and investors nationally and internationally purchase property in New South Wales, Victoria, Queensland, Western Australia and Tasmania.
Bryce is a frequent speaker at national events including the Melbourne, Sydney, Brisbane and Perth Property Expos as well as at regular professional events around the country. He prides himself on providing simple and easily digestible property concepts that help his clients to become high net worth property investors. He has contributed feature articles in Money Magazine and the “Ask the Expert” column in Your Investment Property magazine along with radio interviews on 2GB in Sydney and MTR in Melbourne.
Channa Wijesinghe
Technical DirectorAccounting Professional & Ethical Standards Board
Mr. Channa Wijesinghe is a graduate of Monash University and holds a MBA from Deakin University. He is a Member of the Institute of Chartered Accountants in Australia, CPA Australia and the Chartered Institute of Management Accountants (UK). He has over ten years experience in big four firms and was an Audit Director in the Melbourne office of Deloitte. His commercial experience includes two years with AGL Group where he was a member of the AGL Group IFRS Project team and was involved in IFRS implementation. He joined the APESB in January 2007 and since that time has been responsible for the technical work program of the Board which includes the development of professional standards which are applicable to members of the Australian Accounting profession. He has chaired APESB taskforces which developed professional standards on Valuation Services, Forensic Accounting, Insolvency Services and Due Diligence Committees.
Damian Harriss
Partner, Family Law GroupMills Oakley Lawyers Pty Ltd
Damian is a Partner and Joint Family Law Team Leader. He has more than 17 years experience advising and acting for clients in all areas of family law, with particular expertise in complex property disputes, parenting disputes and litigious and non-litigious matters.
Damian:
has a strong commercial focus with proven ability to work closely with clients to achieve prompt and fair outcomes
is efficient, accurate and attuned to his clients’ desires for precise,
practical and pragmatic advice
has experience in very complex property and parenting cases
completed his Master of Laws degree (LLM) specialising in family law in 2004
Damian provides advice relating to all areas of family law, including:
property settlements between married, unmarried (de facto) and same-sex spouses upon relationship breakdown
litigious and non-litigious financial and parenting cases
spousal maintenance and child support
the interstate and international relocation of children
the preparation of financial agreements (eg pre-nuptial agreements) and deeds of settlement
family violence applications (including obtaining and defending intervention orders)
the interaction of family law and bankruptcy
Damien Lockie
Victorian BarDamien practises as a Barrister-at-Law at the Victorian Bar and as a Nationally Accredited Mediator. He is an Adjunct Professor of Law at Bond University, teaching Climate and Clean Energy Law. Dual qualified in law and accounting, he has more than 25 years experience as a solicitor, accountant and advocate specialising in property and environmental laws and Federal and State revenue laws. Damian is a member of the Climate Change working party of the Law Council of Australia and the Climate Change Committee of the Taxation Institute of Australia. He has been involved in consultation on the Carbon Pollution Reduction Scheme and the replacement carbon pricing mechanism.
Daniel Biancardi
Practising Tax
Daniel is Practising Tax’s key Sydney based trainer. Daniel is passionate about providing tax training to his clients and assisting them with finding solutions to complex tax issues. Like all Practising Tax trainers, Daniel’s skills as a tax trainer make the seminars he delivers practical, user-friendly and engaging (and of course technically sound).
Such is Daniel’s passion for tax training that he has made it his career (spanning over ten years). Daniel’s tax training experience includes responsibility for the implementation and co-ordination of a comprehensive training program for the BDO Business Services Division, acting as in-house tax specialist for Prosperity Advisers, and tax training roles with Webb Martin Tax Training and the Institute of Chartered Accountants.
David Coogan
PartnerPricewaterhouseCoopers
As the National Leader of PwC’s Superannuation Practice, David brings over 30 years experience in the superannuation industry, including assurance, fund merger, strategic outsourcing and other advisory expertise to any engagement.
David’s relevant experience includes the outsourcing of administration and trustee arrangements of a number of corporate superannuation funds in Australia.
He has worked on administration tenders for a number of funds in Australia. This included undertaking the strategic review of the stakeholders’ requirements and tailoring the Request for Tender to meet their technical and service standard expectations. Extensive due diligence was undertaken of the market participants.
He has recently completed a review of the Commonwealth Government Superannuation Administration arrangements working with the Department of Finance and Deregulation. This review made a number of recommendations to Government on the future for the Commonwealth Public Sector Schemes.
David is involved in various industry submissions on accounting and audit standards, including specific involvement in AGS 1026, GS 007, AAS 25 and ED 179.
David Hazlehurst
General Manager, Tax System DivisionThe Treasury
David Hazlehurst is the General Manager of Tax System Division in the Commonwealth Treasury, which is responsible for whole of system perspectives on tax and transfer policy development, the design of the tax law, and the management of the Government’s tax legislative program. In partnership with other Treasury divisions, the division is also progressing the Government's response to the Australia's Future Tax System Review. Prior to this, David was Chief Advisor in the Secretariat supporting the review.
