As part of the The Pittwater Partnership, John Saunders provides financial and specialist advice around residential care options from retirement villages over home care to residential aged care. John is a certified Financial Planner and fellow of FINSIA.
Peter Adams is the principal of Augmentors in Sydney and a captivating public speaker. Having held senior tax positions with KPMG, PWC, BNP-Paribas and Chase Manhattan, Peter regularly talks at professional association events about current tax issues.
Bradley Beer is a qualified Quantity Surveyor and the CEO of BMT Tax Depreciation. Having joined BMT in 1998, Bradley became a Director in 2002, Managing Director in 2012 and CEO in 2015. Bradley is a highly sought after speaker at national property events and conferences and a regular guest host on Sky News Real Estate ‘Your Property Empire’
Christine Ecob is an intellectual property and technology lawyer at Johnson Winter & Slattery (JWS) advising and representing clients in complex intellectual property issues and disputes. Some disputes for multinational corporations have taken Christine all the way to the Federal Court and High Court of Australia.
Jim Hennington is the CEO and founder of the Accountants Scaled Advice Platform (A.S.A.P) with a successful track record of building financial software solutions. Jim is a Fellow of the Australian Institute of Actuaries having held a long list of senior roles in software development projects for HSBC, Challenger Life, Scottish Widows and Accurium.
Kevin Bungard is the CEO of Class. A highly regarded industry expert in cloud technology systems, Kevin has over 30 years of experience developing software solutions and applying technology in the Australian financial services and superannuation administration industries.
Simon Dorevitch is a CA, CTA and manager at A & A Tax Legal Consulting in Melbourne with a Masters of Applied Taxation.
Changes to the R & D Tax Incentive – Early Stage Innovation Companies – Base Erosion and Profit Shifting – Multilateral Instrument – Implementation of the MLI – Indirect Tax Zone – Export of Goods – Incoterms – Services Connected With ITZ – Export of Services – Taxable Importations – Low Value Imported Goods – Netflix Tax – Electronic Distribution Platforms – Foreign Investment Review Board
Jeff Zulman is a pioneer of specialist cashflow lending in Australia. After reading law in Oxford and working for Goldman Sachs in London, Jeff turned serial entrepreneur, investing and exiting several successful ventures in Australia. In 2011 Jeff founded Trailblazer Finance with now almost $10 billion in underlying assets funding its loan portfolio – so far without a single default.
John Peterson is a business adviser for small to medium accounting and tax practices. As the founding director of Best Practice John has a 20 year track record of helping accountants and advisers achieve rapid growth and succession planning.
Tom Sargent is the Feeds Operations Manager at Class, driving innovation and growth in the delivery of data feeds, supporting Class’ technology leadership in this area. Tom has over 30 years of end-to-end experience in the finance industry including retail banking, funds management operations, wrap platforms and B2B data integration.
Melanie Dunn is the head of technical services at retirement specialists Accurium and a regular presenter at leading SMSF conferences. A Fellow of the Institute of Actuaries of Australia Melanie has over 10 years of superannuation experience and specialises in complex issues such as retirement modelling, pensions and segregation strategies.
Ben Sewell of Sewell & Kettle is an expert in commercial litigation, insolvency law and personal property securities law. A lot of his work involves offshore tax havens. Since 2003 Ben has represented a range of clients as an advocate in the NSW, Victorian, Queensland and Federal Courts and has acted on both sides in offshore entity disputes.
Aaron Dunn is the CEO and Co-Founder of Smarter SMSF, as well as a sought after presenter and tax practitioner. As a CPA and SMSF Specialist Adviser Aaron has worked within the SMSF sector for more than 20 years. In a previous life Aaron was a nationally ranked high jumper with a personal best of 2.14m.
King Tan is a senior associate at King & Wood Mallesons in Sydney. As a tax adviser and lawyer King is in a good position to help his clients through an ATO tax dispute – from voluntary disclosures, risk reviews and tax audits to tax debt management, objections and appeals.
Ashley Porter is the founder and CEO of community-driven SMSF administration platform Mclowd. A former IP lawyer with an MBA from Melbourne Business School, Ashley’s career has been dominated by emerging technologies. Ashley worked for Sun Microsystems in Australia and the UK during the early days of the internet as well as Artists Technologies, before founding eHound, a successful location-based services company.
Georgina is an Associate at Johnson Winter & Slattery (JWS) and advises clients Australia wide on property and commercial contracting matters across many different sectors including agriculture and forestry, manufacturing and processing, transport and logistics, fashion retail and advertising and marketing.
Jeffrey Atizado & Clinton Cowin
Clinton Cowin and Jeffrey Atizado are both cloud integrators and co-founders of TradiePad and SMB Consultants respectively as well as their joint initiative Cloud Integration Partners. Both are popular speakers at numerous industry events and in podcast interviews.
Patrick Huang is part of Argyle Lawyers in Sydney. With experience in a wide range of tax and legal issues from global mobility and executive remuneration to employee share schemes, succession planning and commercial transactions, Patrick’s focus is on tax, estate planning and super strategies.