Leo I.

Leo I. Email and Phone Number

Consultant @ InvestmentMarkets
Eaglemont, VIC, AU
Leo I.'s Location
Eaglemont, Victoria, Australia, Australia
About Leo I.

"I am an accomplished Professional and Business Leader with 40+ years of experience leading high-performing teams and overseeing operations, notably at the ATO. With strong people and relationship management skills, I consistently exceed organizational targets and secure positive client outcomes. A dynamic, results-oriented leader, I develop and implement strategic business initiatives, solving complex challenges with innovative solutions that benefit both the business and the wider communityโ€.

Leo I.'s Current Company Details
InvestmentMarkets

Investmentmarkets

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Consultant
Eaglemont, VIC, AU
Employees:
11
Leo I. Work Experience Details
  • Investmentmarkets
    Consultant
    Investmentmarkets
    Eaglemont, Vic, Au
  • Sbr Assist
    Co-Founder
    Sbr Assist Apr 2024 - Present
    Specialised consulting firm dedicated to assisting SME/Small Business owners, Accountants, Lawyers and Finance firms with real time solutions in tackling Taxation debt.
  • Magna Consultants
    Founder
    Magna Consultants Sep 2013 - Present
    Advise Businesses and Early Stage Ventures on how to grow, Raise Capital and Identify Investors. Notably Worx Safety , Investment Markets , Charcoal Bros and Jochnic Packaging.
  • Freelance
    Tax Negotiator
    Freelance Nov 2019 - Present
    ๐—œ ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐—ฑ๐—ฒ๐—น๐—ถ๐˜ƒ๐—ฒ๐—ฟ๐—ฒ๐—ฑ ๐—ต๐—ถ๐—ด๐—ต-๐—พ๐˜‚๐—ฎ๐—น๐—ถ๐˜๐˜† ๐˜€๐˜‚๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜ ๐˜๐—ผ ๐˜๐—ฎ๐˜…๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ฎ๐—ด๐—ฒ๐—ป๐˜๐˜€ ๐—ฎ๐—ฐ๐—ฟ๐—ผ๐˜€๐˜€ ๐— ๐—ฒ๐—น๐—ฏ๐—ผ๐˜‚๐—ฟ๐—ป๐—ฒ, ๐˜„๐—ต๐—ฒ๐—ฟ๐—ฒ ๐—œ ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐—น๐—ฒ๐—ฑ ๐—ป๐—ฒ๐—ด๐—ผ๐˜๐—ถ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€ ๐˜„๐—ถ๐˜๐—ต ๐˜๐—ต๐—ฒ ๐—”๐—ง๐—ข ๐—ฎ๐—ป๐—ฑ ๐—ธ๐—ฒ๐˜† ๐˜€๐˜๐—ฎ๐—ธ๐—ฒ๐—ต๐—ผ๐—น๐—ฑ๐—ฒ๐—ฟ๐˜€ ๐—ฎ๐—ฐ๐—ต๐—ถ๐—ฒ๐˜ƒ๐—ถ๐—ป๐—ด ๐—ด๐—ฟ๐—ฒ๐—ฎ๐˜ ๐—ผ๐˜‚๐˜๐—ฐ๐—ผ๐—บ๐—ฒ๐˜€ ๐—ณ๐—ผ๐—ฟ ๐—บ๐˜† ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€.โ€ข Led ongoing engagement with Auditors, Team Leaders and Directors to review and secure tax approvals and achieve optimum results for clients โ€ข Supported the review and negotiation of JobKeeper and cash flow boost claims with the ATO, working closely with the State Revenue Office and Tax Ombudsman to provide accurate information to secure favourable outcomes โ€ข Escalated issues to different divisions of the ATO, engaging in ongoing communications to resolve GST, FBT, capital gains and taxation problems, and negotiate ongoing business compliance โ€ข Collaboratively developed payment plans achieveing excellent outcomes for personal and business clients. Advised Accounting firms how to improve their practice management and compliance advisory services
  • Australian Taxation Office
    Director
    Australian Taxation Office 1985 - 2013
    Canberra, Act, Au
    Delivery Director โ€“ Australian Business Register (July 2012 โ€“ July 2013)Director โ€“ Serious Evasion Risk & Intelligence (June 2010 โ€“ June 2012)Acting Senior Director โ€“ Complex Risk & Strategy (June 2010 โ€“ June 2012)Special Project Design Manager of New Policy (September 2009 โ€“ May 2010)Acting Director GST Risk and Strategy Across Markets (August 2008 โ€“ September 2009)Manager & Acting Director GST Complex Risk and Strategy (November 2006 โ€“ August 2008)Manager GST Large Compliance Program (April 2000 โ€“ November 2006)โ€ข Delivered high-quality leadership and oversight, supporting specialist teams comprising of 6 to 100 staff across multiple sites nationally โ€ข Provided mentoring and training over 8 direct reports โ€ข Built and strengthened strong relationships with key stakeholders including customers, state bodies, federal government departments, members of Parliament, Media representatives, and tax agents โ€ข Led the negotiation and resolution of issues with key stakeholdersโ€ข Developed and facilitated engaging presentations and interactive workshops, tailoring content and delivery for various groupsโ€ข Curated a series of informative articles promoting business initiatives ๐™€๐™ญ๐™ฉ๐™š๐™ฃ๐™จ๐™ž๐™ซ๐™š ๐™–๐™˜๐™๐™ž๐™š๐™ซ๐™š๐™ข๐™š๐™ฃ๐™ฉ๐™จ ๐™–๐™ซ๐™–๐™ž๐™ก๐™–๐™—๐™ก๐™š ๐™ช๐™ฅ๐™ค๐™ฃ ๐™ง๐™š๐™ฆ๐™ช๐™š๐™จ๐™ฉ.

Leo I. Education Details

  • Swinburne University Of Technology
    Swinburne University Of Technology
    Business/Commerce
  • Cbc St Josephs North Melbourne
    Cbc St Josephs North Melbourne
    Hsc
  • Other Professional Development:
    Other Professional Development:

Frequently Asked Questions about Leo I.

What company does Leo I. work for?

Leo I. works for Investmentmarkets

What is Leo I.'s role at the current company?

Leo I.'s current role is Consultant.

What schools did Leo I. attend?

Leo I. attended Swinburne University Of Technology, Cbc St Josephs North Melbourne, Other Professional Development:.

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