Before joining the Treasury in July 2008, David spent nearly 20 years in research, policy development and implementation roles across several Australian Government portfolios including Immigration and Multicultural Affairs, Prime Minister and Cabinet, Social Security, and Family and Community Services. Most recently, he was Group Manager of Families in the Australian Government, Department of Families, Community Services and Indigenous Affairs, providing advice to the Government in the areas of broad family policy, family assistance, income management, child support and family relationship services.
David Parmenter
WaymarkDavid Parmenter is an international presenter who is known for his thought provoking and lively sessions, which have led to substantial change in many organisations. David is a leading expert in: winning leadership, the development of winning KPIs, and 21st century measurement, management and reporting techniques.
His work on leadership is gathering acclaim in America where his articles appear in the flagship journal “Leadership Excellence”
He has speaking engagements as far afield as Auckland, Wellington, Sydney, Melbourne, Brisbane, Adelaide, Canberra, Perth, Darwin, Hong Kong, Darussalam, Kuala Lumpur, Singapore, Johannesburg, Jeddah, Tehran, Prague, Rome, Dublin, London, Birmingham, Manchester, Edinburgh and Toronto.
John Wiley & Sons Inc have published his five books including “Winning CFOs: Implementing and Applying Better Practices”, “The leading-edge Manager’s guide to success – strategies and better practices, and “Key Performance Indicators – developing, implementing and using winning KPIs” which is now in its second edition and is a best seller.
David has an in-depth understanding of better practices of corporate accountants across all sectors. David has also worked for Ernst & Young, BP Oil Ltd, Arthur Andersen, and Price Waterhouse. David is a fellow of the Institute of Chartered Accountants in England and Wales.
David Sauer FCA
Associate – Accounting and Auditing StandardsGAAP Consulting
David Sauer runs a boutique accounting practice from Box Hill, Victoria specialising in training and advising on standards, and providing auditing services to SME’s and not-for-profits. He is a member of the GAAP Consulting Network led by Colin Parker, former CPA Technical Director.
David has provided practical professional development for accountants across Australia for over 22 years. He worked for 12 years at Deloittes and Moore Stephens providing audit and consulting services to a full range of clients, before establishing his own practice in 1994.
He has worked closely with the accounting bodies, delivering professional development and servicing members, for example working on CPA Australia’s technical hotline for 5 years. His training services are appreciated because of his understanding of the technical issues combined with an ability to communicate with affected parties of widely differing backgrounds. This has also resulted in his authorship of a range of implementation guides and templates, assisting with the translation of rules into compliant outcomes.
Doug Niven
Senior Executive Leader, Accountants and AuditorsAustralian Securities and Investments Commission
Doug Niven is the ASIC’s Senior Executive Leader, Accountants and Auditors. He leads ASIC’s financial reporting surveillance and audit inspection programmes, development of financial reporting and audit policy, and is primarily responsible for external liaison on accounting and audit related matters. His team also supports and advises other areas of ASIC on accounting and audit related issues and developments.
Doug is a member of the International Organisation of Securities Commission’s Standing Committee on Multinational Disclosure and Accounting, the International Forum of Independent Audit Regulators, and a number of their subcommittees. He chairs the IOSCO IFRS Regulatory Interpretation and Enforcement Subcommittee and the IFIAR International Co-operation Working Group.
Doug was responsible for ASIC’s role in the transition to IFRS and was ASIC’s representative at the Urgent Issues Group.
Doug has been with ASIC for 11 years. Prior to joining ASIC, Doug was with Deloitte Touche Tohmatsu for 15 years where he managed audits in a wide range of industries, specialising in the life insurance, general insurance, funds management and banking industries. He was also National Technical Manager.
Geoffrey Harris CPA (Fellow)
CDC Liberty
Geoffrey Harris CPA (Fellow) has conducted a detailed market analysis of accountants' understanding of Torrens title and its implications to due diligence, compliance and SMSFs. His findings have led to several published articles and nation-wide lectures on the subject to assist accountants in mitigating their practice risk.
He has a Company Directors Diploma, is a past Fellow of the Australian Institute of Company Directors, is an accredited investment fiduciary through the US based Foundation for Fiduciary Studies and holds financial advisory qualifications through CPA Australia.
He has previously held the positions of State Manager Solution 6 (now MYOB) and Regional Director of Hays Personnel Services. His professional background also extends to KMG Hungerfords Chartered Accountants, Hewlett-Packard and NCR Corporation.
Geoffrey sat on the board of the Lotteries Commission of Western Australia (now Lotterywest) in the period 1994 to 2001 during which time he was also Chair of the Gordon Reid Foundation for Recreation for the Disabled and a committee member of the WA Police Helicopter Rescue Trust.
He regularly lectures on the national professional development circuit to accountants and financial advisers.
George Kolliou
Senior Tax CounselLogie-Smith Lanyon Lawyers
George Kolliou is Senior Tax Counsel with Logie-Smith Lanyon Lawyers.
George qualified as an accountant in 1984 and worked for the Australian Taxation Office for three years then had a 12-month stint at the ANZ Bank before entering public practice to specialise in business taxation.
In 2005, after more than 15 years as a principal and partner in public practice, George (who also taught accounting at La Trobe University) decided on a change of direction and completed his law degree at Monash University.
