Warrick Dickson Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Australia

Available for assignments covering:-Business Strategy Development and ImplementationKPI Development and ImplementationProcess Reviews and ImprovementsTeam ReviewsBoard of Advice AppointmentsBusiness Coaching

Sydney, Australia

The Count Advisory Council is a peer forum formed in the pursuit of ensuring that Count Management receives ongoing direct feedback from Count Members.We act as a conduit for information between management and the members. We are the litmus test for new ideas, strategic direction, and third party enhancements. We provide advice on how the businesses within.

Box Hill Victoria

• Hamilton Morello is one of the largest professional services firms in the eastern suburbs of Melbourne with 50 plus employees. They offer taxation, business advisory, and financial planning services. They are one of.
• Lead a team of 9 including Financial Planners, Client Service Managers, and IT support.
• Oversee and implement all regulatory requirements including communications with the supervisory team at Count Financial
• Manage the overall relationship with Count Financial, BT Wrap, CFS and Fund Managers
• Oversee the internal Approved Products List in liaison with the research team at Count Financial
• Identification of business trends and opportunities

Melbourne, Australia

• Rees Group is a boutique accounting and financial planning business specialising in the SME market.Key Responsibilities
• Supervised a team of five accountants and administrative assistants
• Presented to executive team and external advisory board members on key business metrics and objectives
• Prepared budgets, financial reports, forecasts and oversaw business improvement plans
• Profit and Loss, payroll, cash flow and debt covenant management
• Supervised the administrative functions of the business including invoicing, WIP management, and debtor management

Melbourne, Australia

• At various times I have undertaken various consulting assignments to SME's.Key Projects
• Strategic review of financial planning business including preparation of key job descriptions
• Advice to a start-up company in the advertising industry on shareholder’s agreements and financing proposals. Preparation of financial forecast models. Review of fund raising prospectus.
• Establishment of financial planning services for an accounting business
• Forensic investigation regarding the misappropriation of funds
• Financial planning services for a range of clients including SMSF complying pension establishment

Melbourne, Australia

• Garnaut Private Wealth is a boutique financial planning firm that delivers holistic advice to professionals, SME owners, entrepreneurs and senior company executives. They give advice on assets totaling in excess of.
• Supervision of a team of 12
• Management of AFSL Compliance, Finance including P&L and Payroll, Human Resources, Administration, Information Technology, Legal, Business Operations and Premises Management
• Part of the Management Team for sales, marketing and investment strategy.Key Projects
• Privatisation project from listed ASX subsidiary
• Due diligence on a number of dealer groups

Melbourne, Australia

• HMH is a large eastern suburbs firm of Chartered Accountants providing a range of professional accounting services including business services, SMSF services, audit, and financial planning. Key Responsibilities
• Supervision of a team of 7
• Mentoring, coaching, training and peer review
• Provision of holistic financial planning advice
• Provision of SMSF accounting, compliance and management advice
• Provision of litigation support to legal firms on SMSF’s and superannuation

Melbourne, Australia

Member of the Business Services division providing taxation and business advice to SME's

Ballarat, Australia

Member of the Audit team

Bachelor Of Business, Accounting

High School