Effervescent, determined, and technologically adept, Jasmine is a professional in command of her portfolio. With razor sharp focus and indelible charm, she delivers projects on time, budget, and to exacting specifications. Her attention to detail, genuine interest, and relationship-building approach are just a few of the reasons why she maintains an impeccable reputation.

A product of the Nexia Perth internship pathway program, Jasmine’s affable nature, willingness to learn, demonstrated adaptability, outside the box thinking, and strong performances have seen her progress through the ranks from graduate to client manager. Areas of specialisation include business advisory, ongoing business compliance, implementation of cloud-based systems and solutions, conceiving and executing growth strategies, and systems training. Furthermore, Jasmine systematically addresses and works through client needs and to encourage empowerment, assumes the role of business mentor.

If you’re a small business looking for an advisor committed to fostering relationships, easing the load, and enabling your success, Jasmine is that ally.

During Paul’s career, he’s had the opportunity to work with a diverse client base of successful family and closely held businesses across a broad range of industry sectors. His skills and knowledge span building and construction, fresh produce, wholesale, manufacturing, agriculture and financial services. 

Paul’s many years of experience in dealing with family-controlled businesses, both large and small, means that he is able to advise on business issues at all stages of the business lifecycle. This encompasses anything from business concept strategies, initial structure establishment, restructure due to growth and acquisition, or preparing a business for sale or intergenerational transmission. He has a reputation for interpreting and applying complex taxation and business law in a practical manner that takes into account the competing commercial imperatives of a variety of stakeholders.

The realisation of a business legacy that has been a lifetime in the making can often require a complex uncoupling of business and non-business elements to produce a self-sustaining, functioning business alongside a suitably structured nest egg, that will allow the business-owner the retirement they deserve. Developing a close working relationship with clients to gain a more thorough understanding of their business and personal goals is critical – and Paul’s deep understanding of this ensures his ability to deliver timely, strategic taxation and business advice.

Alanah deals with all aspects of establishment, compliance and management of self-managed superannuation funds (SMSFs).

With nearly 20 years’ experience, including 16 years at Grant Thornton in the provision of taxation and accounting services for SMSFs, small-to-medium-sized businesses and professionals, Alanah now specialises in SMSFs and their tax implications.

Alanah uses her knowledge and skills to develop strategies and find solutions to complex issues involving superannuation and taxation.

David started his professional career with a small firm of Chartered Accountants working in business services before leaving the profession to work in various commercial accounting roles in industries including mining, banking and hospitality.

David’s professional and commercial experience as an accountant spans 33 years. For the last 15 years David has specialised exclusively in the areas of Forensic Accounting and Litigation Support Services.

Prior to joining Nexia Australia, David lead the Queensland Forensics practice at SV Partners, prior to that he was lead partner of Forensic Services at BDO in Brisbane, and Director of the specialist valuation, litigation support and forensic accounting firm, MPW Forensic. Prior to that, he worked at both Deloitte and Suncorp in a variety of roles.

David has:

• Acted as an independent Expert Witness in maters before the District and Supreme Courts of Queensland, the Supreme Court of New South Wales, the Queensland Civil and Administrative Tribunal, as well as the Federal, Family and Federal Circuit Courts of Australia

• Valued numerous businesses and entities for both commercial and Family Law property settlement purposes

• Assessed economic losses in both commercial, professional negligence and personal injury jurisdictions

• Undertaken due diligence investigations for various business acquisitions

• Undertaken various fraud investigations to gain evidence to support and or defend criminal and civil proceedings

• Undertaken various fraud risk control reviews

Darren has been at Nexia Sydney for over 14 years during which he has developed expertise in Superannuation (in particular SMSFs), across both accounting and financial planning facets, enabling him to provide a unique and holistic service offering to clients.

Darren graduated UNSW with a Bachelor of Commerce (Accounting & Finance Majors), and has since completed several post graduate qualifications to become a Chartered Accountant SMSF Specialist and a Certified Financial Planner. This has enabled him to develop from a superannuation accountant assisting clients with their tax compliance needs, to also becoming their trusted financial advisor providing holistic advice including structuring/tax minimisation, retirement planning, investment, risk management and estate planning strategies.

It is important to strike a happy balance between enjoying life now and building towards a comfortable retirement, which is where Darren believes he adds value to his clients by keeping them up to date with changes to legislation and on track to achieve their goals by providing them with advice through their various life stages towards retirement and beyond.

Outside of work, Darren is passionate about travelling and exploring other cultures. While he was born in Sydney and completed his HSC at James Ruse Agricultural High School, he also lived and studied in India for a few years, which have all contributed to his appreciation for diverse range of values and perspectives. Darren has previously taken part in a Corporate Fighter charity night, which allowed him to explore his competitive side while contributing to a great cause. Other than boxing, Darren has a love for soccer, having played for many local clubs and passionately followed Manchester United over the years.

Darren’s objective is to give clients peace of mind with respect to their financial future and compliance obligations so that they can focus on all the other aspects of their lives. Darren is approachable and always up for a chat with clients and colleagues as he is a strong believer in building long-lasting professional relationships that are also enjoyable along the way.

