We are a customer-focused provider of
Company Secretarial, Financial Management and Bookkeeping services
to ASX-listed businesses.
Services
Financial and Administrative Services
- Maintenance of accounting records / bookkeeping
- Responsibility for statutory financial reporting
- Liaison with company auditors
- Preparation of annual budgets and rolling forecasts
- Preparation of management financial reports
- Liaison with tax advisers and the ATO
- Treasury management
- Implementation of accounting systems, internal controls and policies and procedures
- Introductions to and liaison with insurers and bankers
CFO / Company Secretarial Services
- Outsourced CFO services
- Company secretarial appointments
- Non Executive Director roles
- Board meeting requirements and ongoing
support to the Board of Directors - ASX / ASIC requirements
- Maintenance of statutory records
- Corporate governance policies and procedures
- Investor relations
- Private Equity relations
Transactional Services
- Assistance with mergers and acquisitions, RTO’s, IPO’s and fundraisings
- Preparation and lodgement of disclosure documents
- Assistance with planning and due diligence processes
- Liaising with lawyers, accountants and independent experts for efficient transaction completion
- Insurance and Risk Management (including hedging)
- Debt Transactions
- Offtake Negotiation experience
- Structure advice
Aaron Bertolatti
Director
(BCom CA AGIA)
Aaron is a qualified Chartered Accountant and Company Secretary with over 15 years’ experience in the mining industry and accounting profession. He has both local and international experience and provides assistance to a number of resource and information technology companies with financial accounting and stock exchange compliance.
Aaron has significant experience in the administration of ASX listed companies, corporate governance and corporate finance.
Aaron’s main areas of expertise include:
- Provision of outsourced CFO and Company Secretarial services;
- Financial accounting to ensure integrity in financial records and reports;
- Corporate compliance and application of ASX listing rules and the Corporations Act;
- Implementation of accounting systems, internal controls and policies and procedures;
- Implementation of board reporting packages;
- Corporate Governance policies and procedures;
- Commercial contracts and negotiations; and
- Forecasting and cash flow management.
Our People
Contact Us
Address
Level 1, 35 Richardson Street
West Perth WA 6005
Australia
