Chief Financial Officer for Tactical Global Management Limited
Responsible for the strategic management of TGM’s finance and governance procedures to achieve optimal business outcomes
Focuses specifically on financial and management accounting, taxation and statutory reporting obligations and ensures governance obligations are proactively managed via the company’s enterprise risk management framework
Company Secretarial responsibilities
Over 25 years’ experience servicing funds management operations with expertise in accounting across complex company and investment unit trust structures, related party transactions, reconciliation of intercompany accounts, preparation of annual tax returns, calculation of quarterly trust distributions, management of annual tax planning reviews and ensuring compliance programs ares delivered in accordance with the strategic objectives of the business
Previous roles have included External Financial Controller at MGI South QLD Pty Ltd Accountants, BAS Agent and Business Advisory at Admin Advantage QLD, Principle Owner Unipro Hong Kong SAR & Phnom Penh, Chief Operating Officer at FIIG Securities, Chief Operating Officer at Firstmac, Head of Product Management Compliance & Business Services at ANZ Bank Securities Services, Head of Citigroup Global Securities Services Australia & New Zealand.
Qualifications, Awards and Professional Associations
Bachelor of Business – Accountancy, Queensland University of Technology (1988)
CPA Accountant – CPA Australia (1991)
Graduate Diploma in Investments and Applied Finance – Securities Institute of Australia (2000)
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