me

Director | Principal Consultant

I’m a Chartered Accountant, but I'm really about 'personal connection'. When I connect with my clients on a personal level, magic happens.

My clients are mostly ambitious business owners making $300k to $3million in sales, and personal investors. I give them everything they need to make informed decisions about their business and personal investments.

I use my 25 years of experience in accounting, tax and financial planning to help them develop sound strategies to make money from business and build wealth by investing wisely.

The three main things my clients really appreciate about me are:

  1. My strong personal connection with them – they’re not just another number.
  2. My accessibility when they need guidance and input with financial decision making.
  3. My strong business and personal investment focus – I’m not a form filling accountant.

I want to leave my clients feeling educated, confident and excited about growing their business to benefit their Family, Investment & Legacy.

When I’m not having strategy sessions with my clients, I enjoy friendship and connection with the local community via the Camberwell Rotary Club. My wife and I cherish the precious time with our two young children.

I have a Masters in Financial Management and a Diploma in Financial Planning. I’m a Fellow – Financial Services Institute of Australasia and Chartered Accountant.

Sasi Santharajah - MA, CA, F Fin

Masters in Financial Management | Fellow – Financial Services Institute of Australasia | Chartered Accountant

Skills
  • Tax Advisory
  • Tax Returns
  • Financial Analysis
  • Accounting
  • Strategic Financial Planning
  • Financial Modelling
  • Cash Flow Management
  • SMSF (Self Managed Super Fund)
  • Guitar
  • Swimming
Education
  • FINSIA
    2000 – 2003
    Graduate Diploma, Applied Finance and Investment
  • University of Technology - Sydney
    1997 – 1998
    Graduate Conversion Course in Accounting
  • Kingston University - London
    1995 – 1996
    Masters Degree
  • Institute of Chartered Accountants in England and Wales
    1990 – 1994
    CA Programme
  • Middlesex University - London
    1989 – 1990
    Accountancy Foundation Course
Work Experience
  • Proactive Accounting Group Pty Ltd
    February 2009 - PRESENT
    Director | Principal Consultant

    Sasi is the Director and the Principal Consultant of Proactive Accounting Group Pty Ltd (“Proactive Accounting”). Proactive Accounting, which started as a one-man business in a ‘garage’, has flourished to become a well established accounting practice in Camberwell (Melbourne), with more than 10 full time and part time employees. We might be small but we pack quite a punch when it comes to the quality we offer. Our wide range of services provides integrated accounting, tax and business solutions to small businesses and individuals. We aim to be a one stop shop for all of your finance and business needs.

    The services we provide for individuals and business owners include:
    • Tax planning and Tax Returns
    • New Business Setup – Company & Trust set up
    • Bookkeeping / BAS Returns / Payroll
    • Accounting for Property & Funds Management
    • Financial Performance Analysis
    • Self Managed Super Fund (SMSF) Services
  • Drapac
    January 2008 – February 2010
    Funds Analyst
    Responsible for the development, updating and maintenance of all Funds related financial information including modelling, feasibility, unit pricing and management reporting.
    • Provided strategic advice and guidance on accounting and taxation related maters in respect of establishing managed investment schemes
    • Worked with the Accounting team to ensure that all accounting for Drapac's managed investment schemes was up to date
  • Macarthurcook
    July 2006 – January 2008
    Finance Manager
    Management of the MacarthurCook group Finance function with the responsibility for:
    • Deliver monthly management and board financial reporting package
    • Monitor MCK group and related funds liquidity requirements including short term debt repayment, interest & swap interest payments, dividend payments, capital expenditure and property settlements
    • Deliver statutory financial statements and reports as required under the Corporations Act and ASX Listing Rules (if applicable)
    • Deliver tax distribution statements to fund unit holders
    • Review daily unit pricing for the unlisted funds including the review of unit pricing methodology
    • Participate in new business development initiatives including property acquisition, launch of domestic and overseas funds and raising of capital in overseas markets
  • AMP Capital Investors
    December 2003 – June 2006
    Manager - Analysis & Finance

    Responsible for overseeing the financial operations of the Southern region property portfolio and supervising a small team. Portfolio consisted of $1.1 billion of Office, $90 million of Industrial and $75 million of Retail properties.

    Managed the property valuation process for a portfolio of properties which included six properties with a total value of $730 million.

    Key achievements:
    • Team Management
    • Team Leadership
  • AMP Henderson Global Investors
    November 2000 – November 2003
    Senior Property Accountant
    Primarily responsible for overseeing the financial operations of two listed property trusts:
    • AMP Shopping Centre Trust (ART) -a top 100 ASX listed entity with gross assets of $1.8 billion.
    • AMP Diversified Property Trust (ADP) -a top 100 ASX listed entity with gross assets of $1.8 billion and a group structure having 11 sub-trusts and 35 properties in Australia and New Zealand.

    Managed a team of 5 accountants and external managing agent contacts.

  • Australian Tourist Commission
    September 1997 – October 2000
    Financial Accountant

    Australian Tourist Commission (ATC) was the statutory authority with the prime task of marketing Australia internationally as a tourist destination. It marketed Australia to consumers and the travel industry in more than 30 countries around the world, from a Head Office in Sydney and 8 overseas offices.

    Managed financial accounting section of the organisation's head office.

    • Project Management / Systems
    • Operational Performance Review
    • Team Management
  • Nagle James & Co, Chartered Accountants
    August 1994 – June 1997
    Finance Manager

    - Managed offshore fund management branch located in 'Isle of Man'.
    - Managed budgets and supervised staff.
    - Advised clients on financial systems and internal controls.
    - Advised clients on financial planning, corporation tax planning, dividend policies and financial alternatives.

    Key achievements:
    • Operational Performance Review
    • Improved investment performance reporting, by co-ordinating the information flow and creating spreadsheet reporting model to account for foreign currency transactions
    • Reviewed the operations of the branch and implemented changes to reduce overhead costs
  • Jolly & Co, Chartered Accountants
    June 1990 – July 1994
    Audit Senior

    - Gained hands on experience in every aspect of statutory accounts preparation for small to medium limited companies.
    - Managed budgets and supervised staff.
    - Planned and co-ordinated limited company audits.
    - Gained experience in personal and corporate tax computations
    - Represented clients in customs office and Inland Revenue audits

    Key achievements:
    • Operational Performance Review
    • Developed spreadsheet workings to automate manual accounting work
    • Improved the efficiency and accuracy of accounting and audit work
Employment Timeline (Last 15 years only)
  • Proactive Accounting Group
  • Drapac
  • Macarthurcook
  • AMP Capital Investors
  • AMP Henderson
  • 2002
  • 2004
  • 2006
  • 2008
  • 2010
  • 2012
  • 2014
Interests
  • Current affairs
  • Pilates
  • Rotary Club of Camberwell
Contact