Tax law is widely considered to have been subjected to more legislative change than any other area of the law over the last 20 years. As a consequence, it is extremely difficult for accountants in general practice to keep themselves abreast of all the amendments to tax laws. George likens his relationship with accountants with the relationship GPs have with medical specialists - he complements their role and gives them advice on complex aspects of their clients’ taxation affairs.
George’s expertise is wide-ranging and encompasses tax matters relating to areas such as capital gains, FBT, GST, superannuation law, Workplace Agreements, estate planning, purchase of a business and contracts. He works closely with experts from the other disciplines within Logie-Smith Lanyon and advises on the tax implications associated with dispute resolution, property development, business structuring and litigation.
George’s special area of interest is the intersection of tax and trust law.
George, who was one of the instructing solicitors for the first GST case to go to the High Court of Australia, frequently presents at conferences and seminars, and writes for professional journals on tax matters.
Glen Jacobsen
Account ManagerBrokers and Financial Services
Glenn Trenwith
Financial Information Service Coordinator SA/ Industry AssistanceCentrelink
Glenn has been a Public Servant for 35 years, transferring from the Department of Veterans' Affairs to Social Security as a Financial Information Service Officer in 1995. Since April 2009, Glenn has taken up the position of Financial Information Service Coordinator (SA) and providing assistance to the Financial Industry.
Grahame Rees
Australian Taxation Office
Grahame Rees is an experienced Tax Officer who has many years experience assisting international delegations, legal and tax professionals, business associations, community groups and small business operators, to understand an extensive range of Australian tax issues. He is a member of the specialist Education Programs team and has been presenting seminars and workshops on various taxation topics for more than ten years.
Grahame graduated from Sydney University with a Bachelor of Economics (majors in accounting and business law), and qualified as a Certified Practising Accountant.
Grahame specialises in delivering education on new laws and rulings, explaining how any changes and updates interact with existing legislation. He has delivered seminars and workshops to a wide range of audiences across Australia, including addresses to the NSW Bar Association, Institute of Chartered Accountants, various legal conferences, and tax practitioner discussion groups.
Greg Divall
Program Manager, Standard Business Reporting ProgramThe Treasury
Greg Divall is currently the Program Manager for the Standard Business Reporting Program in the Treasury - accountable for the overall implementation of SBR.
Greg has extensive experience in Australia's Commonwealth Government; with the Department of Social Security, Centrelink, Commonwealth Department of Human Services and more recently with the Australian Treasury.
Greg's early work was focused primarily in direct service delivery. He was instrumental in the massive transformational change, which created Centrelink in 1997 - this initiative was recognised by the Australian National Audit Office as a Best Practice implementation.
Heather Gray
PartnerDLA Phillips Fox
Heather is a partner in the Superannuation and Funds Management group at DLA Phillips Fox and has practiced in the areas of superannuation, financial services and trusts for more than 20 years.
Heather acts for clients across the superannuation sector, including industry, self managed and other superannuation funds, service providers and industry bodies. Heather also practices in the area of estate planning, particularly for clients who have substantial interests in superannuation, or who have complex ownership structures or difficult family issues to address.
Heather is a Fellow of the Tax Institute of Australia, a member of the Australian Institute of Company Directors, the Australian Institute of Superannuation Trustees, the Superannuation Committee of the Law Council of Australia, Women in Super and the Law Institute of Victoria. She is a member of the Law Council of Australia Superannuation Committee, and is a Law Council representative on the Australian Taxation Office's Superannuation Consultative Committee and the National Tax Liaison Group (Superannuation Technical Sub-group).
She is a former director of the legal industry superannuation scheme now known as legalsuper, and is a frequent speaker at superannuation conferences and seminars.
Ivor Worrell
Worrells Solvency & Forensic Accountants
Ivor Worrell is a Registered Trustee in Bankruptcy and Official Liquidator. Ivor is a leading Queensland insolvency practitioner and in a career spanning 37 years he has developed experience in Corporate and Personal Insolvency, Receivership and Litigation Support.
Jason Bettles
Insolvency 101Worrells Solvency & Forensic Accountants
Jason is an Official Liquidator, Registered Liquidator, Registered Bankruptcy Trustee, Chartered Accountant and a member of the Insolvency Practitioners Association of Australia. He has worked exclusively in the field of insolvency since 1995, managing the Gold Coast Insolvency Division of a second tier accounting firm for two years before joining us in October 2001. Jason has experience in all forms of corporate and personal insolvency matters. He has provided recommendations on the most appropriate solutions to deal with insolvency issues to all types of parties. Jason's knowledge and experience allows him to consider informal arrangements to solve insolvency problems, as well as the formal insolvency administrations.
Jason Gehrke
DirectorFranchise Advisory Centre
Jason has 20 years’ experience in franchising and has worked at franchisee, franchisor and advisor level. Jason is a former award-winning franchise CEO, teaches undergraduate and postgraduate programs at Griffith University’s Asia-Pacific Centre for Franchising Excellence, is a director of the Franchise Council of Australia, and served on the Australian Competition and Consumer Commission’s (ACCC) Franchising Consultative Panel for more than five years.
