Contact Us

Visit: Level 26, 1 Bligh Street, Sydney NSW 2000


Mail: GPO Box 2439, Sydney NSW 2001


Call: +61 2 9011 5565


Email: info@jnpadvisory.com.au


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Our People

ExpertiseExperienceResults

Jason Phillips B.Com, GradDipAppFin, Dip FS (FP), LREA, ATI, FCA

Founder and Executive Director

 

Jason has over 25 years’ experience advising clients across a diverse range of industries throughout Australia and internationally about taxation, corporate finance and forensic accounting matters. He is a Fellow of Chartered Accountants Australia and New Zealand and is a former Chairman of the Institute of Chartered Accountants in Australia NSW State Regional Council.

 

Before establishing JNP Advisory, Jason held senior roles in some of Australia’s leading accounting firms and financial institutions including PricewaterhouseCoopers, KPMG, AXA and Macquarie Bank.

 

Jason’s key strength is his ability to combine technical expertise with extensive experience to deliver superior results, regardless of the size or complexity of the engagement.

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Jason’s experience in transaction advisory, specialist valuation and forensic accounting and litigation support services includes:

  • lead advisory roles relating to the sale and acquisition of businesses, merger transactions and capital raisings
  • valuing businesses, intangible assets, intellectual property and professional practices for the purposes of providing advice about succession planning, the acquisition and sale of businesses, commercial litigation, family law disputes, taxation and stamp duty
  • preparing independent expert reports for proceedings in the Federal Court, the Family Courts of Australia and Western Australia and the Supreme Courts of New South Wales, Victoria, Queensland, South Australia and Western Australia in relation to the valuation of businesses, intangible assets, shares and equity, partnership and minority interests; the interpretation of financial documents including the adequacy of financial records and loss of profits arising from breaches of contract; director / shareholder disputes including minority shareholder oppression issues; business viability and solvency; and economic loss relating to personal injury, employment-related disputes, insurance claims and breaches of contract
  • preparing due diligence reports and detailed financial forecasts
  • providing decision-support analysis, strategic asset divestment / acquisition and succession advice.

Jason is:

  • a Fellow of Chartered Accountants Australia and New Zealand (CAANZ)
  • a Business Valuation Specialist - CAANZ
  • a Registered Tax Agent (Registration Number 24783455)
  • an Associate of The Tax Institute
  • a Licensed Real Estate and Business Agent (NSW) (Licence Number 20006578).

Jason holds a Bachelor of Commerce from the University of Newcastle, a Graduate Diploma of Applied Finance and a Diploma of Financial Services (Financial Planning). He has completed course work in taxation, law, valuation and finance at the University of Sydney and the University of Technology Sydney.

 

He is currently a non-executive Director of Cenversa Limited and a member of the Pioneer Investment Group Investment Committee. His past appointments include:

  • Chairman of the Institute of Chartered Accountants in Australia NSW State Regional Council
  • non-executive Director of AXA Asia Pacific Holdings Limited Investment Subsidiaries and equity investment entities
  • member of the CPA Australia - NSW SME Committee
  • non-executive Director of Club Consulting Pty Ltd, a wholly owned subsidiary of ClubsNSW Ltd
  • Australian Communications Industry Forum representative, Australian Taxation Office - Tax Reform Committee.
 

Tace Yates B.Com, CA

Senior Analyst

 

Tace Yates has more than 20 years’ experience working as a chartered accountant in Australia and the United Kingdom. Since starting her career with Price Waterhouse in 1996, Tace has acquired extensive audit and accounting experience in a broad range of industry sectors including health care, media, consumer and industrial products, information technology, financial services and sports management, and in the not-for-profit sector.

 

Since joining JNP Advisory in 2012, Tace has applied her considerable technical knowledge and experience to analysing and valuing small- to medium-sized enterprises for a range of purposes including family law and commercial legal proceedings.

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Tace’s experience in transaction advisory, specialist valuation and litigation support matters includes:

  • valuing businesses, intangible assets, intellectual property and professional practices for the purposes of providing advice in relation to succession planning, the acquisition and sale of businesses, commercial litigation, family law disputes, taxation and stamp duty
  • preparing independent expert reports for proceedings in the Supreme Court of New South Wales and the Family Courts of Australia and Western Australia in relation to the valuation of businesses, intangible assets, shares and equity, partnership and minority interests; the interpretation of financial documents including the adequacy of financial records and loss of profits arising from breaches of contract; and economic loss relating to personal injury, employment-related disputes, insurance claims and breaches of contract
  • preparing due diligence reports and detailed financial forecasts
  • providing decision-support analysis, strategic asset divestment / acquisition and succession advice
  • designing and implementing forecasting and USGAAP reporting models.

Tace is a member of Chartered Accountants Australia and New Zealand (CAANZ). She holds a Bachelor of Commerce from Australian National University.

 

Tace is currently a non-executive Director of Northcross Limited.

 

Susan Phillips B.Com

Senior Analyst

 

Starting her career with Ernst & Young in 1990, Susan has worked as a chartered accountant in Australia and the United Kingdom. Susan has extensive audit, accounting and financial management experience in the advertising, media, entertainment and information technology industry sectors and in the local government sector. She holds a Bachelor of Commerce from the University of Newcastle.

 

Susan joined JNP Advisory in 2011.