Christine has over ten years of experience in financial services and is a partner at Nexia Sydney. She has a strong academic background, both graduate and post-graduate, in accountancy and financial planning.

While her background has provided Christine with a strong analytical foundation, her key strength is translating detailed and often complex financial data into easy to understand concepts.

Striving to achieve client objectives, Christine believes each client should be fully informed of available options to best suit their financial situation. She then sees her role, as an adviser, to work through the relative merits of each strategy to determine the most appropriate way forward based on each client’s goals.

Christine’s main focus is delivering tailored and personalised advice to clients based on their specific circumstances. Her passion is seeing clients ultimately achieve their goals and objectives, and knowing that her advice has assisted them in doing so. Christine also specialises in providing advice to time-poor professionals, financial planning for women and families, as well as ethical, sustainable, and responsible investing. She also provides advice to business owners, particularly in relation to business succession planning.

Christine has over ten years experience in financial services, developing client strategies and managing ongoing financial affairs. Prior to this, Christine worked in the Business Advisory division at Nexia Australia – Sydney office, preparing financial statements and analysing results to assist with adviser’s identification of business needs.

Sylvia Liang has been in the Financial Services Industry for over 15 years and has considerable “hands on” business experience in providing a value oriented, holistic financial planning service, with a core focus of delivering tailored solutions and helping her clients achieve their financial goals.

Sylvia proactively keeps up to date with the latest regulatory and legislation changes so she can highlight opportunities and interpret changes that can best benefit her clients.

Sylvia’s passion is investigating strategies to deliver personalised and tailored solutions in her client’s best interests, while retaining a strong commitment to provide clients the highest level of personalised service and highest quality standards. She prides herself on building long term successful relationships and will assist her clients in building a road map to help them become financially independent by growing, protecting and managing their wealth.

An experienced presenter, Sylvia conducts regular client seminars including superannuation, insurance, estate planning, aged care, Centrelink and end of financial year strategies.
 

Amy’s personal interest in International Tax developed whilst working for a boutique firm of Chartered Tax Advisors which was a leading member of an International network, for whom she successfully established and managed a presence in Australia.

At Nexia Australia Amy assists in managing the International Desk and she is also a core member of Nexia International’s Global Mobility Tax Services team, providing taxation and social security advice to executives and high net worth individuals who are relocating across borders.

Based in Sydney, his industry knowledge spans medical, primary production, property development, financial services, and manufacturing – with a strong focus in the hospitality sector, where he has had over 15 years’ hands-on experience.

Adam’s clients include entrepreneurs, family groups, private and public businesses and their stakeholders.

A member of the Nexia team since 2007, Adam’s experience in business planning, management reporting, strategic advice, tax structuring and accounting compliance underpins his natural drive and demonstrated ability to develop strong business relationships – often going above and beyond to provide the highest level of personal service.

As a specialist in Nexia’s Business Mechanics service, he works closely with clients to refine business processes, optimise reporting frameworks, improve performance and achieve their goals. In addition to all of this, he also brings skills and expertise as a trained facilitator with Celemi – a program that simulates business to help bring the key issues and business needs into focus, challenging co-workers to explore the consequences in their work.
 

Craig has been providing holistic advisory services for clients of Nexia Sydney since 2003. His focus is on providing wealth accumulation and retirement planning advice for individuals, executives and small to medium-sized business owners. Given his international experience, Craig also assists those clients with cross jurisdictional issues, whether as expatriates or as non-residents relocating to Australia.

Given his international experience, Craig also assists those clients with cross jurisdictional issues, whether as expatriates relocating overseas or as non-residents relocating to Australia. The regulatory and technical requirements for cross border advice is quite onerous and the combination of Craig’s skillset in this area along with the specialities in the global Nexia network allows him to provide comprehensive advice to his clients. All of Craig’s portfolios are carefully structured in accordance with his clients’ specific financial and personal objectives. Importantly, a lot of time is spent with the client to ensure they properly understand the relative merits of the recommended strategy against potential alternatives. Craig is committed to delivering the best possible level of service, and his broad spectrum of loyal clients and on-going business referrals is a direct reflection of his expert advice and strategies.

Craig has regularly been recognised as a leading financial planner by the AFR Smart Investor Masterclass and he prides himself on ensuring his technical skills are as strong as possible at all times. Nexia Sydney Financial Solutions operates on a fee for service basis, providing the right environment to ensure Craig and his team are able to customise strategies, financial solutions and exercise their experienced advice to suit each individual client’s situation, requirements and circumstances.

At Nexia you benefit from objective, professional advice within a holistic financial framework. Our Financial Services team has the combined intelligence and resources to assist you in assessing your financial health and selecting the right products and investments to structure a financial plan that suits your individual goals and life-stage. We believe you will benefit from someone who takes the time to fully understand your individual goals and objectives and has the knowledge to not only tailor the recommended solutions accordingly but to do so in a way that is clear and concise.

Craig is an Authorised Financial Planning Representative. He holds a Bachelor of Business (Banking and Finance), a Master of Taxation, CERTIFIED FINANCIAL PLANNER® Designation and a Diploma of Financial Planning (Australia). He also holds; the Advanced Certificate of Financial Planning (UK) and was the Runner Up in the 2019 PlanPlus Global Financial Planning Awards.