Key Staff

Jim McDonald

FCPA FAIA FIPA DBS - Principal 

 

Jim has thirty years’ experience in financial analysis and business risk assessment in Europe and Australia. His core expertise is in business risk assessment, investigative accounting, financial modelling and valuation.

 

Jim has provided professional development training for accountants regarding interpretation of International Financial Accounting Standards IFRS, in particular the valuation of assets or “impairment”. He also regularly provides a seminar entitled “Defensible Business Valuation” to both accounting and legal professional groups.

 

Jim is a Fellow of CPA Australia and a Fellow of the Association of International Accountants. He is a Fellow of the Institute of Public Accountants and a Member of the Financial Services Accountants Association.

 

Jim is a member of the APESB (Australian Professional & Ethical Standards Board) - APES GN 20 Valuation Services Taskforce. He is a member of CPA Australia ‘Insurance & PSL Council Scheme Advisory Committee”. He has completed a learning manual for CPA Australia entitled “Business Valuation Regulation & Compliance’.

 

Jim is also a Member of the CPA Forensic Discussion Group and the CPA Australia Business Valuation Discussion Group.

 

 

 

 

Crystal Nguyen

B.Acc, B.B.A – Analyst

 

Crystal is a financial modelling analyst for Surety Valuation.

 

Prior to joining Surety Valuation in February 2017, Crystal had over a decade of advanced financial modelling experience having  worked with national and international corporates in several industries including Finance, Transport, Retail and Education in both Vietnam and Australia.

 

Her role with Surety, not only involves building complex financial models (including dashboards, key performance indicators, bank covenant testing, scenario analysis, 3-way forecasting), but also developing training manuals and providing client training at board room level.

 

Believing in our Surety which means “integrity in practice”, Crystal collaborates with Jim McDonald to bring the best quality financial models and valuation reports to our clients as well as makes sure our standards are complied with.

 

Crystal holds a Bachelor of Accounting and a Bachelor of Business Administration.