Luke Storey Email & Phone Number

Newcastle, New South Wales, Australia

Principal in the Business Advisory Services team in the Newcastle office.Specialist expertise and knowledge predominantly in the areas of business advisory, businessgrowth and development, taxation, restructuring, financial reporting, management accounting and finding solutions to business needs and problems. Also assisting with a number of business sales and led a number of due diligence processes.I understand the challenges and opportunities facing many businesses, having advised clients froma range of industry sectors and businesses of all sizes, from small family to large listed entities.Experience across many industries including but not limited to alcoholic beverage manufacturing and distribution, distilleries, wineries, retail industry, property development, wholesale investment, manufacturing, professional services, logistics, construction, and primary production businesses.Well established and proven skill set in business planning, licensing, sourcing equipment and materials, establishing a brand, manufacturing, building distribution channels, scaling up, capital raising, cashflow management, specialised taxes, government grants and running a medium size business.Corporate Profile: https://www.pkf.com.au/people-search/luke-storey/

Newcastle, Australia

www.newydistillery.com.au/ - Newy Distillery is located in Newcastle, NSW. A local distillery founded by Luke and Kimberly Storey. Currently producing and wholesaling Gin, Whisky, Vodka and other spirits and liqueurs. Our passion is in creating amazing high quality spirits.

Newcastle Nsw, Tuggerah Nsw

I played a key part in many business functions within the firm; not only as a senior Chartered Accountant, I also provided business advisory services to clients, specialised tax advice, accounting systems advice, and manage the firms Xero accounting platform. Major advocate of cloud accounting platforms and boosting the efficiency of our clients accounting systems!I also worked directly with the Directors and Associate Directors as a new technology leader pushing new software and business opportunities to improve current practices and boost efficiency, also involved in assisting in the marketing of the firm, overseeing our social media platforms, contributing to new software research and investigation and assisting wherever possible in the businesses operations, strategy and development.

My other role at Bishop Collins Chartered Accountants is playing a key part in the firms investment arm in a company called Pioneer Investment Group. Pioneer is the fund manager for several managed investment funds including a public retail fund called the Pioneer Self Storage Fund.I act as the management accountant responsible for the groups financial reporting and accounting requirements as well as locating and researching potential acquisitions, due diligence assessments, assisting in managing portfolio assets and involved in the businesses strategic direction and planning.Pioneer is a boutique property investment manager, which specialises in the creation, structuring, marketing and management of unlisted property related investment opportunities. Pioneer’s focus is on delivering superior long-term property and investment performance, allowing investors to participate in the wealth they generate

Founder and managing Director of Storey Trading Pty Ltd, a wholesale import and export company of electronic goods and giftware, wholesaling over 150 leading products.My experience starting up and running my own business was the foundation of my business knowledge and expertise. Experienced all of the problems and challenges of setting up and running a small business. My experience includes sourcing of products globally, international negotiation with suppliers and manufacturers of different countries and languages, knowledge of international trade, financial controller of the business, marketing experience, costing of products, experience of operating and running a business and dealing with all of the associated challenges.From this experience I am able to assist and work with small businesses to grow their business and have been in their shoes and know how it all works and the challenges my clients face.

Graduate Certificate In Taxation (M.Tax), Tax Law/Taxation

Chartered Accountant

Course Achievements: Audit & Assurance (Merit Awarded - Top 5%) Management Accounting & Applied Finance (Merit Awarded - Top 5%) Taxation.

Bachelor Of Commerce (Bcom), Accounting

Graduated with Distinction GPA High Distinction obtained in 70% of courses Distinction Obtained in 26% of courses Credit obtained in 1.