Jenny Daborn
Practising Tax
Jenny is a tax trainer and part owner of Practising Tax. Jenny’s warm and down to earth personality makes her a great tax trainer. She has an approachable and enthusiastic teaching style which enables her to connect well with practitioners of all levels and experiences, particularly junior staff.
Jenny has 14 years experience in the tax training industry which gives her an excellent understanding of the tax training needs of public practice. Jenny commenced her career at a regional CPA firm where she became familiar with the challenges faced by public practice. Jenny left public practice for an opportunity to work at Webb Martin, where she became an accomplished (and very highly regarded) trainer, and ultimately part owner of the business.
Testimonials
“The information was clear, concise and where necessary explained well in the depth required.”
“Presenter provided a non-threatening and informative session that enabled participants to contribute or query if they so required. Felt like you were in the room with her.”
John McAlister
Assistant Commissioner - Standard Business Reporting, and Assistant Registrar - AUSkeyAustralian Taxation Office
John McAlister is currently an Assistant Commissioner, Standard Business Reporting, and Assistant Registrar, AUSkey. Leading the Services and Operations Branch, John has a leading role in delivering ‘whole-of-government’ service delivery and is directly responsible for the SBR Single reporting language (the SBR Taxonomy), leadership and day-to-day operational aspects of the SBR solution in the Australian Taxation Office and business leadership of AUSkey.
John is a recognised leader and strategic thinker with an attitude and enthusiasm for achievement. In both the public and private sectors John has lead strategy, design and the implementation of change, particularly from ‘old’ to new technology, delivering business and administrative systems and programs at low risk.
This is demonstrated through his current role in the Standard Business Reporting Program, and his previous leadership of major projects such as e-tax and positioning e-tax as the major tool for developing and delivering pre-filling initiatives to individuals and tax agents.
John’s interpersonal skills have enabled him to build strong relationships with key stakeholders across the business community, government, with software developers and tax agents, while promoting a strong user-centred, co-design perspective.
John Storey
AssociateMills Oakley
John Storey is an Associate within Mills Oakley’s Taxation Team. Prior to joining the Mills Oakley Taxation Team in 2006, John worked as a professional tax trainer with the national training firm, Webb Martin.
John has developed expertise in advising high wealth individuals and small and large family businesses in respect of capital gains tax and business structuring, GST, business succession planning, complex estate planning, tax effective asset protection and general tax advisory services.
John has unique experience providing training services to accountants, financial advisers and other professionals, and can offer his first hand experience of the challenges Australia’s complex tax system can create.
Kath Bowler Nick Hilton
29/11/11 Dual log-in created for session on 29/11/11.
Kerry King
DirectorGlobal Business Mentoring Pty Ltd
Kerry King PNA has been providing management accounting and business development advice to small to medium enterprises since 1995 and is a trained personal development coach.
Kerry’s background is in public practice and building & construction having held management roles in major building and construction projects in Australia, Papua New Guinea and Fiji.
Kerry owns Global Business Mentoring Pty Ltd and developed the Business Mentoring Program for small business and is the creator of the Business Advisors Tool Kit.
Kerry is also a shareholder and Director of Strategem 4, a business development services company and member of the Principa Alliance.
Leanne Fink Rachael Moller
HR Integration
HR Integration is a small boutique consultancy that was born out of a desire to put a people focus back into Australian workplaces. With over twenty years of experience within human resources and recruitment the directors of HR Integration, Leanne Fink and Rachael Moller understand the practical application of employment relations legislation to the recruitment process and incorporate this into their practical recruitment solutions.
Leanne and Rachael have an extensive Human Resource background gained working with organisations of various sizes and industry sectors, including finance, health, pharmaceutical, retail, tourism, engineering, government and manufacturing.
Lesley Wood
General ManagerAustralian Loan Company Ltd
Lesley has always wanted to have a challenging Executive role with a dynamic organisation where she has the ability to combine proven management, marketing, lending and strategic planning skills with effective communication. She achieved this in 2003 when she started Australian Loan Company for Professional Investment Services. This company has grown to just under $6 billion in FUM and has in excess of 280 brokers. Her current objective is to lead her team and the company through the current legislative environment providing an internal offering to the Groups, Credit Representatives, as well as an external offering suitable for license holders from all areas of finance.
Lloyd Driscoll
Executive General Manager Member KnowledgeInstitute of Public Accountants
Lloyd Driscoll has worked for the NIA / IPA for seven years in the area of Member Knowledge after a career involving academic teaching and administration as well as accounting roles in the banking sector.
Mano Georgopoulos
Senior Director, SBR Services and OperationsAustralian Taxation Office
Mark Gibbs
Business Blitz
Mark Gibbs is an MBA-qualified marketing consultant who focuses on the latest trends in marketing strategy.
Matt Fehon
PartnerKPMG Forensic
Matt is a Partner of KPMG Forensic and has over 20 years investigative and consulting experience.
Matt has an extensive portfolio of investigative assignments and this experience, coupled with his accounting and commercial experience provides the mix of skills required for Forensic assignments. Matt has significant experience in the Resources and Financial Services sectors and provides advice to boards, executive management and industry groups.
