About Sergio Lopes

I am a qualified CA finance professional with over 20 years experience and I work closely with ultra high net wealth families and provide full family office ser...

Sergio Lopes's Work History
Company

Managing Director

Spitfire Family Office
Oct 2019 - Present
Spitfire Family Office is a private multi-family office group, which works exclusively with ultra-high net wealth families. We offer a dedicated, full service, and proactive approach to managing family wealth, management and succession. spitfirefo.com
Company

Chief Operating Officer

Fiftyone Capital
Jan 2019 - Jun 2021
The Progressive Global Fund is a multi-strategy equity fund, investing in large and small cap companies listed on developed global markets. The Fund aims to diversify the portfolio evenly across three distinct strategies: fundamental investments; catalyst driven opportunities; and domestic high growth investments. We've developed a new concept in our activism approach towards corporate activity, that rewards investors and shares wealth with asymmetric returns.
Company

Chief Financial Officer

Fiftyone Capital
Jan 2019 - Jun 2021
No description available.
Company

Financial Controller

Cranecorp
Nov 2016 - Jan 2018
Contract Financial Controller for CraneCorp Australia Pty Ltd - the leading service-orientated crane hire company, with locations throughout Western Australia. Established in 1994, CraneCorp Australia Pty Ltd is a highly competent and customer focused organisation. Our company is committed to providing the best equipment, service, and technically advanced lifting solutions to the region’s prominent mining and processing companies. These companies include BHPB Nickel West, Kalgoorlie Consolidated Gold Mines, Gold Fields, Norton Gold Fields, Glencore, AngloGold Ashanti, and Leighton Contractors, to name a few. With our team of professional operators and riggers, we have all the skills and experience required to competently execute large and technically challenging projects. The core of CraneCorp Australia Pty Ltd is to provide safe, professional, and industry leading contract crane and lifting services to all clients.
Company

Senior Client Manager

The Myer Family
Aug 2013 - Jul 2016
The Myer Family Company is a diversified investment and financial services business. It manages and administers investment portfolios and funds, and advises clients across investment, taxation, accounting, family governance, generational succession, estate planning and philanthropy. As one of a small number of licenced traditional trustee companies, the Myer Family Company is also able to take care of the affairs of its clients in the capacity of trustee. Clients include families, individuals, corporations, foundations and charities. With more than 2 billion under management and advice and 5 billion under administration, we are well-placed to serve the wealth management needs of families, individuals, foundations, charities and institutions.
Company

Managing Director

Odyssey Business Knowledge
May 2013 - Oct 2019
All your financial matters – we make it simple. Focus on growing your business & wealth, leave the financial hassles to us. We work with clients to understand where they are now, help develop their goals for the future and we ensure our personalised service adds value to all your financial choices. We are the experts in full service bookkeeping, internal accounting function, tax, family office administration and wealth planning services. We are a private CFO for your family - we manage all your financial matters, focused on your family, offering a coordinated approach where we help you grow, protect, preserve and enjoy your wealth.
Company

Senior Client Manager/Associate

Brentnalls Wa
Jul 2007 - Jul 2013
I was acting as an external/project CFO and finance manager for SME businesses (20m to 120m), specialising in fast growing businesses (and the challenges associated with growth). I have worked with and consulted for businesses servicing the mining sector (varied mining support services), construction, civil contracting, engineering, recruitment, heavy machinery hire, transport, mechanical services and professional services. I specialise in - Financial management (financial reporting, detailed forecasting, cash flow preparation & analysis, profit/business improvement, job costing, month-end processes & systems, KPI’s, GP analysis, product mix analysis and business acquisitions & due diligence) - Strategy development - including implementation of strategic actions - Strong taxation background and experience in leading teams Business Improvement: Prepare & co-ordinate quarterly business reviews for clients including: - preparation & analysis of management accounts & quarterly rolling forecasts - attendance at meetings with shareholders/management to review performance & determine strategies for improvement & business growth Strategy development & implementation – facilitation of planning days, SWOT, sustainable competitive advantage and identifying key 90 day actions Accounting & Taxation Review financial statements & income tax returns prepared by accountants Prepare financial statements & income tax returns for various SME clients, including all indirect tax obligations (GST, FBT, payroll tax & stamp duty liabilities) Attend to tax planning requirements for clients, including advice on tax reduction strategies & forecasting of tax payments and PAYG instalments Review & analyse potential acquisition targets for clients, including detailed business valuations & acquisition due diligence experience
Company

Manager/Associate

Wellington Partners
Jan 2001 - Jul 2007
Preparation of financial statements, taxation returns, BAS, cash flows and business valuations for all entity types (Individual, Partnerships, Trusts, Companies, Self-Managed Superannuation Funds) Prepare financial plans and implement investment strategies to suit requirements - review clients superannuation and recommendations as necessary Authorised Representative of Professional Investment Services from November 2005 to June 2011. I was authorised to give financial advice on investments, shares, superannuation, securities and managed investments. Supervision and training of graduate accountants - review work and assess quality/progress Manage workflow, workload and lodgement program for entire practice along with implementing workflow procedures Liaise with clients, ATO and ASIC to complete work
Company

Graduate Accountant

Jgc Accounting And Financial Services
Jan 2000 - Jan 2001
Preparation of financial statements and taxation returns for all entity types to trial balance stage Work reviewed by Manager or Partner
Sergio Lopes's Current Work Details
Sergio Lopes's Location
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Sergio Lopes's Expertise
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I am a qualified CA finance professional with over 20 years experience and I work closely with ultra high net wealth families and provide full family office services for private families. I specialise in: - Family office services - managing all financial matters (accounting, tax, compliance & administration), assisting clients to grow and protect their wealth, client corporate structures, family governance, generational wealth succession and estate planning - Private wealth management - including investment advice, investment policy, portfolio administration as well as working with private foundations and charities Working with businesses: - Financial management (financial reporting, detailed forecasting, cash flow preparation & analysis, profit/business improvement, job costing, month-end processes & systems, KPI’s, GP analysis, product mix analysis and business acquisitions & due diligence) - Strategy development - including implementation of strategic actions - Strong accounting & taxation background - Experience in leading teams
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CFO | Managing Director | UHNW Advisor | Family Office
Sergio Lopes's Current Industry
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Spitfire Family Office
Sergio Lopes's Prior Industry
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Jgc Accounting And Financial Services | Wellington Partners | Brentnalls Wa | Odyssey Business Knowledge | The Myer Family | Cranecorp | Fiftyone Capital | Spitfire Family Office
Sergio Lopes's Education
Education

CPA Australia Program

CPA Australia Program Cpa Program
Education

Curtin University of Technology, Perth

Curtin University of Technology, Perth Bachelor Of Commerce (B.Com.) , Accounting And Sports Administration
Education

Chartered Accountants Australia and New Zealand

Chartered Accountants Australia and New Zealand Certificate Of Public Practice

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