Bachelor of Commerce, Australian National University
Institute of Chartered Accountants Australia and New Zealand
Graduate Diploma of Applied Finance, Kaplan
Member of the Institute of Chartered Accountants Australia and New Zealand
Katy joined Leadenhall in September 2014 after six years as an adviser at Deloitte in Financial Advisory Services.
During her time at Leadenhall Katy has assisted both small and large clients, providing valuation advice for financial reporting, taxation, transactional and dispute resolution purposes.
Katy has contributed to the preparation and presentation of a number of seminars on valuation theory and practice for legal and accounting professionals.
Independent Expert Reports
Katy has been involved in the preparation of numerous IERs for related party takeover offers, disposals of substantial assets, shareholders acquiring a greater than 20% interest, and voluntary responses to takeover offers, including:
Accounting firms – IERs for two accounting firms for internal transaction purposes
Elk Petroleum - Conversion of convertible notes and placement of shares to related parties
Hunter Hall - IER to be included in target statement in response to proposed takeover offer
Fantastic Holdings - Takeover offer from Steinhoff Asia Pacific
INT Corp / AHAlife – reverse takeover of INT by AHAlife an online
Minrex – Proposed backdoor listing of real estate services company via takeover offer by Hello Real Estate
Pulse Health Limited – proposed takeover offer from Health E Care
S. Kidman – Takeover offer from the consortium led by Hancock Prospecting
Periodic valuation of Etihad Stadium on behalf of an investor
Periodic valuation of Snowy Hydro on behalf of the Federal Government
Periodic valuation of electricity generation asset
Purchase price allocation including valuation of intangible assets and consideration across a broad range of sectors, clients and asset types - clients have included Accent Group, My Net Fone, BMT Tax Depreciation and Xenith IP
Impairment testing and discount rate advice ASX Top 50 clients
Valuation of share based payments in accordance with AASB 2
Katy has prepared valuations for capital gains tax, thin capitalisation, income tax and stamp duty purposes for clients such as BP Australia, Beach Energy, My Net Fone and Adaptra Group.