Matt assists clients deal with commercial and contractual disputes, investigative assignments involving fraud, misconduct, financial analysis and forensic technology assignments.
On the proactive front, Matt contributes to our global thought leadership initiatives and the provision of Fraud Risk Management services to clients to mitigate the risk of fraud.
Michael McDonald
Principal PartnerMcDonald Partners
Michael McDonald has extensive experience in corporate and commercial law, including business restructuring, corporate succession planning, commercial litigation, intellectual property and intellectual property licensing. With over 20 years experience in succession planning, Michael regularly conducts workshops throughout Australia to assist businesses of all sizes in setting up an effective succession plan for both voluntary succession events such as retirement, and involuntary events such as death, illness or accident. Michael has provided these services for AXA Australia, First National Real Estate and has been a guest speaker at international and national conferences.
Michael Schaper
Deputy ChairpersonAustralian Competition & Consumer Commission
Michael Schaper is currently the Deputy Chairman of the Australian Competition and Consumer Commission. His work has a special focus on small business, franchising, industry associations and business liaison. Dr Schaper was appointed to this role in July 2008 for a period of five years.
He is also an Adjunct Professor of Entrepreneurship with Curtin University of Technology in Western Australia.
Dr Schaper brings extensive experience in the area of small business through his previous roles as ACT Small Business Commissioner, Dean of Murdoch University Business School in Western Australia and head of the School of Business at Bond University in Queensland.
A previous president of the Small Enterprise Association of Australia and New Zealand, he has been a member of the board of directors of the International Council for Small Business and has held the foundation professorial chair in Entrepreneurship and Small Business at the University of Newcastle. Prior to this, he was employed as a senior lecturer at Curtin University, responsible for the university’s entrepreneurship degree programs.
Between 2001 and 2003 Dr Schaper held several posts as visiting Professor at the Ecole de Management Lyon, France, and the University of St Gallen in Switzerland. In Australia he has served as an Adjunct Professor at both Curtin University and the University of Canberra.
In addition to his extensive academic career, Dr Schaper has worked as a professional small business advisor and as the owner of a number of new business start-ups.
In 2009 he was recipient of the “National Small Business Champion Award” by the Council of Small Business Organisations of Australia.
The author or co-author of ten business management books, he has been a regular columnist in a number of national magazines, newspapers and journals on business issues. He has also worked as a policy advisor to government at both the state and federal level.
He holds a PhD and a Master of Commerce degree from Curtin University, as well as a Bachelor of Arts from the University of Western Australia.
Michael 'MC' Carter
Founder and DirectorPractice Paradox Pty Ltd
Michael ‘MC‘ Carter founded the consulting, training and publishing organisation Practice Paradox Pty Ltd after noticing the common phenomenon in accounting firms whereby accountants typically struggle to ‘sell’ optional non-compliance services to clients. Ironically, these optional services relate to planning (tax planning, cash flow planning, business planning, succession planning, etc.) and help clients achieve a better future. Through marketing and innovation, MC helps firms bridge the gap between what they are technically capable of delivering to clients, and what they actually provide to clients. MC has worked for over 21 years in professional services and technology related businesses.
Morgan Lane
PartnerWorrells
Nick Tindley
Advisory Services ManagerFCB Group
Nick is the Advisory Services Manager with FCB Group, and has over nine years experience providing industrial relations and employment law advice.
Nick spent over six years with the National Retail Association, including almost three years as Director of its Employment Law Division. During this time, Nick assisted a wide range of small, medium and large businesses with a variety of employment relations issues.
Nick has particular expertise in:
- Enterprise Agreement negotiations and NDT/BOOT compliance;
- Executive terminations and redundancies;
- Drafting and reviewing employment contracts;
- Transmission of business;
- Underpayment claims;
- Equal Opportunity and Harassment; and
- Management of Ill and Injured Employees.
Pat Gazzana
Lecturer in Constitutional LawRMIT University - Graduate School of Business and Law
Paul McCullough
General ManagerDepartment of Treasury
Paul is currently the General Manager of the Business Tax Division in the Revenue Group of the Treasury. In that capacity, he is responsible for oversight of tax policy advice to the Government on issues related to the taxation of businesses and implementing the Government’s business tax legislation programme.
Over the past 12 years he has been the General Manager of various Divisions in Revenue and Budget Groups with responsibilities for business, personal and indirect taxation and has acted for extended periods as the Executive Director of the Revenue Group. In 2004-05 he led Treasury’s Review of Self Assessment which resulting in a number of reforms to the income tax system. In 1997-98 he was part of Treasury’s Tax Reform Taskforce and was responsible for the design of the GST and other indirect tax reforms, as well as reforms to the tax collection and payment systems.
Paul previously spent a number of years with the Australian Taxation Office occupying several Assistant Commissioner and Assistant Deputy Commissioner roles before transferring to the Treasury.
