The Team

Jorge Di Zio

Partner

Business Advisory

Brad Higgs

Partner

Corporate Finance

Darren O'Brien

Partner

Business Advisory

Thomas Thoma

Partner

Business Advisory

Steve Di Leo

Partner

Tax Advisory

Jorge Di Zio

Partner – Business Services

Jorge has been in the profession for the past 20 years and has built a successful practice servicing the needs of small to medium business, high net worth family groups and foreign corporate and local start-up ventures.

Jorge previously led the Sydney business advisory team of a global top 10 accounting firm where he was in charge of five partners and 45 staff. The team provided business and taxation advice as well as specialised tax and corporate compliance services for a diverse range of small business, private wealth and corporate clients.

Experience

 

Jorge has acted on numerous advisory boards and consulting assignments for small and medium business in the areas of restructuring bank finance arrangements, cash flow and working capital management, employee bonus and equity incentive schemes, business performance reporting and strategy development.

He also specialises in assisting high net worth family groups with their wealth creation and preservation objectives. These objectives include structuring of investments to ensure maximum tax efficiency,and to ensure their estate planning and asset protection objectives are achieved. He has advised on many assignments involving the preservation and transferof family and business wealth to successive family generations.

Jorge works closely with many foreign inbound and local companies looking to establish their businesses in Australia by providing advice in the areas of taxation structuring, finance and cash flow management, strategy development and corporate compliance.

 

Sector experience

  • Professional services

  • Family office and high net wealth

  • Inbound foreign subsidiaries and start-ups

  • Manufacturing, wholesale and distribution

  • Property

  • Hospitality and tourism

  • Retail

  • Agriculture

 

Professional qualifications and memberships

  • Masters of Business Administration (MGSM)

  • Chartered Accountant

  • Bachelor of Commerce (UWS)

  • Registered Tax Agent

 

Contact Details

T + 61 2 9268 3300
M +61 423 020 140
E jorge.dizio@titanpartners.com.au

 

Steve Di Leo

Partner – Tax Advisory

Steve is a highly skilled and experienced Tax Partner who provides his clients and the Titan team with up to date, commercially relevant tax advice. Steve’s broad experience across various taxes and numerous sectors make him an ideal advisor to partner with you in your taxation affairs.

 

Experience

Steve has almost twenty years experience in the accounting profession, including over seven years as a Partner. Steve previously ran the Sydney Tax Consulting division of a global top 10 accounting firm where he was in charge of a seven partner, 40 staff tax consulting group which provided tax advice across a broad spectrum of industries and taxes.

More specifically, Steve provides hands on advisory and tax consulting services for publicly listed and large private companies, managed investment schemes and financial services businesses.  He is also involved in providing tax advice on both direct and indirect taxes, as well as taxation advice specifically on business acquisitions, due diligence assignments, employee remuneration and tax consolidations.

Steve has also been involved in significant ATO reviews and audits, as well as both inbound and outbound, cross border tax structuring assignments.

 

Sector experience

  • Private equity

  • Property

  • Funds management / investment

  • Manufacturing, wholesale and distribution

  • Professional services

 

Professional qualifications and memberships

  • Chartered Tax Advisor of The Taxation Institute of Australia

  • Master of Taxation Law (Sydney University)

  • Bachelor of Commerce (Sydney University)

  • Chartered Accountant

  • Registered Tax Agent

 

Contact Details

T + 61 2 9268 3300
M +61 417 294 475
E steve.dileo@titanpartners.com.au

[Download Bio]

 

Darren O'Brien

Partner – Business Services

Darren is a Business Advisory and Tax partner with a unique skill set from working in the accounting profession for the past 25 years. His experience includes six years as a Chief Executive of a global top 10 accounting firm where he led a team of 40 partners and 250 staff.

Prior to being the Chief Executive, Darren was a Partner within the tax advisory business of the firm. The team provided tax consulting services to a range of business and individual clients, working with clients to ensure they take a unique approach in building their net wealth.

