Joe Zhao

Tax Manager - Partner

Joe joined our business in February 2011, where he has built a strong reputation for his highly methodical and systemic mathematical approach to working with his clients.

 

Joe is one of the sharpest minds when it comes to mathematical modelling, bringing to the table a strong education in Applied Mathematics and Master of Applied Commerce studied in China and Melbourne respectively.

His skills are highly valued by our clients, particularly family offices, where he helps take care of all aspects of their investments. He is particularly passionate about accounting compliance, tax compliance and minimisation, management reporting and performance analysis, budget preparation, and investment analysis.

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Highlights in his career include assisting and guiding RateMyAgent to grow from a start-up, in particular preparing its projections to raise capital. He has also worked extensively with Catch Group alongside KPMG, PwC, Halperin & Co. and other consulting firms to assist with accounting and tax issues across a range of their businesses including selling Eatnow/Menulog, merging with Luxury Escapes and selling to Wesfarmers.

 

“I’ve always been interested in collecting and analysing numbers and data, with a strong eye for detail and reporting.”

 

Qualifications

  • Bachelor of Science (Mathematics and Applied Mathematics) - Xiamen University

  • Master of Applied Commerce (Accounting) – University of Melbourne

  • Member of Certified Practising Accountant (CPA)