Peter Adams M Tax Law, FTIA CA
Peter has an undergraduate degree in law and a Masters degree in taxation law from the University of Melbourne. He is a Fellow of the Tax Institute of Australia. His career which spans more than 17 years has taken him across senior tax roles in both the profession and commerce. Following an initial period in the profession with the local practices of KPMG and Pricewaterhouse Coopers, Peter spent several years in the investment banking sector as Australasian group taxation manager for both BNP-Paribas and Ord Minnett – JP Morgan Chase. Peter has always had a passion for tax education. In recent years he has worked as a senior tax trainer for both the Institute of Chartered Accountants and Kaplan and has established himself as a sought after speaker on a wide array of tax subjects affecting the SME market. He has recently started his own boutique practice and continues to provide high quality tax consulting and training throughout Australia.
Peter Adams MNIA
DirectorSwell Accounting Services
Peter is the Director at Swell Accounting Services, a unique accounting and bookkeeping firm that offers a range of high quality services to businesses and individuals. Our services are principally bookkeeping but we offer our clients value added services that assist them with running their business.
Before this, Peter worked in many small to large organisations as Financial Controller.
Aside from his professional achievements, Peter has always maintained his interest in training and education. As a MYOB Certified Consultant and QuickBooks Accredited Partner, Peter has the necessary skills to teach and is rewarded when the people he teaches can do their work proficiently.
Peter Goujon
Manager, Corporate PolicyNIA
Peter has over 24 years experience in accounting comprising government, Federal, State and GBEs; not-for-profits; listed companies; and in public practice specialising in insolvency. Currently, he is the Manager of Corporate Policy with the NIA. He is a FPNA, Chartered Secretary; Insolvency Practitioner; a graduate of the Australian Institute of Company Directors; a Certified Professional, Australian Human Resources Institute.
Philip Broderick
Senior Associate, Superannuation and Funds ManagementDLA Phillips Fox
Philip is a Senior Associate in the Superannuation and Funds Management group at DLA Phillips Fox. He principally provides advice in relation to superannuation, including tax, compliance and regulatory issues. Philip also advises on tax, estate planning and succession, stamp duty, trusts and business structuring.
Philip is a regular technical writer and presenter including for the Taxation Institute of Australia, the Taxation in Australia Journal, the Television Education Network, the Institute of Chartered Accountants of Australia (ICAA), CCH Australian Super News and the Small Independent Superannuation Funds Association (SISFA). He has given presentations in-house for some of the major banks and accounting firms.
Philip is an associate and member of the superannuation education sub-committee of the Taxation Institute of Australia, a member of the technical committee of SISFA and a member of the ICAA and the Law Institute of Victoria Joint Estate and Tax Planning Group.
Philip Lye
Biz Momentum
Philip Lye is the Managing Director of Biz Momentum who deliver their services Australia wide.
Philip provides risk minimisation and consultation in human resource management and employee relations to the small and medium corporate sectors.
Prior to founding Biz Momentum, Philip was CEO of several companies. He is qualified in human resource management, industrial relations, health & safety, business management and accountancy.
Reece Agland
Manager, Member IntegrityNIA
Educational Qualifications:
Bachelor of Law (LLB) Melbourne University (Law) 1991-1995
Bachelor of Commerce (BCom) Melbourne University 1991 -1995
Work History:
ATO January 1996 to November 1999
NIA November 1999 – Present
Position at NIA Technical Counsel/Investigations Officer
Areas of Technical Responsibility: FSRA, Corporations Law issues (CLERP etc), Superannuation, Corporate Governance and NIA laws and procedures
Reece has been working at the NIA since 1999 and has seen a lot of change over that period. Reece is now the Manager Member Integrity with responsibilities for overseeing the Public Practice Quality Assurance Review Program, the Investigations and Disciplinary process and for NIA interaction with APESB. Reece is also a member of the technical team and his technical responsibilities include the area of superannuation and financial services. Reece is the executive officer for the Financial Services Faculty of the NIA. Reece represents the NIA on a number of superannuation committees and has written regularly in the NIA journal.
Renuga Balakrishnan
Jacob Bala & Associates
Renuga has worked for several top accounting firms in WA and has established her own business consultancy firm recently. As a professional speaker, Renuga has dealt with many facets of accounting, tax and the education arenas.
Renuga has broad management experiences of working in professional committees such as the CPA Select Task Force WA, CPA Public Practice Committee WA and the ASIC Liaison Committee.
Renuga has both a local and international experience of ten years in different industries that stream through financial, cost, managerial, taxation, auditing, business analysis and insolvency in both public practice and the commercial sector. Renuga has a strong audit, project, accounting, analysis and great modeling skills. Her clientele are large and service various industries in Australia and from around the world.
During the last eleven years, Renuga has also worked in all areas of education as a University Lecturer, Tutor, Business Administration Coordinator, Business College Secretary, Counselor, Job Placement Officer and above all forever a student.
Richard Collins
Cooper and Co (Central Coast) Pty Ltd
Rob Mackay
Partner – Technical Accounting ServicesMoore Stephens
- Rob is the Partner in Charge of Technical Accounting Services at Moore Stephens, a division which he founded upon joining the firm in 2007. The division has steadily grown in the past 3 years and is responsible for direct client consulting engagements, supporting the Moore Stephens Assurance network, and the production of the XYZ suite of financial reporting publications which has grown under Rob's direction.
