Ronnie Calligeros joins HLB Mann Judd Robina within the assurance & advisory team. Mr Calligeros joins from KPMG where he was based in Australia for 10 years and prior to that, Cayman Islands for four years. He brings with him more than 19 years of experience providing advisory, accounting, and assurance services, with experience spanning numerous ASX-listed companies and other public entities, large and small private companies, family businesses, start-ups, not-for-profit organisations, managed investment schemes, and government entities.

Lindzi Caputo has been promoted to partner at HLB Mann Judd Sydney in the wealth management division. Ms Caputo joined HLB Mann Judd in 2009 as a graduate in superannuation services and became a director in 2022. She works with a wide range of private clients to build and protect their wealth, covering wealth accumulation, superannuation, retirement planning and investment advice. She is a member of the Financial Advice Association Australia as well as Chartered Accountants Australia and New Zealand.

Also in Sydney, Marcus Polovineo has been promoted to partner in the tax consulting team. Mr Polovineo joined HLB Mann Judd in 2011 and is an experienced taxation practitioner, specialising in corporate tax compliance & consulting. In 2019, he was a winner of the Specialist Consultant award at the Accountant’s Daily ‘30 under 30’ awards. Mr Polovineo is a member of Chartered Accountants Australia and New Zealand.

Simon Thorp has joined HLB Mann Judd in Sydney as senior partner in the tax consulting team. Mr Thorp joins from KPMG, where he worked since 2000 in the tax division before becoming partner in 2013. Mr Thorp’s expertise spans tax advisory, international tax, and M&A, and he also provides IPO advisory, assistance with capital management and comprehensive tax compliance services.

HLB Mann Judd Australasian Association chair, Tony Fittler, said: “Appointing four new partners marks a significant milestone in the Association’s growth journey. The accounting profession has been evolving over the last few years, and we remain firmly focused on what matters most, our people and our clients.”

There are also six director appointments in HLB Mann Judd firms, strengthening the wealth management, assurance and advisory, tax advisory services, and corporate and audit services practices.

In Sydney, Emma Hicks, Katie Bruce and Lachlan Bell have been promoted to director.

Emma Hicks joined HLB Mann Judd in 2009 as a financial adviser. She works with a wide range of private clients across investment advice and structuring, wealth creation, superannuation, and retirement planning. Ms Hicks has a Bachelor of Business, accounting and human resources management, and an advanced diploma of financial planning from Kaplan.

Katie Bruce is part of the assurance & advisory division. She has been with HLB Mann Judd since 2020 when she joined as an audit supervisor. Prior to that, Ms Bruce was based in the US. She has a Bachelor of Science in accounting from the California State University, and a Master of Science in accounting,

Lachlan Bell is a member of the assurance & advisory division, specialising in freight forwarding, managed funds and property management. As an audit director he brings extensive experience and expertise in financial audits and ensuring compliance with regulatory standards. Mr Bell is a member of Chartered Accountants Australia and New Zealand.

In Perth, Dylan Sheard, Brendan Bate and Don Tyrie have been promoted to director.

Dylan Sheard is part of the corporate & audit services team based in Perth. Mr Sheard has been with HLB Mann Judd since 2009, working on government organisations, listed clients and large private companies, including Pilbara Ports Authority, Southern Ports Authority, Poseidon Nickel and Sadleirs Transport Company. He is a member of the Chartered Accountants Australia and New Zealand.

Brendan Bate is a member of the wealth management team in Perth, bringing over 20 years’ experience in the accounting and financial services industries. Mr Bate joined HLB Mann Judd in 2023 with varied background across technically challenging and dynamic roles in large organisations, to advising families at a boutique financial planning firm. He has a graduate diploma in financial planning and is a member of Chartered Accountants Australia and New Zealand.

Don Tyrie is a member of the tax advisory services team in Perth and has been with HLB Mann Judd since 2018. Mr Tyrie works in corporate and international taxation, specialising in taxation for mining and resources companies, including mining services. He is a Chartered Tax Adviser, and a member of the Chartered Accountants Australia and New Zealand.

Retiring this year is Kevin Franey, a partner in the assurance & advisory team in Robina. Mr Franey has been a partner at HLB Mann Judd for almost 40 years and has delivered valuable insights and audit expertise to clients across financial institutions, large corporates, higher education, cooperatives, health & community services and not for profit entities.

“After 35 remarkable years with HLB, Kevin leaves behind an extraordinary legacy of leadership, integrity and dedication. He has been a genuine pleasure to work with and we will all miss him. His contribution has shaped not only our organisation, but also the careers and lives of so many colleagues and clients. We thank Kevin for his service and wish him the best in his retirement,” said Mr Fittler.

Mr Franey says: “I have thoroughly enjoyed my professional career spanning over 35 years, working and interacting with so many wonderful clients and other people who have helped shape me professionally as a person. I would like to thank the great people at HLB Mann Judd who have provided great assistance and leadership. A very special mention goes to all of the amazing Partners and Staff in our team at HLB Mann Judd Gold Coast & Northern Rivers and TNR. They are dedicated, caring and highly professional people who are beside you through thick and thin.”

