EQUITY PARTNERS - Key Persons
Amber has over 13 years experience in providing accounting and taxation services and advice in Canberra and the surrounding region. Amber obtained her Bachelor of Commerce degree from the Australian National University and is a Member of the Institute of Chartered Accountants in Australia.
Previously working in mid-tier and Big 4 chartered accounting firms Amber has a broad base of experience in assisting small to medium sized enterprises in their business and taxation issues. Her clients have included businesses within industries such as physiotherapy, medical practices, legal profession, consultants, architects, retail, cafes, primary production and building and construction.
This experience has provided her with an array of knowledge of many business types as well as providing clients with support around preparation of management accounts, tax compliance including, income tax, Goods and Services Tax and Fringe Benefits tax. Amber enjoys helping clients implement strategies to improve their business and optimise their business structures.
Job Titles:
- Executive Director
- Executive Director of Equity Partners Accountants Advisors
Andrew is an Executive Director of Equity Partners Accountants Advisors joining the team in 2014. With over 20 years of experience in providing business and taxation advisory services across a range of industries to provide advice and assistance with structuring, initial establishment, on going management reporting, external reporting, tax and regulatory compliance.
He enjoys working with start-up businesses, large private family groups and established enterprises to assist clients in achieving their business and personal goals and is committed to delivering services with integrity. Market sector experience includes property and construction, technology and IT, family businesses, high net worth individuals, retail, clubs, charities, agriculture and professional services businesses.
At Equity Partners, Andrew specialises in the provision of taxation services and has extensive knowledge in all areas of taxation and accounting compliance for private sector family groups including structuring, transactional advice, business sales and acquisitions, superannuation and succession planning. For government clients projects have included advice and training on employment taxes, GST and FBT matters. He is highly skilled in the resolution of complex tax matters and is well regarded in the Canberra business community.
Job Titles:
- Chartered Accountant
- Manager
- Member of the Institute of Chartered Accountants
Chris is a member of the Institute of Chartered Accountants in Australia, holds a Bachelor of Commerce degree in Accounting and Banking & Finance…
Chris is a Chartered Accountant, holds a Bachelor of Commerce degree in Accounting and Banking & Finance and has over 8 years of experience in providing accounting and business advisory services.
Chris joined Equity Partners having worked for one of the Big 4 Accounting Firms and previously an SMSF specialist advisory firm, he brings a broad knowledge of advisory, taxation and financial statement preparation to a variety of different entities including SMSFs, Companies, Trusts, Partnerships and Individuals.
In addition to the Construction Industry, Chris has since dealt with a variety of clients in Restaurants, Bars & Clubs, Gyms, Professional Services, Pharmaceuticals, Retail and Manufacturing.
Chris assists a number of clients in the application of CGT concessions and is equipped in strategic areas of wealth accumulation, asset protection, tax minimisation, estate planning, tax planning and entity restructuring.
Chris has a strong passion for personal development with his clients, thoroughly enjoying assisting entrepreneurs with their new ventures and passion projects, ensuring a sound business model is developed and mapping their performance against pre-determined goals.
Claire has a Bachelor of Commerce in Accounting and has completed her post graduate studies with the Institute of Chartered Accountants in Australia. Claire has over 7 years working in the accounting field both within the private and public sector.
Claire joined Equity Partners after previously working for a Big 4 accounting firm and a Corporate Commonwealth Agency. Claire has vast experience in preparing and analysing financial reports and providing technical advice to government entities. Through this experience Claire has developed a sound knowledge of the requirements of the Australian Accounting Standards and specific public sector reporting requirements. In 2012, Claire went on a short term assignment to Canada during which she developed an understanding of the International Accounting Standards and reporting requirements for listed entities.