- Rob has conducted a variety of seminars for CPA Australia, the National Institute of Accountants ('NIA') and the Institute of Chartered Accountants and has written articles for the periodicals of those accounting bodies.
- He currently serves on the board of the NIA's Technical Faculty of Accounting Regulation.
- Rob has worked with ASIC, where, amongst other roles, he was in charge of the Commission’s Financial Reporting Surveillance Programme and led various successful enforcement actions against companies and auditors for compliance failure. In 2004, Rob was rewarded with an Australia Day Achievement Medallion in recognition of his outstanding public service provided to ASIC.
- Rob also spent time as a Senior Manager with PricewaterhouseCoopers where he was responsible for providing technical IFRS accounting, audit and corporations law advisory services to a variety of ASX listed entities and audit engagement teams.
Sandra Rodman
DirectorExtollo Pty Ltd
Sandra Rodman B Com LLB LLM has worked as an accountant, tax adviser, business consultant, university law lecturer, author, motivational speaker, mother and netball coach. Learn the skills she has developed to effectively manage all these roles and still find time to spend with her family.
Saul Eslake
DirectorGrattan Institute
Saul Eslake became widely recognized as an economic commentator during his 14 years as Chief Economist at the Australia & New Zealand Banking Group (ANZ). Prior to that he had been Chief Economist at McIntosh Securities, a stockbroking firm (now Merrill Lynch Australia) and Chief Economist (International) at National Mutual (now Axa Australia).
Saul left ANZ in August 2009 to join Grattan Institute, a ‘think tank’ affiliated with the University of Melbourne, as Director of its Productivity Growth program, and to continue writing and speaking independently about a range of economic issues.
He has a first class honours degree in Economics from the University of Tasmania, and a Graduate Diploma in Applied Finance and Investment from the Financial and Securities Institute of Australia. He has also completed the Senior Executive Program at Columbia University’s Graduate School of Business in New York.
Saul was a member of the Howard Government’s Foreign Affairs and Trade Policy Advisory Councils, and for 14 years a member of the Tourism Forecasting Committee. He is currently a member of the current Federal Government’s National Housing Supply Council and was also a member of the Government’s Long-Term Tourism Strategy Steering Committee, which completed its report in May this year. He attended the Prime Minister’s 2020 Summit in April 2008.
Saul also maintains links with Tasmania, his home State, as a Board Member of the University of Tasmania Foundation, Chairman of the Tasmanian Arts Advisory Board, and as a non-executive director of Hydro Tasmania, Tasmania’s State-owned electricity generation business.
Shane White
Assistant Registrar of TitlesWA Land Information Authority (Landgate)
Shane White is the Assistant Registrar of Titles at the WA Land Information Authority (Landgate). Shane’s land title experience extends back to 1974. In that time he has held multiple senior management positions including involvement in the conversion from paper based titles to the digital system. Shane is a key educator in the area of property title and its implications.
Shirley Schaefer
PartnerBDO
Shirley is the SMSF Compliance partner at the Adelaide practice of BDO. She established a separate Superannuation division in South Australia in 1996 understanding that SMSFs were a specialist area requiring specialist expertise.
Shirley is an Accredited SMSF Professional Advisor (SSA), Accredited SMSF Auditor (SSAud), Fellow of the Institute of Chartered Accountants in Australia, Fellow of the Association of Superannuation Funds of Australia and a Registered Company Auditor.
Shirley is involved in industry discussion groups and policy groups providing input and feedback in all areas of SMSF policy, as well as a regular presenter at professional association conferences and workshops.
Sue Raw
Not For Profit Accounting Specialists
Sue has over 17 years' experience as a Chartered Accountant and has worked in large and small accounting firms as well as a senior finance role in commerce.
She has worked as an auditor for very large commercial organisations as well as a number of not for profit clients both large, medium and small.
She has considerable experience in consulting and accounting for not for profit sector organisations relating to all levels of staff, management and Board.
She has prepared and presented many presentations for Boards and management teams on all aspects of finance and accounting including basics of financial management, accounting for grants, accounting standards updates, budgeting and monitoring finances and other general governance issues.
Sue has been a workshop presenter / facilitator and exam marker for the Institute of Chartered Accountants for the past 15 years and specialises in the subjects of Auditing and Financial Accounting.
She has served on a not for profit Board and spent 2 years as Board chair therefore brings governance and not for profit experience from that role as well.
Susan Carter
Worrells Solvency & Forensic Accountants
Susan is a Fellow of the Institute of Chartered Accountants and a member of CPA Australia, with extensive public practice experience. She has worked exclusively in the insolvency arena since 1990 and is one of only a handful of women in Queensland registered as an Official Liquidator and the first to practice on the Gold Coast. Susan has administered literally hundreds of appointments, across all industries. She is an active participant at CPA Australia with roles on Queensland committees and is regularly called upon to speak on insolvency-related issues.
Susan Reece Jones
LawyerMason Sier Turnbull
Susan is a Lawyer in the Corporate Advisory team at Mason Sier Turnbull.
Prior to becoming a lawyer, Susan worked extensively in retailing, marketing and business development both in Australian and internationally.
