About Us

+613 8199 3000 | sevant@alexanderspencer.com.au

An experienced and driven accountant and business consultant, Sevan has been part of the Alexander Spencer team for over 20 years, and a director for over a decade.

For the entirety of his career, Sevan has been dedicated to shepherding business owners into success, through developing cohesive and sustainable business strategies, seamless financial management and providing an outstanding level of service to his clients.

Having been involved in family business since his childhood, Sevan has firsthand understanding of the pressures and stresses of running a business. With this knowledge, as well as the expertise developed over his long and successful career, Sevan provides his clients with considered expert guidance on developing their business strategy, formulating goals and implementing an effective business structure.

Sevan not only ensures that businesses are structured correctly for tax and clients’ assets are protected, but also guarantees that all tax and accounting obligations are handled efficiently for his clients. His main objective is for his clients to be able to completely focus on their business goals, knowing their finances are in his capable hands.

He is an integral part of the financial success of his clients’ enterprises from start to finish, helping clients grow the value of their businesses exponentially and facilitating many M&A transactions where the combined enterprise value of the transactions exceeded $100 million.

Sevan plays a pivotal role within Alexander Spencer by overseeing the implementation and execution of the strategic plan of the firm. He also mentors staff within the business, helping them develop and grow as business consultants and accounting professionals. During his tenure as partner, Alexander Spencer has experienced considerable growth, appearing on the Australian Financial Review’s list of Australia’s top 100 accounting firms annually since 2017.

When he is not consulting, Sevan enjoys spending time at home cooking with his wife and their two children. A passionate Hawthorn and Liverpool supporter, Sevan is also an involved member of his local Armenian community.

Qualifications Include:

• Bachelor of Business (Accounting)
• Certified Practising Accountant
• Certified Tax Advisor
• Licenced SMSF Auditor

+613 8199 3000 | jeffreyi@alexanderspencer.com.au

A highly regarded and experienced accounting expert, Jeffrey has over three decades of experience providing tax, advisory and financial planning services to both professional and business clients.

Part of the Alexander Spencer team since 1999 and a director for over 20 years, Jeffrey is an integral part of the firm’s growth and continuing success. Throughout his career, he has been a key component of the success of many of his clients’ businesses, utilising his extensive experience to provide thoughtful and intelligent guidance.

With an exceptional eye for detail and a wealth of knowledge developed over his long and outstanding career, Jeffrey advises on the growth and development of small and medium businesses as well as offering guidance on self-managed super funds and estate planning matters, empowering business owners to fully enjoy their success into retirement. Jeffrey’s clients encompass a wide range of industries, with a particular interest in construction, import/export and gaming.

Jeffrey has been incredibly proud to shepherd many of his clients’ enterprises to considerable success, working with them over many years to help them grow from small beginnings into multimillion-dollar operations. He is a reliable and trustworthy advisor in every stage of a business’s life cycle, from the inception of a business to their eventual sale or the owner’s retirement.

Jeffrey’s dedication to his clients, his wholistic approach to financial planning and his attentive level of service contribute to his exemplary performance as an accountant and financial consultant. With a strong belief in integrity and open communication, he is motivated by helping others achieve success and being able to help business owners realise their ambitions and grow their operations sustainably.

When he’s not at work, Jeffrey is a devoted husband and father. He’s a keen Richmond supporter and tennis fan, as well as an avid movie and theatergoer and lover of live music.

Qualifications Include:

• Bachelor of Business (Accounting)
• Certified Practising  Accountant
• Certified Tax Advisor

+613 8199 3000 | geoffreyt@alexanderspencer.com.au

A highly motivated, dynamic accountant and business consultant, Geoffrey brings a wealth of experience in both Australia and internationally to the Alexander Spencer team.

Geoffrey’s commitment to excellence in his work, alongside his dedication to his clients and their needs, has enabled his success and rapid ascension through the ranks at Alexander Spencer. Since first joining Alexander Spencer in 2015, he was promoted to Principal in 2019 and Director in 2022, reflecting his exceptional commitment and essential position in the firm.

Originally from New Zealand, Geoffrey holds almost a decade of experience in the industry, working in Australia, Asia and New Zealand in a diverse range of industries including international business, sport, tech start ups and ecommerce.

He has provided support to businesses aiming to secure major contacts, including through creating and implementing new business structures, helping business owners to grow and advance their enterprises significantly. He plays a central role in the everyday financial operations for many of his clients’ businesses, ensuring that their finances run impeccably so his clients can focus on their true passion of running their business.

Geoffrey’s business advisory expertise stems from a firm belief that a business owner’s ambitions for their business should work in harmony with their ambitions for life. He works to enable his clients to fully take advantage of their success and helps them to scale and grow their businesses in conjunction with the trajectory of their lives.

A new project is always enticing to Geoffrey, and he is consistently able to thrive in new and challenging environments, as demonstrated by his extraordinarily successful secondment to Taipei in 2017. He also plays a crucial role within the Alexander Spencer team helping to mentor and train junior team members, fostering the success of the next generation of Alexander Spencer.

In his spare time, Geoffrey is an avid traveller, aiming to visit one new place every year. His childhood on a farm in New Zealand gave him a love of the outdoors and the beach, making him a passionate surfer and hiker.

Qualifications:

• Bachelor of Business Analysis
• Certified Practising Accountant

+613 8199 3000 | vincenti@alexanderspencer.com.au

Vincent has been an accountant in Public Practice for over 20 years. In that time, Vincent worked in small and medium sized accounting practices, to a large national accounting firm. He specialised in Self-Managed Superannuation (SMSF) for several years, igniting a lifelong interest in SMSFs. Vincent since found his passion in running his own accounting practice, looking after a suite of Small Medium Enterprise (SME) clients and clients with family businesses.

