I have advised on numerous mergers and acquisitions transactions through valuation, lead advisory, and transaction due diligence roles.

I have significant experience preparing independent valuations of businesses, intangible assets, and complex financial instruments for transaction, dispute, taxation, accounting, and strategic purposes. I have also prepared numerous independent expert reports required under the ASX Listing Rules and the Corporations Act.

Authorised Representative (1292330)

ShineWing Australia Securities Pty Ltd trading as SW Securities
Level 10, 530 Collins Street, Melbourne VIC 3000 Australia

I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

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I was the first Australian auditor outside the Big Four to complete a sustainability assurance engagement under the new Climate Reporting Regime for Yancoal Australia Ltd (ASX: YAL). I was also Lead Partner on the audit of Pacific Blue, previously Pacific Hydro, and have extensive experience auditing renewable energy businesses and reporters subject to the Corporations Act and National Greenhouse and Energy Reporting legislation.

I am a leader of SW’s sustainability strategy and am recognised for my strong technical accounting capabilities and practical application of emerging financial reporting and assurance standards. I regularly deliver technical updates to clients on developments in financial reporting, audit, and sustainability.

I am actively involved in the agribusiness sector as SW’s representative on the Australia China Business Council’s Agribusiness Victorian Working Group and as a member of the Agribusiness Australia Victorian Committee. I am known for my collaborative approach and ability to deliver efficient audits in complex environments, including those with lean finance teams.

I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

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As a recognised leader in the pubs and gaming sectors, I am a trusted advisor to venue owners, hotel groups, and investors navigating the commercial and regulatory complexities of hospitality assets. I work closely with operators on acquisitions and divestments, strategic planning, accounting, taxation, gaming, and business advisory matters across pubs, clubs, and other licensed venues. I also provide expert witness services for Victorian Gambling and Casino Control Commission and Victorian Civil and Administrative Tribunal hearings involving gaming expenditure and financial viability assessments.

Alongside my advisory work, I am a Director of On Tap Hospitality, SW’s joint venture providing outsourced bookkeeping, payroll, supplier management, and management reporting services tailored to pubs, clubs, and hospitality businesses.

I will speak on accounting and advisory matters in the hospitality sector at the Hospitality Real Estate Summit on 9 September 2026.

I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

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I keep an eye on the bigger picture to identify opportunities and practical solutions for my clients. Through this approach, I look for ways to add value by sharing relevant industry and accounting insights.

I am also a leading member of SW’s Sustainability service offering. I focus on educating clients about the new sustainability reporting regime and helping them prepare for its requirements. My experience also includes auditing carbon emissions and preparing and auditing sustainability reports.

I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

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My audit experience includes listed groups, both domestic and international, unlisted public companies, and large private groups. I have worked across numerous industries and have specialised knowledge in financial services, real estate, retail, technology, and renewable energy.

I am regularly invited by the Property Funds Association to contribute to thought leadership and present insights to its members. I am also a member of the Property Council of Australia’s Capital Markets Accounting Committee. As our Lead Audit Partner for Real Estate and Funds Management, I work with some of our largest and most complex clients in these sectors.

I have extensive experience preparing investigating accountant’s reports in connection with initial public offerings and capital-raising projects. I have also undertaken numerous financial due diligence assignments relating to mergers and acquisitions, both in Australia and internationally, including while working in London, United Kingdom. In addition, I lead several ASX-listed engagements for the firm.

My experience includes:

• advising on the accounting treatment of a A$130m private placement in the US debt markets
• reviewing forecast financial information for capital raisings by numerous Australian real estate investment trusts and unlisted funds
• acting as Joint Investigating Accountant for the dual primary listing of an Australian energy resources company on the ASX and Hong Kong Stock Exchange, with a market capitalisation of A$2.5bn
• undertaking financial due diligence on a property funds management business with A$1.2bn in funds under management
• completing GS 007 controls assurance engagements for custodians and fund administrators with more than A$50bn in funds under administration
• advising an ASX-listed entity on the financial statement implications of earn-out and deferred consideration arrangements relating to business acquisitions
• serving as an auditor of APRA-regulated superannuation entities.

I serve as Honorary Treasurer of Arts Project Australia Inc., a leading studio and gallery that supports artists with intellectual disabilities.

I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

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I have been involved in numerous independent expert reports prepared pursuant to the Corporations Act and ASX Listing Rules across a range of industries, including mining and technology.

I have completed a wide range of valuation assignments for listed and unlisted companies across intellectual property, infrastructure, financial institutions, manufacturing operations, construction, investment, franchise operations, and service industries.

My purchase price allocation experience extends across trademarks and brand names, early-stage technology, medical devices, software, industrial processes and manuals, customer contracts and relationships, and biotechnology.

My experience also includes advising on litigation and forensic assignments before the Federal Court, Supreme Court, and Family Court.

Authorised Representative (284356)

ShineWing Australia Securities Pty Ltd trading as SW Securities

Australian Financial Services Licence No 509026

Level 10, 530 Collins Street, Melbourne VIC 3000 Australia

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My experience includes:

• providing advice to family-owned and operated businesses
• acting as an executive director for companies, trustees, and deceased estates
• advising property developers on significant joint ventures
• delivering tailored advice to individuals, businesses, and special-purpose entities on a range of accounting, consulting, and tax matters
• serving on the advisory Boards of family-owned businesses and property groups, including foreign-owned entities
• being recognised as a thought leader within the property industry and a sought-after speaker.

I bring a well-rounded skill set to my client engagements, combining accounting and tax advice with strategic and commercial consulting. I undertake a range of roles for my clients, including acting as an executive director for companies, trustees, and deceased estates, as well as advising property developers on significant joint ventures throughout the development process.

I advise individuals, businesses, and special-purpose entities on a range of accounting, consulting, and tax matters. I also advise several large, well-known private family groups.

I currently serve on the advisory Boards of several property ownership and development companies, including foreign-owned entities. I have also authored articles and publications for the property industry, and spoken at various commercial and technical property events.

I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.

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