I help boards and CEOs navigate high-stakes decisions with confidence, turning financial complexity into strategic clarity.

As a Chief Financial Officer with nearly two decades of expertise, I've worked across healthcare, aged care, NDIS, FMCG, mining, and global corporates. I've directly managed budgets exceeding $500M and led financial transformations that unlocked over $50M in savings.

My track record spans mergers, acquisitions, regulatory reform, and turnaround situations. I've secured $12M in government funding and built resilient, compliant organisations positioned for sustainable growth amid emerging regulatory and technological transformation.

Beyond the balance sheet, I translate financial expertise into action. I've authored five Amazon-published books, including Beyond the Numbers, NDIS Financial Management, Survive and Thrive - Cash Flow Strategies that Actually Work, The AI Playbook for the Practical CFO and Aged Care Reform 2025, that turn financial governance and strategy into practical executive playbooks. Through my blog (CFOInsights.blog) and speaking engagements, I share frameworks that bridge governance and growth, sparking industry conversations on resilience and innovation.

At the board level, I serve as Non-Executive Director and advisor, delivering financial governance, risk oversight, and strategic execution that empowers organisations to achieve their most ambitious goals.

What drives my approach:

1. Strategic partnership: I go beyond financial stewardship to unlock opportunity and co-create growth.
2. Clarity in complexity: I deliver actionable insights, even when uncertainty is high.
3. Governance with purpose: I fuse deep sector expertise with strategic leadership for lasting impact.

My focus now: partnering with boards and leadership teams that need transformative financial guidance where governance, growth, and purpose converge to create real value.

Let's connect if your organisation is ready for financial leadership that drives meaningful outcomes.

Steven Taylor

Bajaj Finserv

Deputy manager - Underwriting 

Bank of America

Team Member

IFFCO Tokio General Insurance Co. Ltd.

Emerging Bima Kendra Head

Dipak I Shah

Tax Associate

Assistant Manager

I am a MBA (Finance) Post Graduate from Gujarat Technological University. I am working as a Team Member at Bank of America currently. I have knowledge of various diversified banking operations.

Vaibhav Shah

taplio

The Battle

Steven Taylor

Vaibhav Shah

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