Brian Collis Email & Phone Number

Geelong, Vic, Au

Werribee, Vic, Au

Werribee, Victoria, Australia

As a Manager specialising in private family groups, business structuring, reporting and tax compliance, I help clients to achieve their business and personal financial goals as part of an integrated family office approach. Over the past 10 years, I’ve worked with a wide variety of business owners in all industries, including medical, primary production, retail and investment trusts.

Victoria, Australia

As the business manager at Foxie I work closely with our Founder/CEO to manage all of the day-to-day operations of the business.This includes driving all parts of the business plan and achieving strategic objectives through coordination of our internal and external staff and the leadership team.I also take the lead in the finance portfolio and manage all of the budgeting, invoicing and expenditure processes.

Melbourne, Australia

As a Platoon Commander in the Royal Australian Electrical and Mechanical Engineers I am responsible for the provision of maintenance support through field and barracks based workshops. This involves leading a group of up to 30 subordinates involved in physically demanding and dangerous team-related tasks for an extended period of time, using several intermediate supervisors, managing time and resources productively and efficiently, make logical and quick decisions and receive instructions and plan work priorities and resources to achieve a goal.Key achievements include:• Assisting with disaster relief during 2009 Victorian Bushfires• Deploying to Solomon Islands peacekeeping mission

Victoria, Australia

PWS Advisory Group offers a range of services including financial & wealth management, asset management & investment advice, retirement planning & self managed superannuation, personal insurance services, estate & tax planning and mortgage services. We advise a range of clients including family business groups, sophisticated investors, self funded retirees and corporate clients.As part of the Accounting & Tax team, I work closely with clients to prepare financial statements, tax compliance, budgeting and financial analysis, business structuring and succession planning. As the primary point of contact for many of our business clients I work with the rest other specialists within our firm and wider network of associates to provide solutions to all problems and provide peace of mind.

Geelong, Victoria

The Private Wealth Services division at Davidsons offers a range of services including financial & wealth management, asset management & investment advice, retirement planning & self managed superannuation, personal insurance services, estate & tax planning and mortgage services. We advise a range of clients including family business groups, sophisticated investors, self funded retirees and corporate clients.As part of the Tax Advisory team, I work closely with clients to prepare financial statements, tax compliance, budgeting and financial analysis, business structuring and succession planning. As the primary point of contact for many of our business clients I work with the rest of the PWS division to facilitate the broader range of advice available at Davidsons.

Geelong, Victoria

Responsible for all aspects of business operation, development and supervision of two part time staff. Initially started as a home based part time venture, the business has grown to full time operation supporting clients in range of industries including manufacturing, hospitality, retail and construction.Key achievements include:• Converting clients to cloud based accounting software and introducing real time financial reporting• Assistance with setup of new businesses including planning, budgeting and implementing financial controls (Construction industry, Melbourne and Hospitality industry, Queenscliff)• Acting General Manager for five week assignment to assist client implement a number of initiatives including employee time tracking, job costing, cost savings, software upgrades, review of safety management and administrative procedures (Manufacturing industry, Geelong)

Geelong

Core skills include preparation of annual management reports, statutory financial statements, reconciliation of all P&L and Balance Sheet items, preparation of Income Tax, GST, FBT and Payroll Tax returns, financial analysis and budgeting. Proven ability to learn quickly, problem solve and demonstrate technical skill I was often assigned work of a higher level than my peers.Key achievements include:• Regular on-site accounting for a Victorian state government authority where I gained experience using SRIMS (including Oracle Financials) and Synergy to complete departmental reporting and preparation of management reports for the CFO and the board.• Analysing and assisting with restructure of complex groups of related entities, including reconciliation of inter-entity transactions and assessment of tax implications.• Coaching junior staff and graduates.

Graduate Diploma, Chartered Accounting

Graduate Certificate, Accounting

Bachelor, Management, Marketing

Vce