Executive summary
Charles is a Director in BDO’s Advisory team in Brisbane. With over 20 years’ experience, he advises clients across a range of industries on corporate and debt issues.
His extensive experience has led to boards, financiers, and government engaging him to undertake financial viability assessments, pre-lend reviews, investigating accountant’s engagements, and due diligence reviews.
Expertise
- Developing risk-adjusted capital models
- Three-way forecasting
- Data analytics
- Financial statement analysis
- Developing and analysing cashflow and identifying key business levers and the impact of key contract terms
- Business finance arrangements
- Impacts of a broad range of legislative frameworks (e.g. Personal Property Securities Act 2009)
- Legislative and judicial rulings on solvency and the relevant tests the courts implement in undertaking these assessments
- Developing action-oriented plans to help clients undertake dynamic business change, with a view to promoting growth and profitability
Experience
- Financial assessments of not-for-profit organisations on behalf of a state government, and assessing financial and operational impacts associated with NDIS implementation
- Financial and operational review of COVID-19 impacts for an ASX-listed entity
- Investigative accountant’s and due diligence assignments for global accounting firms and major regional banks
- Pre-lend financial review reports for financiers
- Ongoing financial analysis of multiple national and international specialist invoice financiers, including bi-annual client reviews and pre-lend reviews
- Financial viability assessments and solvency reviews to support litigation-voidable transactions and insolvent trading.
Qualifications and affiliations
- Bachelor of Business (Banking & Finance)
- Master of Business (Accounting)
- Graduate Diploma of Chartered Accounting
- ARITA Graduate Certificate
- Member, CA ANZ
- Member, Turnaround Management Association