We have a unique skill base within the assembled team and are able to offer this as a significant point of difference from our competitors.
Our partners are recognised as Business Valuation Specialists with CA ANZ
Our People
Victoria Wheeler
Director
Victoria Wheeler is a Chartered Accountant member of Chartered Accountants Australia & New Zealand (CA ANZ) and recognised as both a Business Valuation Specialist and Forensic Accounting Specialist.
Victoria has over 19 years’ experience in the areas of accounting, business services and taxation. Since 2015, she has forayed into forensic accounting and business valuation matters. She has extensive experience in the preparation expert witness reports for family law matters, shareholder disputes, corporate restructures, adversarial matters, loss of profits reports due to business disruptions, as well as economic loss reports due to injury and mesothelioma. She has also participated in conferences with the parties’ legal representatives to assist and clarify matters of valuation.
She has appeared as an expert witness in the Federal Circuit Court of Australia, and County Court of Victoria.
YEARS EXPERIENCE
QUALIFICATIONS:
CA Business Valuation Specialist
CA Forensic Accounting Specialist
Graduate Diploma of Applied Finance
Graduate Diploma of Chartered Accounting
Bachelor of Business (BBus) – Victoria University
MEMBERSHIPS:
Chartered Accountants Australia & New Zealand (CAANZ)
“Two eyes. That’s the best amount of eyes.” - The IT Crowd
Russell Munday
Forensic Accounting Consultant
Russell has been a chartered accountant in public practice for over 35 years and specialises in the area of forensic accounting and corporate finance. He has been involved in the preparation of over 1200 valuation reports and has given evidence as an expert witness in a number of jurisdictions including the Family, County, Supreme and Federal Courts.
CA ANZ have nominated Russell to make independent expert determinations on a number of assignments. Russell is also well experienced in matters involving professional negligence, financial investigations and quantification of damages. He has presented on the subject of “Business Valuations” on numerous occasions such as at the CPA Australia’s Congress, for Legal & Accounting Management Seminars Pty Ltd and at the Leo Cussen Institute.
He was the founding chair of the Melbourne branch of the Forensic Accounting Special Interest Group of the Institute of Chartered Accountants in Australia and is a member of the Business Valuation Special Interest Group. He chaired the Institute of Chartered Accountant’s Forensic Accounting Discussion Group in Melbourne between 1998 and 2003.
YEARS EXPERIENCE
QUALIFICATIONS:
Former CA Business Valuation Specialist
Former CA Forensic Accounting Specialist
Graduate Diploma of Chartered Accounting
Bachelor of Commerce - University of Melbourne
Graduate Diploma in Finance & Investment - Securities Institute of Australia
Memberships:
Chartered Accountants Australia & New Zealand (CAANZ)
“He’s not a Messiah. He’s a very naughty boy.” - Monty Python’s Life of Brian
Joshua Wheeler
Director
Joshua has experience in business services and taxation, as well as in commerce.
He started his accounting career in a Chartered Accounting Firm in Sydney where both Partners had branched out from one of the larger Mid-Tier firms and started their own business. This granted Joshua the benefit of having small firm hands on exposure to Mid-Tier clients and a strong foundation in Tax and Business Services.
Joshua made the move from Sydney to Melbourne in 2014 and leveraged his experience to move his career into commerce. From there Joshua quickly climbed the ranks, landing himself a role at a Global 500 company.
Joshua joined Munday Wilkinson in 2019 after deciding to use his knowledge and experience to return to his passion of Public Practice and has specialised in Forensic Accounting since, undertaking forensic investigations and preparing reports for the quantification of economic loss.
He has been certified by CA ANZ as a CA Business Valuation Specialist, and has prepared valuation reports for businesses in a variety of industries for family law, commercial litigation, shareholder disputes, tax restructuring, and sales and acquisitions. He has prepared reports for numerous jurisdictions including and prepared expert reports for matters in various jurisdictions including the Supreme Court of Victoria, Supreme Court of New South Wales, Federal Circuit and Family Court of Australia, County Court of Victoria, and the Victorian Civil and Administrative Tribunal.
Joshua was a presenter at the inaugural SV Partners Accounting Forum and regularly presents to law firms on Business Valuations for Family Law matters.
YEARS EXPERIENCE
QUALIFICATIONS:
CA Business Valuation Specialist
CA ANZ Business Valuation Specialisation (via Macquarie University)
Graduate Diploma of Chartered Accounting
Bachelor of Commerce (Accounting) - University of Wollongong
Memberships
Chartered Accountants Australia & New Zealand (CAANZ)
“It's too damn hot for a penguin to just be walking around here.” - Billy Madison