As a qualified CPA and Chartered Accountant, Vincent values continual Professional Development and the associations developed with his peers as a qualified accountant.

Being a business owner, Vincent has appreciated the challenges and opportunities faced by small business. As an adviser, he knows the importance of the accountant in key business and financial decisions.

Joining the practice in July 2022, Vincent has fostered many relationships with existing Alexander Spencer clients and has assisted clients with business expansion, growth, and lifestyle changes. He is responsible for all Personal Tax Returns and Self-Managed Superannuation Funds.

When Vincent isn’t working, he enjoys staying fit and healthy, through his main sporting pursuits of tennis, swimming and golf, although he is still searching for the right work lifestyle balance. On weekends, he likes to spend time with his family, his wife Pam and son Josh, and walking dog Abby whenever possible. He enjoys coaching the Hawthorn Titans Vikings in basketball and watching the Blues.

Vincent participates in mentoring programs to give back to the community and the profession. He is a mentor with AMES Australia, supporting refugees and new migrants to our country, in particular assisting them with the search for employment. He is a mentor with CPA Australia, providing guidance to younger accountants in their journey through the profession and development of their careers.

Qualifications

Certified Practising Accountant

Chartered Accountant (Chartered Accountants Australia and New Zealand)

Registered SMSF Auditor

SMSF Specialist Adviser

Diploma in Financial Planning

+613 8199 3000 | sethl@alexanderspencer.com.au

Seth has over a decade of experience in the financial and accounting industry, helping both business and professional clients with tax, accounting, superannuation funds and business services. After becoming a Principal of the firm in July 2022, Seth now oversees the Tax Advisory Department.

Since joining the team at Alexander Spencer since 2014 Seth has become a key part of the Alexander Spencer community, specifically focusing on accounting, taxation and business services. With the knowledge and expertise developed over his career, Seth provides expert guidance in all areas of compliance, financial reporting as well as direct and indirect taxation to small, medium and large enterprises in different industries.

Seth plays an important role in assisting the growth of Alexander Spencer by overseeing the team of professional accountants. He is a great mentor of accounting professionals within the firm and enjoys helping them setup career pathway and achieve their professional goals.

Originally from China, Seth is an active and popular member of his local Chinese community. He is always excited in assisting business owners in his community as he can effectively translate tax compliance terminology to plain language. The clients appreciate his open and regular communication, knowing he takes great care and responsibility in the management of their finances and tax matters.

In his spare time Seth enjoys spending time with the family, traveling and playing sports with his two children. He is a keen follower of the Premier League football, with Liverpool being he team of choice. You can often find Seth watching the game at odd hours during the night due to time zone differences!

Qualifications Include:

·       Master of Applied Commerce (Accounting)

·       Certified Practising Accountant

·       Member of the Institute of Public Accountants

+613 9800 1055 | chris.walters@wilsonwhite.com.au 

A highly experienced and accomplished insurance professional, Chris brings over two decades of insurance expertise to the Wilson White team, working with a network of firms to provide services and policies aligned to your needs.

Since joining Wilson White in 2019 when it was a one person operation, Chris has overseen the firm’s growth and expansion. Throughout the entirety of his career, he has supported countless small and medium business owners with their business and personal insurance needs, giving them the confidence that they’re protected and covered in any foreseeable circumstance.

Chris has spent more than twenty years in insurance, amassing an impressive client portfolio through his commitment to exceptional service, honest advice and maintaining genuine relationships. He combines a friendly disposition with a deep knowledge of insurance and a dedication to finding the right solution for the right customer.

He is profoundly aware of the key role insurance plays in the maintenance of a successful business and is a constant and competent presence for his clients at every step of their insurance journey, from guiding them to the right insurance policy through to helping them with the claims process. He strongly believes in doing right by his clients through operating with diligence and integrity.

Chris takes pride in leading the team at Wilson White through fostering a supportive and engaged team culture. He is focused on encouraging and mentoring members of the team to achieve their goals through providing educational support and professional guidance.

In his spare time, Chris enjoys spending time with his family, both at home and fishing at their beach house in the Bellarine Peninsula. He’s a devoted supporter of the Melbourne Demons, and engaged in coaching his local football club.

+61 455 222 717  | james@asmortgages.com.au

A highly experienced business banker and exceptional mortgage adviser, James has over a decade of experience in the banking sector, ideally positioning him to look after his clients’ mortgage and debt advisory needs.

Throughout his career, James has developed a wealth of expertise in both home loan and commercial lending, particularly for self-employed clients in an expansive array of industries. Coming to Alexander Spencer in 2018, James has led AS Mortgage Partners to help deliver their clients sustained and ongoing success by delivering effective, tailored financial solutions.

James’s thoughtful, considered advice and support has enabled many of his clients to take their businesses to the next level. His clients are able to rely on him for accurate and effective mortgage and debt advisory because of his experience in business banking and commercial lending, giving him specific insight into the financial requirements of self-employed people and small business owners.

Whether his clients need cashflow support, asset finance or help purchasing a personal or commercial property, James is able to guide them through that process, assess their needs and steer the transaction through his accreditations with numerous different lending partners. His ability to build long-term relationships with his clients is a crucial component of his efficacy and success.

James is motivated by helping his clients to succeed, particularly through helping them find a particularly innovative solution to a financial quandary. He knows mortgage and debt advisory can be particularly complex with small business clients and is highly attuned to the specific business needs of each of his clients and is available to help at every turn.

In his spare time, James cherishes quality time with his wife and their two young children, both at home and travelling to new destinations. As a passionate Essendon supporter, he loves going to football games, and is also a fan of horse racing.