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The appointments are within the network’s taxation, audit, business services and corporate advisory divisions and, according to association chair Tony Fittler, reflect the depth of HLB Mann Judd which allows for promotion from within the association.

“Our new appointments have all been with the HLB network of firms for some time and while attracting quality staff in this market can be a challenge, retaining them is another. These promotions recognise the value of the knowledge and expertise that our people have developed.

“Staff are the backbone of professional service firms, and we do our utmost to acknowledge skills and expertise, as well as commitment.

“The network congratulates each of the eleven appointed to their new roles, and looks forward to the important contribution they will continue to make to their respective firms,” he said.

The new appointments are:

• Kapil Kukreja has been appointed as a partner to the Melbourne firm. He has over 14 years of experience in providing professional advisory services including internal audit, risk management, fraud investigations, Sarbanes-Oxley Section 404 compliance, cyber security, probity, and process mapping and improvement projects. Mr Kukreja holds a Master of Business (Finance and Accounting), a post graduate diploma in Professional Accounting and a Bachelor of Commerce (Honours). He is also a certified internal auditor (CIA), six sigma green belt, and is a member of the Institute of Internal Auditors – Australia.
• Donna Emsies has been promoted to director within the Sydney firm’s tax consulting division, specialising in corporate and international tax. Ms Emsies has over 15 years’ experience in tax advisory, tax compliance and tax disputes, working with multinationals and large Australian corporations as well as private companies, family offices and high wealth individuals. She holds a Bachelor of Economics from the University of New South Wales, and has professional qualifications from the Tax Institute of Australia and Chartered Accountants Australia and New Zealand.
• Hardik Shukla has been appointed to director in the audit and corporate advisory division in the Sydney firm. He has over 14 years’ experience in audit and assurance, and his expertise lies particularly in audit and financial reporting services for large private businesses, not for profits and companies listed on the Australian Securities Exchange. Mr Shukla holds a Bachelor of Commerce (Accounting), a Master of Business Administrations (Professional Accounting) and is a member of Chartered Accountants Australia and New Zealand.
• Victor Babin has been appointed to director of audit and assurance in Sydney. Mr Babin specialises in auditing complex international groups with high volume transactions including using data analytics in the auditing process. He holds a master’s degree in Finance and Audit, is a French chartered accountant and is a member of the French-Australian Chamber of Commerce & Industry (FACCI).
• Helena Yuan has been appointed to director of tax consulting in Sydney. With over 20 years’ experience in the business services and taxation areas, Ms Yuan works with clients from a wide range of industries including retail, professional services, manufacturing, property development and the not-for-profit sector. She holds a Bachelor of Commerce from the University of New South Wales and is a member of Chartered Accountants Australia and New Zealand.
• The Sydney firm has also appointed Warrick Oakes to director for the corporate advisory division, specialising in mergers and acquisitions. Mr Oakes has over a decade of experience providing advisory and assurance services across a diversified range of entities and industries. He holds a Bachelor of Arts (Hons) from Loughborough University in the UK, a Graduate Diploma Chartered Accounting and is a member of Chartered Accountants Australia and New Zealand.
• Heather Leffler has been appointed to director of the audit, assurance, and corporate advisory division in Sydney. Ms Leffler has more than 9 years’ experience specifically relating to audit and assurance services, both locally and in the UK. She holds a Master of Arts in Accounting and Finance and is a member of the institute of chartered accountants of Scotland.
• Marcus Polovineo has been appointed to director, tax consulting in Sydney. He is an experience taxation practitioner and has established extensive tax and commercial knowledge, priding himself in taking a practical, client-based approach to all tasks. Mr Polovineo holds a Bachelor of Business, is an affiliate of the Tax Institute of Australia and is a member of Chartered Accountants Australia and New Zealand.
• Laura Kemueli has been appointed director in the Fijian firm’s audit practice. Ms Kemueli has over 15 years’ professional experience in audit and assurance and business advisory services, having commenced her career in audit for US state and local governments. She holds a Bachelor of Business Administration from the University of Hawaii.
• The Fijian firm has also appointed Atnesh Prasad to director of taxation. Mr Prasad has more than 10 years’ experience in accounting, business advisory and taxation service. He holds a Bachelor of Commerce in Accounting and is a Chartered Accountant with the Fiji Institute of Accountants.
• Sanjay Ram Saxsena has been appointed to director within Fiji’s Business Services division. Mr Saxsena has been with the firm for 16 years, and advises small to large corporate clients on various aspects of accountancy and financial services. He holds a Bachelor of Arts in Accounting and Financial Management and Information Systems, and is also member to Fiji’s Institute of Accountants.

Earlier this year, HLB Mann Judd was named Best Accounting & Consulting Services Firm ($50-$200 million revenue) at the annual Client Choice Awards. It is the eighth time the firm has won the category, and the third consecutive year of winning the award.

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