 

Experience

Darren has worked with a range of clients from large organisations to individuals. His career has involved a variety of roles from engaging with clients in an adviser capacity to being a leader for small to medium sized businesses. Darren has also worked closely with business owners to provide business strategy and succession planning advice.

Within the personal services space, Darren has worked with individuals to develop sound wealth creation strategies and to provide retirement advice. With his strong tax background, he has advised clients on the most appropriate business and investment structure to meet their needs.

 

Sector Experience

  • Information Technology

  • Property

  • Retail

  • Funds management / investment

  • Manufacturing, wholesale and distribution

  • Professional services

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Professional qualifications and memberships

  • Member of the Taxation Institute of Australia

  • Master of Taxation Law (Sydney University)

  • Bachelor of Business (Accounting)

  • Chartered Accountant

  • Registered Tax Agent

 

Contact Details

T + 61 2 9268 3319
M +61 413 994 160
E darren.obrien@titanpartners.com.au

 

Thomas Thoma

Partner – Business Advisory

Thomas has been in public practice for over 27 years. He is passionate about business and what makes them successful and works with owners and management to meet their value creation and risk management objectives.

Thomas commenced his career with one of the Big 4 Firms before moving to a smaller firm to focus on business advisory. In his last role Thomas was a member of the executive team of a large second tier accounting  firm and  led a team of over 40 staff in addition to his client base.

 

Experience

In his time working in accounting, Thomas has provided a range of advisory services to clients, building innovative business solutions which create impact and increase operational efficiency and profitability.

Thomas is a strong advocate of the shareholder value framework and has facilitated many strategic planning sessions and has presented widely on the topics of value creation and performance management.

He sits on a number of advisory boards and has a wide experience from service industries to construction and development, FMCG , Retail and Manufacturing.

 

Sector Experience

  • Service industries

  • Property Development and Construction

  • Retail and  FMCG

  • Manufacturing

  • Transport

 

 Professional qualifications and memberships

  • Bachelor of Economics

  • Chartered Accountant

  • Fellow, Financial Services Institute of Australasia

​​

 

Contact Details

T + 61 2 9268 3309
M +61 407 484 530
E thomas.thoma@titanpartners.com.au

 

Brad Higgs

Partner –Corporate Finance

Brad has more than twenty years  experience in professional services, including over 12 years as a Partner in corporate advisory. Previously Brad was Divisional Head of the Corporate Finance team of a global top 10 accounting firm, comprising six partners and 26 staff, specialising in mergers and acquisitions advisory, valuations and transaction services.  With experience in advising both publicly listed and privately held companies, Brad has provided valuation services to over 100 entities, including Independent Expert’s reports to shareholders, as well as valuation advice for strategic, investment or taxation purposes.

 

Experience

With experience in advising both publicly listed and privately held companies, Brad has provided valuation services to over 100 entities, including Independent Expert’s reports to shareholders, as well as valuation advice for strategic, investment or taxation purposes. He has been lead advisor to over 40 M&A transactions including sourcing of debt and equity financing and providing comprehensive strategic and valuation analysis. In addition, Brad has provided transaction services to support over 35 transactions including due diligence, financial modelling and feasibility studies. These transactions encompass a broad range of industries forclients based in Australia as well as large multinational organisations.

 

Brad has developed strong relationships with key parties in corporate finance transactions, including banks, private equity firms and legal advisors.

 

Further, Brad has been a key presenter at numerous M&A Seminars for the Australian Institute of Company Directors on a range of topics, including valuation.

 

Sector experience

  • Healthcare – including aged care, nursing services, medical practices

  • Private equity

  • Pharmaceuticals, personal wellbeing andsports apparel

  • Technology, telecommunications and B2B

  • Light manufacturing and chemicals

  • Financial services and banking

  • Fast moving consumer goods

  • Franchising and retail

  • Professional services – including marketing and advertising

 

Professional qualifications and memberships

  • Member of the Financial Services Institute of Australasia (Finsia)

  • Chartered Accountant

  • Bachelor of Commerce (UTS)

 

 

Contact Details

M +61 414 452 181
E brad.higgs@titanpartners.com.au

[Download Bio]

 

 +61 2 9268 3300

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