Jason Phillips

Jason Phillips Email and Phone Number

Business Transaction and Valuation Specialist @ JNP Advisory
Jason Phillips's Location
Greater Sydney Area, Australia, Australia
Jason Phillips's Contact Details

Jason Phillips work email

Jason Phillips personal email

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About Jason Phillips

Jason is a Chartered Accountant with over 30 years’ experience advising clients across a diverse range of industries throughout Australia and internationally on M&A, business valuation, taxation and litigation support matters. From working in a range of business transaction roles and organisations, Jason has earned a reputation for consistently delivering market-leading business sale, acquisition and succession solutions for clients.Jason has prepared independent expert reports for proceedings in the Federal Court, the Family Courts of Australia and Western Australia and the Supreme Courts of New South Wales, Victoria, Queensland, South Australia and Western Australia in relation to a range of business valuation and economic loss matters.As the non-executive director of public and private companies, Jason has extensive experience providing strategic input, managing multiple stakeholder interests and implementing risk and corporate governance systems across diverse businesses. Jason has sat on number committees for several peak industry bodies and professional associations including serving as the Chairman of the Institute of Chartered Accountants in Australia (NSW State Council). In 2011, Jason established JNP Advisory, a specialist-chartered accounting firm providing independent business transaction, valuation and litigation support advice. Building upon the success of JNP Advisory, Jason established JNP Legal in 2020, a commercial law firm specialising in integrated market-leading business transaction and succession advice.Specialties: Business Valuation; Deal Origination, Evaluation, Execution and litigation support.

