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A summary of the types of services provided to both current and former clients is summarised below.

 
 

Services to Consultancy clients

 

Examples of consultancy assignments, around Australia and in the United States of America, include:

 

Governance

 
  • Advice in relation to establishing effective governance practices in a range of organisations
  • Advice on the rights, duties and responsibilities of officers
  • Advice on the rights of shareholders
 

Risk Management

 
  • Advice and assistance in developing a risk management strategy and plan
  • Review of risk management plans
  • Monitoring risk management plans
  • Guidance and advice on business strategies to expand a business
 

Compliance

 
  • Advice on compliance with the corporate Constitution, the Corporations Law, ASX Listing Rules
  • Advice to directors and officers on compliance with legislation
  • Advice to shareholders on compliance with legislation
  • Advice and options to resolve disputes between directors
  • Advice and options to resolve disputes between directors and management
  • Advice and options to resolve disputes between directors and shareholders
  • Preparation and presentation of complaints to regulators on behalf of clients
 

Directorships

 
  • Acting as an independent director of various large private companies including unlisted disclosing entities
 

Services to Coopers & Lybrand clients

 

Audit and Assurance

 

Clients included listed companies, Australian subsidiaries of overseas entities, local authorities, large proprietary companies, associations, joint ventures, cooperatives and other entities.

 

Taxation

 

Clients included listed companies, Australian subsidiaries of overseas entities, large proprietary companies, trusts other entities, sole traders, partnerships and individuals.

 

Business valuations

 

In relation to a number and variety of businesses.

 

Business planning, budgeting and management accounting

 

Involved a variety of businesses in relation to start-up operations and ongoing operations.

 

Industry specialisation

 

Tourism, Hospitality and Mining.

 

Services to Queensland Government departments

 

Business plans

 

For international operations.

 

Internal audit and compliance proceedures

 

Prepared internal audit procedures manuals.

 

Communications

 

Developed and implemented corporate communications policy
Provided communications advice regarding corporate image and promotional projects

 

Services provided to ASIC clients

 

Advice

 

To accountants, lawyers and corporations on a range of issues including, but not limited to, interpreting the Corporations Act, ASIC Regulatory Guides, Information Releases and Class Orders.

 

Various responsibilities included providing advice in relation to:

 
  • disciplinary action to auditors and liquidators including the preparation of expert reports and giving evidence in relation thereto
  • financial analysis of data
  • preparation of statements, affidavits and expert reports
  • continuous disclosure and corporate governance
  • compliance with ASX Listing Rules and Guidance Notes
  • compliance with Auditing Standards
  • education and training
  • establishing and monitoring key performance indicators
  • developing and managing various projects including high yield bond schemes and financial reporting surveillances
  • liaising with external parties
 

Services to Communications and media clients

 

Corporate image and communications

 

Create process and procedures for communications projects to enhance corporate image

 

Integrated corporate communication

 

Planning and analysis for integrated marketing activities

 

Quality control

 

Develop and implement corporate standards manual for all promotional and advertising materials

 

Marketing strategies

 

Ensure cost effective marketing tactics are incorporated into communications strategies

 

Advertising plans

 

Prepare advertising briefs to implement marketing goals and objectives


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