Claire also has a wide range of experience in internal audit and consulting for Federal Government. This involves developing a plan, liaising with key stakeholders and providing written recommendations to senior management and audit committees. Claire has an all in approach to consulting and takes pride in being a perfectionist
Job Titles:
- Accountant
- Director
- Founding Director
Justin Barry is a founding director of Equity Partners. Justin is a highly regarded accountant within the Canberra and surrounding region, with experience in both private sector and Government environments. Justin commenced his career in 1992 in a small Cooma based accounting firm and then joined a large national firm. Deciding that he wanted to have a more personal relationship with his clients, Justin joined a local second tier accounting firm and was made an Executive Director. Justin is a Chartered Accountant and Registered Tax Agent.
With significant experience in a business services environment, primarily dealing with high net wealth individuals and medium sized businesses, Justin can assist you in achieving your business and financial goals. His experience has been with all stages of the business life cycle, and includes tax structuring, business planning, board attendance and dispute resolution. With contacts in the Canberra market place, he can also assist people in contacts and leads to assist you in your business.
Justin is very passionate about achieving the right outcomes for his clients. He is very hands on with all aspects of clients business and his primary objective is to attain the best result for our clients. Justin's commitment and dedication to his clients has gained him a respect amongst his peers within the Canberra community across all professions. This has resulted in a very loyal client base that includes some of Canberra's long standing and well known businesses in many varied industries.
Koni began her Accounting career in 1991, having completed a Bachelor of Commerce in Accounting at the University of Canberra, with a medium Chartered Accounting firm which then merged with a larger local firm. Koni is a Registered Tax Agent and a member of the Tax Institute of Australia.
She has been involved with a variety of private sector business clients in various industries, providing accounting services and business advice. Her clients have included medical practices, optometrists, retail, building and construction, fast food outlets and cafe's, consulting and IT and real estate agencies. Koni has also been involved with the valuation of businesses and restructuring entities to provide tax relief and asset protection.
Koni has managed the preparation of annual and interim Financial Statements for businesses and the lodgement of annual income tax returns, Business Activity Statements and other compliance requirements for all classes of taxpayer. Her tax preparation experience ranges from small to large size individuals (including high wealth, investors and non-residents), partnerships, trusts, companies and superannuation funds. Koni's experience means she also has a thorough knowledge of a variety of accounting packages including MYOB, Quickbooks and Quicken, Cash Flow Manager, Xero, Saasu and Attache packages.
Koni also has extensive experience with specific professional accounting systems, particularly the implementation, administration, training and development. Her experience has been shared via system user groups within Canberra and also nationally to deliver feedback in respect of these packages. As a result she has developed strong systems analysis and resolution/trouble shooting skills.
Job Titles:
- Senior Manager
- Senior Manager in Equity Partners Accountants Advisors
Liam is a Senior Manager in Equity Partners Accountants Advisors with thirteen years of experience in finance roles in Canberra's public and private sector. During this time Liam has provided high quality strategy, financial management, budgeting and financial process improvement advice to the public sector in public servant and private sector roles. He has extensive Government Accounting experience as a result of engagements including:
The development and rollout of standardised budget frameworks. This has delivered an audit trail of assumptions for future reference, checklists to prompt standardised budget development for geographically dispersed business units and sign-off sheets for accountability.
Budget models supporting the life cycle of complex Government assets. This has delivered structures to plan for the life-cycle of assets, which consists maintenance and upgrade of the current asset base, useful life, acquisition of replacement assets, fleet transition and disposal.
Industry Capacity Analysis studies. This has delivered a financial historical lessons learnt study of historical Government projects and the modification of programmed capital expenditure for future acquisitions.
Project accounting remediation. This has delivered budget models to assign the value of project budgets to deliverables, assess acquisitions for impairment and reconcile the project budget, life to date expenditure, value of assets delivered, assets under construction value and future asset value from the remaining unspent budget.
Capital Management Plans which have scheduled funding for the replacement of the current asset base of Departments with significant infrastructure in Australia and overseas.
Quality assurance in relation to workpapers developed to substantiate financial statement balances for audit.