Jason Phillips's Current Company Details
JNP Advisory

Jnp Advisory

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Business Transaction and Valuation Specialist
Jason Phillips Work Experience Details
  • Jnp Advisory
    Founder & Director
    Jnp Advisory Jul 2011 - Present
    Sydney, New South Wales, Au
    Having spent 30 years working in senior tax and corporate finance roles with large accounting firms and large financial institutions, Jason founded JNP Advisory in 2011 on the belief that business transaction and valuation advice should be tailored to meet the specific needs of entrepreneurial privately owned businesses without compromising the quality normally afforded to large institutions.JNP Advisory is now a leading provider of independent business transaction, succession, and valuation advice. As an integrated Chartered Accounting and commercial law firm, the team at JNP Advisory pride themselves on providing holistic integrated advice with a commitment to technical excellence, value-for-money, and achieving market leading results. While JNP Advisory's clients include some of Australia’s largest financial institutions, its focus continues to be on entrepreneurial privately owned businesses.
  • Axa
    Head Of M&A - Financial Advice Network
    Axa Oct 2007 - Mar 2011
    Paris, Fr, Fr
    Jason was employed in several senior finance and operational roles with AXA Australia & New Zealand. These roles included leading the Decision Support, Recruitment and M&A teams. In his most recent role as Head of M&A - Financial Advice Network, Jason quadrupled the size of the Genesys equity practice investment portfolio whilst achieving an above benchmark rate of return across the portfolio, making a significant contribution to the group’s overall profitability. Jason was the AXA nominee non-executive director on the board of each equity investment firm and related AXA investment subsidiaries providing leadership and strategic thinking to the growth initiatives and governance of these firms.
  • Chartered Accountants Australia And New Zealand
    Chair - Nsw Regional Council
    Chartered Accountants Australia And New Zealand 2005 - 2009
    Sydney, Nsw, Au
    Jason was elected to the Institute of Chartered Accountants in Australia NSW Regional Council in 2005. Jason held the position of Vice-Chair of the Council in 2007 and 2008. In 2009, Jason was elected as the Chair of the Council. The Institute of Chartered Accountants in Australia was the professional body representing more than 62,000 member Chartered Accountants in Australia. In 2014, the Institute of Chartered Accountants Australia and the New Zealand Institute of Chartered Accounts merged, bringing together more than 100,000 members to form Chartered Accountants Australia and New Zealand.
  • Macquarie Group
    Associate Director
    Macquarie Group Nov 2003 - Oct 2007
    Sydney, Nsw, Au
    As an Associate Director with Macquarie Bank Limited Jason was the Licensee and NSW Business Head of Macquarie Business Broking Services (MBBS). MBBS was a corporate advisory practice providing clients with the business sale, acquisition and valuation advice. The business unit’s target markets were privately owned businesses predominantly operating in the professional services, financial advisory and property sectors.
  • Lawler Partners
    Director (Partner)
    Lawler Partners Feb 2002 - Oct 2003
    Newcastle West, Nsw, Au
    After merging PhillipsFord with Lawler Partners (now part of PKF), one of Australia’s largest and fastest growing accounting practices, in February 2001, Jason led the practice’s club & hospitality team and established the practice’s corporate services division. Lawler Partners’ Corporate Services Division provided corporate finance, investigative forensic accounting and business improvement advice with a focus on clients operating in the hospitality, gaming and property sectors.
  • Phillipsford Chartered Accountants
    Co-Founder / Director
    Phillipsford Chartered Accountants May 1999 - Feb 2002
    In 1999, Jason co-founded PhillipsFord a Chartered Accounting firm specialising in the provision of tax and financial turnaround advice.The firm was acknowledged as an industry leader in its field with a client base which included some of Australia’s largest and most influential organistions including Dell Computer, Wella Australia, Boral, Compaq, ClubsNSW, Australian Information Industry Association, Employers First and the Custom Brokers and Forwarders Council of Australia. Building upon PhillipsFord’s early success, the practice formed a number of joint ventures with peak industry bodies to provide business improvement/change management advice.
  • Pwc
    Manager - Taxation Division
    Pwc May 1997 - May 1999
    Gb
    As a Manager within PwC's tax division, Jason managed a team providing tax advice to some of Australia’s largest organisations. In this role, Jason's specialised in providing transaction tax advice including indirect tax advice, as well as, detailed financial modeling and analysis to support anti-dumping and transfer pricing applications.Additional responsibilities included being the tax liaison manager with the PricewaterhouseCoopers Newcastle office and the Price Waterhouse Sydney Tax Division delegate on the Price Waterhouse and Coopers & Lybrand merger integration project.
  • Kpmg
    Senior Consultant - Taxation Division
    Kpmg Feb 1994 - May 1997
    New York, Ny, Us
    Commencing as a graduate Jason was subsequently promoted to Senior Consultant in the firm’s tax division. As a Senior Consultant- Tax Division, Jason managed client relationships, supervised staff and prepared technical advice relating to research and development concessions and transaction taxes.

Jason Phillips Skills

Financial Services Finance Mergers And Acquisitions Valuation Strategy Superannuation Corporate Governance Strategic Financial Planning Cash Flow Restructuring Wealth Financial Modeling Financial Reporting Investments Leadership Smsf Managerial Finance Income Tax Estate Planning

Jason Phillips Education Details

  • University Of Newcastle
    University Of Newcastle
    Accounting
  • Kaplan Australia
    Kaplan Australia
    Valuation
  • Kaplan Professional
    Kaplan Professional
    Financial Planning

Frequently Asked Questions about Jason Phillips

What company does Jason Phillips work for?

Jason Phillips works for Jnp Advisory

What is Jason Phillips's role at the current company?

Jason Phillips's current role is Business Transaction and Valuation Specialist.

What is Jason Phillips's email address?

Jason Phillips's email address is ja****@****.com.au

What schools did Jason Phillips attend?

Jason Phillips attended University Of Newcastle, Kaplan Australia, Kaplan Professional.

What skills is Jason Phillips known for?

Jason Phillips has skills like Financial Services, Finance, Mergers And Acquisitions, Valuation, Strategy, Superannuation, Corporate Governance, Strategic Financial Planning, Cash Flow, Restructuring, Wealth, Financial Modeling.

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