Joe has worked in the profession for over 30 years within a range of large and mid-sized accounting firms. His highly regarded expertise has over the last 15 years seen him as lead audit engagement partner for a number of large listed companies including those ranked in the top 100 on the ASX, and significant for-purpose (NFP) organisations.
Joe has been at the forefront of the Sydney firm’s specialist services to the Not-for-profit sector, including being intimately involved in all aspects of the NFP Reform process over recent years. This deep involvement within the sector has seen Joe appearing as an expert witness at a number of the Parliamentary Inquiries into these reform proposals.
Joe brings to this role a commitment to a holistic service approach with a strong empathy for the purpose of NFPs. Over an extended period, Joe has worked with a wide range of entities within the religious and non-profit sectors, including significant organisations involved in the provision of education, health, welfare, aged care and support services.
In addition to his assurance expertise, Joe’s experience has included many specialist advisory assignments in assisting clients with their financial and strategic management challenges and particularly in relation to the unique challenges of for purpose organisations.
Areas of expertise
- Audit and Assurance
- Governance matters
- Financial sustainability
- Due diligence
- Church and school finances
- School funding and infrastructure financing
- Fraud investigations
- Internal control reviews
- Financial modelling
- Strategic financial management
- Financial transparency
- Aged Care
- Legal services
- Not for profit
Memberships & Qualifications
- Bachelor of Commerce
- Member - Chartered Accountants (Australia and Ireland)
- Registered Company Auditor
17th August 2018
This rewrites the previous ATO view expressed in /Taxation Ruling TR 92/17/,
which the ATO withdrew on and with effect from the same date. There i...
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