Susan's career included senior executive roles at Myer/Grace Bros, Kmart, Esprit, Nike, Bendon and Kraft Foods. Her roles have included leading global buying operations, general management and ultimately directorships.
Susan is a member of the Australian Institute of Company Directors, Institute of Chartered Secretaries, AIBC, Australian and New Zealand Aviation Law Association and Australian Corporate Lawyers Association.
Susan is a member of the Commonwealth Attorney General'sPersonal Property Securities Act Legal Special Interest Group.
Susan Young
LLB B Com Grad Dip LawSusan Young Tax Training
Susan has been running her business in Brisbane providing training on income tax, capital gains tax, GST and FBT issues for over ten years. Previously she was based in Sydney as the National Tax Director for a top ten accountancy firm.
With over 20 years of specialized tax knowledge, Susan has extensive experience as a presenter and adviser on taxation issues. She has made many presentations to the various tax bodies and of course to her clients who are in the main, accounting and law firms.
Susan has published a book titled “Tax for Small Business”. It can be purchased from her website.
Susan has also written tax training courses and articles for professional taxation publications including CCH and Thomson.
Susan has degrees in Commerce and Law from the University of QLD and the University of Sydney and is admitted as a Solicitor of the Supreme Court of QLD.
Tom Brett
SolicitorFCB Workplace Law
Tom Brett is a practicing solicitor in workplace relations and employment law, joining FCB Group in 2010. Tom provides strategic advice across the full ambit of employment law and workplace and industrial relations. Tom provides practical advice on the Fair Work Legislation, with a well-developed understanding of modern awards and the commercial implications. Tom has appeared frequently in Courts and Tribunals at both a State and Federal level and has assisted on numerous prosecutions for Office of the Fair Work Ombudsman.
Tom has also delivered training to a variety of businesses on performance management, industrial relations, equal opportunity and bullying/harassment and several of the modern awards. Tom is currently involved in a national Workplace Health and Safety harmonization campaign educating businesses on the introduction of the WHS legislation in 2012.
Tom Delany
Senior Lecturer in Taxation LawUniversity Of Southern Queensland
Tom is a Senior Lecturer in Taxation Law and Practice subjects in the School of Law, Faculty of Business and Law at the University of Southern Queensland and has a broad range of experience in public practice accounting predominantly in the area of taxation advice and planning. Tom is a regular tax presenter for the professional accounting bodies including The Institute of Chartered Accountants in Australia, CPA Australia and the Institute of Public Accountants. Tom also acts as a tax consultant to a number of accounting firms.
Tom holds a Master of Taxation from the University of New South Wales, a Bachelor of Business (with distinction) from the University of Southern Queensland, is a CPA, Chartered Accountant, Tax Agent and a Fellow of the Taxation Institute of Australia.
He has published widely on tax issues including, Goods and Services Tax, tax administration, capital gains tax, taxation of trusts, derivation of income, tax avoidance provisions, taxation of primary producers and Fringe Benefits Tax.
Tony Greco
Senior Tax AdvisorNational Institute of Accountants
Tony held the position of senior tax consultant with Taxpayers Australia for eight years prior to becoming its former chief executive officer. More recently Tony has worked for a specialist tax training organisation in the role of tax trainer and consultant.
Tony commenced his professional career in Chartered Accounting before venturing into the commercial world, working for several large multi national companies in diversified range of senior management positions. Tony is well known in the industry as a tax trainer, presenter and commentator on tax matters.
Vicki Stylianou
Executive General Manager, Representation & InnovationInstitute of Public Accountants
Vicki joined the IPA from Federal Treasury in June
2007. With Law and MBA qualifications, Vicki was originally the IPA’s expert on tax and government relations. In 2009 she was appointed Executive General Manager, Representation and Innovation. Since then the scope of her interests and influence has broadened to include involvement with all matters relating to small business.
Vicki has been at the forefront of the Future of Financial Advice (FOFA) reforms, which will change the world for accountants and financial planners. Learn how to survive this change and take advantage of it, and get a leg up on the competition. During this session, Vicki will unveil the suite of financial services available to IPA members through industry partners.
Warren Scott
PartnerMills Oakley Lawyers
Warren Scott is a Partner within Mills Oakley’s Corporate Advisory team. His practice is based upon advising retailers, manufacturers,distributors, importers, exporters and franchisors. Warren’s focus is on mergers and acquisitions, distribution and supply chain advice, international trade, trade practices, advertising and promotion.
Warren’s recent major projects have included the following:
Advising on the acquisition of the Price Attack retail network (over 130 stores), which was a public to private transaction.
Acting for Continental, a multi-national tyre manufacturer in relation to their Asian region distribution strategy.
Advising on the back door listing of Panache.
Acting for Kenworth trucks in relation to their dealer networks.
Advising Raine & Horne Victoria, Sushi Train, Aroma Bakery & Café, Procal Dairies, Price Attack, The Confectionery & Party Shop, Hobby Town Australia and Paraffine on their franchise strategy, documentation and processes.
Advising on the successful tender for the acquisition of one of Victoria's largest pharmacies.