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Our Elite Advisory Team

Our team of experts in Advisory is growing to meet the needs of our clients as the economic landscape continues to evolve. Each of our Advisors brings a unique skill set and area of expertise to ensure we can provide relevant specialist advice across a range of sectors from FMCG to construction, B2B and B2C, at home and abroad. What the team shares is a passion for delivering real value and positive change to help our all our clients achieve their goals.

Ross Raymond

Director

A trusted and insightful advisor to business leaders, Ross has more than twenty years’ experience and a detailed understanding of the dynamics unique to SME’s and family-owned business. 

Ross helps businesses achieve sustainable growth and improved profitability by providing management structuring and operations review and advice. 

Using a highly effective approach to assessing business health, Ross takes a hands-on approach to assist businesses with driving change management, business cashflow improvements and standard operating procedure reviews and regulation.

Ross brings  a wealth of experience from a wide range of sectors including materials handling, earthmoving, extraction, petrochemical, environmental, construction, facilities management, infrastructure, and telecommunications.


Specific Expertise

  • Business Succession & Transition
  • Mergers & Acquisitions
  • Strategic Planning
  • Business Development
  • Interim Roles
  • Board Roles




Tim Szonyi

Senior Advisor

Tim has a strong track record as a both a top tier management consultant and executive in blue chip organisations and private equity backed companies across the globe. This, along with an intimate knowledge of both the B2B and B2C marketplaces, provides an extensive breadth of expertise from which our clients can benefit.

Much of Tim’s work has been in the transformation and value creation space for Private Equity backed organisations; including defining the business strategy, raising capital, building organisational capability and executing plans, all of which has built highly successful brands and companies.


Specific Expertise

  • Business Strategy
  • Building Organisational Capability
  • Raising Capital
  • Strategy Execution
  • Building Successful Brands



Suzi Susak

Senior Finance & Commercial Advisor

Suzi is a trusted financial business advisor with more than twenty years' experience providing business leaders with unique solutions. She supports businesses through tailored financial and operational performance reviews that help grow, sustain and improve profitability based on detailed understanding of financial management and insightful review and advice.

Using a highly effective approach to assessing business performance health across all areas of the business, Suzi has a proactive approach to process and continuous improvement, aligning strategic plans, creating real time financial reports, cashflow improvement and achievement of short and long terms objectives through process standardisation.

Her extensive wealth of experience across a wide range of sectors, includes manufacturing, business consulting, building and construction, transport and logistics and FMCG.


Specific Expertise

  • Strategic Planning
  • Commercial & Financial Management
  • Operational
  • Procurement
  • Continuous improvement
  • Business Development
  • Human resource management
  • Business performance review

Danielle O'Regan

Senior Business Management Advisor

Danielle is a trusted financial business advisor with more than twenty years' experience providing businesses with value-added solutions. She takes a proactive approach to assist businesses with identifying and driving change management, cashflow improvements, real-time reporting and navigating the road to continued improvement within a business’ financial, operating, and regulatory frameworks.

Having fine-tuned her professional skills within the Big 4 public accounting sector for more twelve years, Danielle brings a wealth of experience across a broad range of sectors and business structures.  Post Big 4 Danielle’s mantra, “finding better ways” lead her into industry, delivering value-added changes within key management and financial accounting roles, before branching into advisory and interim financial controller roles.

Affectionately referred to as “the cleaner” Danielle is not adverse to rolling up her sleeves and taking a hands-on approach to understanding your business and tailoring practical and sustainable operational and financial solutions to achieve your business’ strategic and financial goals.



Specific Expertise

  • Business Performance Review
  • Business Performance Turnarounds
  • Commercial and Financial Management
  • Continuous improvement
  • Interim CFO Roles
  • Management and Cost Accounting
  • Strategic Planning
  • System Implementation

Georgina Dixon

Senior Bookkeeper and Administration Officer

With 30 years’ experience as a bookkeeper. Georgina has extensive experience with Xero, Reckon, MYOB and Quickbooks Online supporting a variety of SMEs with set ups, conversions, training and Bookkeeping.

Additionally, Georgina has experience as a teacher at Holmesglen Institute of TAFE (MYOB and Reckon), a Certificate IV in workplace training and assessment, Certificate IV in Bookkeeping and Accounting and Registered Bas Agent.  Georgina has used a variety of add on programs including Hubdoc, Receipt bank, Deputy Time and Attendance, DEAR inventory, Unleashed, Approvalmax, VEND Point of Sale and HIKE Point of Sale.

She has an enormous passion for assisting clients to become more efficient in their businesses as well as implementing or introducing new add on programs to help streamline their day-to-day processing.



Specific Expertise

  • Payroll systems and processes, including One Touch
  • A/R and A/C management
  • Workflow systems improvement
  • A/R and A/C management
  • Software systems integrations
  • Accounting system conversions
  • Inventory control
  • Bookkeeping support and training


Nick Brooke

Interim CFO / Turnaround Specialist

As a well regarded and highly experienced Chartered Accountant and Professional Advisor, Nick has many years' experience in audit, insolvency, financial investigations, restructurings, corporate turnarounds, interim and permanent chief financial officer roles.

Nick has very sound and strong commercial and technical skills which are supported by excellent analytical abilities, and a track record of leading successful teams to achieve outstanding results. 



Specific Expertise

  • Audit
  • Insolvency
  • Financial Investigation
  • Restructurings
  • Corporate Turnarounds


Simone Goudie

Client Services Coordinator/Business Advisory

Simone Goudie is a trusted and experienced Chartered Accountant with a demonstrated history of working in the mining, public accounting and government industries. Skilled in Superannuation and Treasury accounting, SAP and Human Resource project management and analytics.

She has more than fifteen years of financial accounting and eight years of human resource experience in corporate entities. Simone has a proactive approach to process and continuous improvement in the financial and HR areas of the Business. Including project management, business budgets, financial reporting, data analytics, HR strategy and talent succession.

Simone has a lot of passion to assist her clients continuously improve their Human Resource and Financial departments by introducing new procedures to simplify and increase production.



Specific Expertise

  • Business Budget preparation & finalisation
  • Treasury Accounting & Compliance
  • HR Talent & Succession Analytics
  • HR Project Management (simplification & productivity)
  • Executive Board & Management Reports
  • SMSF Superannuation Accounting


Dasika Imaduwa

Bookkeeper & Administration Officer

Dasika is an experienced and trusted CPA Accountant with more than 10 years of demonstrated work experience in various sectors such as finance and banking, manufacturing , retail & service sector.

Dasika is experienced with xero, MYOB, SAGE , SAP & PRONTO accounting systems and assists clients with system setup and  conversions.

Dasika also has expertise in payroll processing, GL Reconciliations, Budgeting and cashflow management.   

She has a passion for assisting our bookkeeping clients and delivering a comprehensive service to fulfil their day-to-day bookkeeping needs in a professional manner. She does this by applying more effective methods of maintaining their financial records and streamlining their financial data processing.




Specific Expertise

  • Financial and management reporting.
  • Business analysis.
  • Compliance with statutory requirements.
  • Budgeting and cashflow management.
  • Lodgement of personal tax returns.