Alexia Philis
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Alexia Philis Email & Phone Number

Assistant Client Manager at Kingston Financial
Location: Cherrybrook, New South Wales, Australia 10 work roles 7 schools
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Current company
Role
Assistant Client Manager
Location
Cherrybrook, New South Wales, Australia
Company size

Who is Alexia Philis? Overview

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Quick answer

Alexia Philis is listed as Assistant Client Manager at Kingston Financial, a with 7 employees, based in Cherrybrook, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Alexia Philis.

Alexia Philis previously worked as Principal at Alexia Philis & Co Chartered Accountants and Senior Finance Manager at Aussie Paws Limited. Alexia Philis holds Project Management, Foundations And Practitioner from Prince2.

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Email format at Kingston Financial

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Kingston Financial

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Profile bio

About Alexia Philis

Qualified Chartered Accountant.Tax agent registered.Member of CAANZ, ICAEW, TPB.My main goal is to challenge myself both on a professional and personal level and i aspire to always strive towards exceeding expectations.Key skills: - Financial accounting services;- Financial reporting including the preparation and review of special purpose and general purpose financial reports;- Purchase or sale of businesses;- Superannuation and retirement planning;- Audit & Assurance services for small to medium size enterprises;- Taxation services including:* Income Tax planning and structure consultancy* Income tax return preparation; * Trusts and asset protection; and* GST compliance and Business Activity Statement preparation and review

Listed skills include Financial Reporting, Financial Accounting, Audit, Tax, and 13 others.

Current workplace

Alexia Philis's current company

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Kingston Financial
Kingston Financial
Assistant Client Manager
australia
Employees
7
AeroLeads page
10 roles

Alexia Philis work experience

A career timeline built from the work history available for this profile.

Assistant Client Manager

Current

Lane Cove, New South Wales, Australia

Mar 2023 - Present

Principal

Alexia Philis & Co Chartered Accountants

Sydney, New South Wales, Australia

Provision of accounting, taxation and advisory services for diverse set of clients.

Senior Finance Manager

Aussie Paws Limited

Senior finance manager responsible for:* Accounting and tax consulting relating to formation of a new company and equity raising requirements including adherence to applicable accounting standards, tax laws and ASIC rules;* Payroll management using deputy software. Assistance with issues relating to employment contracts, award requirements and payroll tax laws across various states;* Entering of all transactions into the Xero accounting software;* Preparation of monthly management accounts and analysis for Budgets and Board Meetings;* Preparation and lodgement of company tax return and business activity statements; and* General business consulting relating to company strategy and assistance with day to day business requirements including arranging for Hire Purchases of equipment.

Sep 2014 - Mar 2015

Senior Accountant And Consultant

P.N. Philis & Co Chartered Accountants

Senior accountant and consultant responsible for:* Preparation and finalisation of financial statements for clients.* Preparation and lodgement of Income Tax Returns and Business Activity Statements.* Computer Data Entry using MYOB software, Excel Software and Microsoft Word Software.* Liaising with the Australian Tax Office regarding client tax matters.

Mar 2013 - May 2014

Management Accountant

Paternoster Square St Pauls, London

Responsible for the following within the EMEA region of Corporate Workplace:* Monthly EMEA pack preparation and analysis.* Monthly EMEA cost report preparation including variance analysis between Plan, Forecast and Actuals and presentation of the results in monthly meetings.* Forecasting* Risks and opportunities identification, analysis and recording to ensure an accurate, complete and up to date schedule was maintained.

Nov 2012 - Jan 2013

Executive - Macquarie Infrastructure And Real Assets - Macquarie Atlas Roads

No 1, Martin Place Sydney

Financial accountant responsible for the following:* Financial Reporting - Annual report and MIR preparation and review* Monthly EBITDA workbook review including collation of information from analysts* Cash management* Management and Performance fee reviews* Management accounts review* Board reporting including completion of CEO Report sections relating to Finance * Tax Forecasting* BAS & IAS preparation* Quarterly timesheet analysis for Income Tax Returns* Compliance work*Liquidations

Mar 2012 - Aug 2012

Executive - Macquarie Infrastructure & Real Assets - Duet Group

Level 11, 1 Martin Place Sydney Nsw 2000

Financial accountant for the DUET Group within Macquarie Infrastructure and Real Assets division. DUET consists of 4 stapled entities trading as one listed security on the ASX. The main activity of DUET is investment in energy utilities.

Nov 2010 - Oct 2011

Financial Accountant - Ing Real Estate - Entertainment Fund

Sydney Nsw 2000

Financial accounting work including:* Monthly balance sheet reconciliations* GST preparation* Assistance with preparation of 30 June 2010 Annual Report

Feb 2010 - Oct 2010

Financial Accountant/Auditor

Various - London,United Kingdom

London, United Kingdom

Contracting in London at a number of companies including:* Nyrstar (Global multi-metals business, producing significant quantities of zinc and lead as well as silver, copper and gold) -Financial Accounting contract* Haysmacintyre (Chartered Accountants & Tax Advisers) - Audit contract* Buzzacott (Chartered Accountants) - Audit contract

Feb 2008 - Sep 2009

Assistant Manager

Worked within the Middle Market Advisory Division and offered the following services:* Audit & Assurance based services for both listed and unlisted companies including not-for-profit.* Financial Reporting* Taxation services for high wealth individuals

Oct 2004 - Nov 2007
Team & coworkers

Colleagues at Kingston Financial

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7 education records

Alexia Philis education

Project Management, Foundations And Practitioner

Prince2

Education record

Institute Of Chartered Accountants Australia

M.Com, International Business

High School

Pymble Ladies College
FAQ

Frequently asked questions about Alexia Philis

Quick answers generated from the profile data available on this page.

What company does Alexia Philis work for?

Alexia Philis works for Kingston Financial.

What is Alexia Philis's role at Kingston Financial?

Alexia Philis is listed as Assistant Client Manager at Kingston Financial.

Where is Alexia Philis based?

Alexia Philis is based in Cherrybrook, New South Wales, Australia while working with Kingston Financial.

What companies has Alexia Philis worked for?

Alexia Philis has worked for Kingston Financial, Alexia Philis & Co Chartered Accountants, Aussie Paws Limited, P.N. Philis & Co Chartered Accountants, and Bank Of America.

Who are Alexia Philis's colleagues at Kingston Financial?

Alexia Philis's colleagues at Kingston Financial include Nancy Thompson, Kacie West, Simon Beasley, Molly Trubshaw, and Tracie James Supnet.

How can I contact Alexia Philis?

You can use AeroLeads to view verified contact signals for Alexia Philis at Kingston Financial, including work email, phone, and LinkedIn data when available.

What schools did Alexia Philis attend?

Alexia Philis holds Project Management, Foundations And Practitioner from Prince2.

What skills is Alexia Philis known for?

Alexia Philis is listed with skills including Financial Reporting, Financial Accounting, Audit, Tax, Ifrs, Accounting, Auditing, and Management Accounting.

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