Development of process flows and assurance mapping.
Financial Health Checks for Government business units.
Procedural manuals.
Financial Statement audit.
Liam has provided accounting services in Canberra as a public servant and contractor for ten years. Audit trained…
Job Titles:
- Senior Accountant
- Senior Consultant
Pan is passionate about providing clients with streamlined financial processes, which utilise developments in technology, to create efficient and effective financial reporting to facilitate good decision about the allocation of resources.
In April 2014, Pan joined Equity Partners as a senior consultant to utilise her private and public sector's knowledge and experience to service her clients. Pan has a very strong focus on customer service that she endeavours to find the best solutions to resolve clients' issues and improve clients' financial outcomes.
Pan has worked with a number of Not-for-Profit organisations in the past and developed a very strong passion to assist Not-for-Profit organisations better managing their finance and the use of their resources on key strategy deliveries. In order to achieve that, Pan has developed a streamlined financial management process (the "Clockwork" business model) for Not-for-Profit organisations. This business model can transform the financial management for Not-for-Profit organisations and provide the best results for their members.
Pan came to Australia 13 years ago from China to study her Master degree in Professional Accounting in Melbourne. Upon her graduation, she moved to Canberra 11 year ago. Since then she has worked in a number of second tier accounting firms as senior tax and forensic accountant. She also owned her own CPA accounting practice which mainly servicing Canberra's Chinese Community.
In 2008, after becoming a CPA, Pan left the private sector and joined one of the largest Commonwealth Agencies. In the following 6 years, she has worked as divisional finance officer, management accountant in corporate budget and management reporting section, and administrator and developer of budgeting and management accounting system. Throughout all these roles, Pan has accumulated extensive working knowledge and experience in financial accounting, procurement, budgeting, forecasting, management reporting, training and financial system administration and developing.
Job Titles:
- Chartered Accountant
- Director
- Founding Partner
Scott Myers is a founding partner of the firm. Scott leads the delivery in the provision of assurance and advisory services to both the public and private sector. Scott has an excellent reputation within the market place for quality of services and total commitment to the firm's clients to ensure that they achieve their assurance and financial management outcomes. Scott is respected by his clients and peers for his "straight talking" approach to client advisory.
Scott is a Chartered Accountant and is an expert in the provision of assurance services including statutory audit and internal audit. Scott is also an expert in the provision of financial management advisory services including financial reporting and related activities, governance and risk management, budget preparation and related activities as well as the development and review of cost models.
Scott has successfully delivered numerous large and complex assurance and advisory projects for some of the largest Commonwealth and ACT Government agencies. Scott has also delivered assurance and advisory projects to some of the smaller Commonwealth and ACT Government agencies. This experience provides Scott with an excellent understanding of the application of scale when delivering solutions for clients.
Scott and the Equity Partners team are highly experienced and are committed to applying that experience and knowledge to provide quality and value for money outcomes for our clients.
Susie has over 12 years experience in providing accounting and taxation services and advice in Canberra, having previously worked in mid-tier and Big 4 chartered accounting firms. She holds a Bachelor of Commerce and is a Member of the Institute of Chartered Accountants in Australia.
Over her career Susie has provided services to a wide range of small to medium business clients in industries including medical practices, retail, legal, information technology and clients in the not-for-profit sector. She has a particular interest in and experience with clients within the building and construction industry.
Susie's expertise involves the preparation of annual financial statements and tax returns for business and individual clients, tax planning, GST advice, preparation of Business Activity Statements, budgeting and forecasting, preparation of monthly and quarterly management accounts, salary packaging, capital gains tax advice, as well as day to day business advice for clients. She has also been involved with business restructures and strategic planning.
Susie has practical experience with a number of accounting systems including MYOB, Quickbooks, Attache, Xero and a number of specialised accounting packages within the building & construction industry.
Susie has over 10 years experience in providing accounting and taxation services and advice in Canberra…