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Meet Your Local Chapter Leaders

Australasian Chapter Directors

Simon Prowse - Navwealth

Sydney

Simon is the director of Navwealth. He brings over 10 years of management and financial accounting experience. Specialising in GST, Salary Packaging. Simon will work with you to develop a comprehensive plan for your financial future.

Jason O'Mahoney - AMP

Melbourne CBD

Jason is a Certified Business Advisor and has over 20 years’ experience helping SME’s better run their businesses.

Dale Coutts - FKM Global

Victoria Regional

Dale has both a commercial background in the corporate sector as well as having his Consulting Business. Dale has studied in sales & marketing, communications, people behaviours, performance management and so much more.

Grant Howe - Zenith Wealth

Tasmania

Grant has been in the Financial Services Industry for 15 years. Grant is all about “working to live” and spending life doing the things that you love. It is these passions that have led him to build a game-changing business to help you make smart choices with your business and money, so you can do the same.

James Hoy - Your Accounting Partners

Brisbane

James Huy is a Certified Practising Accountant (CPA), a Registered Tax Agent, a Certified Exit Planning Adviser (CEPA) with the Exit Planning Institute, a Certified Practicing Business Broker (CPBB) with the Australian Institute of Business Brokering.

Philip Johns - J Power Solutions

Adelaide

Philip has over 25 years of working with small and medium sized businesses, providing consulting and business strategies. Philip has a wealth of knowledge and experience and more importantly, has a strong desire to help.

Michel Aliphon - Ozzielend

Perth

Michel is member of the Real Estate Institute of WA (REIWA) and the Australian Institute of Business Brokers (AIBB), and holds a bachelor of commerce degree in Economics and Marketing and a Diploma in Finance and Financial Services.

Di Jones - Alchemy 2.0

Highgate Hill

Di is a Certified Business Advisor, Leadership Coach and Personal Mentor with over 20 years experience helping employees, business owners and corporate entities mitigate risk, identify opportunities and achieve their greatest potential.

Sue McKeen - PG&A Accountants

Gold Coast

Sue McKeen is the principal/owner of PG&A Accountants. She holds a Bachelor of Commerce, a Master of Commerce and was made a Fellow of CPA Australia in 2017.

Phil Roberts - Future Focus Business Advisory

Canberra

Phil is Experienced Business Advisor with a demonstrated history of working in the human resources industry. Skilled in Business Planning, HR Consulting, Coaching, Personnel Management, and Strategic Planning. Strong consulting professional.

Rob Dorey - Business Success Partners NZ

New Zealand

Rob is a certified SME business advisor backed up by 30 years of Corporate business transformation experience. Rob is currently an active Angel Investor and specialises in using the Business Success Programme toolkit to reduce execution risk in high growth start-ups.

Melanie Power - Institute of Advisors

Melanie Power - Head of Bookkeeping

Melanie Power is a serial small business startup addict, having had a range of businesses from accounting practices, motorcycle dealerships, finance brokerages and IT consultancy. Her passion and expertise is all about the planting and growing of businesses and she has a specific focus of empowering bookkeepers to live life to their own plan, and design a business that serves them and their clients!

North American Chapter Directors

Joe Woodard - Woodard Company

Atlanta

Joe is the CEO of the Woodard Company which has has trained over 100,000 accounting firms across the USA. He has provided leading education, coaching advice and resources for over 15 years.

Cindy Reid-Shelton - Felix Group

Canada
Cindy is the President of Intent Planning the premier financial planning services firm in Canada. Top advisors routinely seek Cindy’s knowledge and insight to serve the needs of some of Canada’s wealthiest families.

Jennifer Davis - Felix Group

East Canada

Jennifer is the Chief Development Officer of Intent Planning the premier financial services firm in Canada. Jennifer has worked with a large range of clients with over 20 years experience in the financial industry extensive background in investments, insurance, business succession plus tax and estate planning.

Kim Powell - Felix Group

West Canada

Kim is the Chief Marketing Officer at Intent planning the premier financial planning services firm in Canada. Kim has experience with projects as large as developing and implementing successful, full multi-media campaigns to internal communications initiatives and everything in between.

Jaimie Blackman - Jaimie Blackman & Company

New York City

Jaimie is CEO of Jaimie Blackman & Company and BH Wealth Management. Through his monthly Sound of Money Column, plus speaking and training engagements at NAMM and Woodard Company, Jaimie educates thousands of business owners, financial advisors, accountants and bookkeepers on ways to harmonize life & business values while building a successful business. Jaimie is creator of MoneyCapsules ® , a values-based discovery process for Life and Succession Planning, powered by MAUS.

Mary Van Skiver - Rehmann

Grand Rapids

Mary is a Business professional with expertise in human resources and overall operations in a variety of industries and organizational structures. She is client and people focused with experience collaborating across teams and departments.

United Kingdom Chapter Directors

Gary Jesson - EFM Financial Management

London

Gary is a founder and director of EFM Financinal Management, a progressive financial management firm that helps financial directors provide advice to SMEs.

David Blair - DBA Group

North East England

David is an experienced Corporate Strategist and Exit Planning Specialist. With over 30 years of experience, David has worked with over 50 growth companies, helping them raise and successfully deploy in excess of £250m and execute a variety of successful exits including merger, trade sale and IPO

Jason Mountjoy - Clarity Wealth Management

South West

Inspired by the principles of the Kinder Institute for Financial Life Planning, Jason takes a holistic approach to helping people deal with the financial matters that underpin all of our lives.

Gavin Jones - Gavin Jones Consultancy

Plymoth

With a proven track record in helping SME companies through accelerated growth in both sales and profit. David has the ability to really get under the skin of your business, identifying ways to operational excellence, routes to new markets, creating a robust business plan to work towards considered exit strategy.

Asia Chapter Directors

Dr Fakhrul Anwar Zainol - MAUS Malaysia

Malaysia

Dr. Fakhrul has served as the the Director for the Center of Entrepreneurship at the Universiti Sultan Zainal Abidin. Currently, he serves as Associate professor at the faculty of economics and management sciences.

P.P. Sukumaran - ECCAPLUS

India

Sukumaran specializes working with large sized conglomerates. Currently he is serving as President Group HR at GVK Group one of India’s largest conglomerates.

Samuel Yip - Apex Business Services Limited

Hong Kong

Samuel is a senior business executive with proven ability to operate at board level to lead businesses specializing in the financial services industry.