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About Us
Key Role
Applied
Financial Diagnostics provides independent, specialised financial
analytics and services for companies and organisations that can benefit
from financial management of currencies, finances and commodity
exposures in a global context
Core Services:
• Reviews of financial and treasury operations and opportunities • Provision of financial diagnostics to add value • Enhance strategic financial management • Pre-empt opportunities and dangers by providing clear triggers and benchmarks • Contract pricing analysis, especially with respect to foreign exchange • Custom-design in-house seminars to increase financial management skills • Determination of optimal pricing strategies •
Cost mitigation with respect to existing or potential arrangements with
entities, corporations and/or financial institutions •
Identification & valuation of embedded options, contract pricing
clauses and international transfer pricing • Assess the effectiveness of financial strategies, systems & controls. • Specialist advice on financial instruments and markets • Foreign exchange exposure management • Expert witness services, especially foreign exchange and international transfer pricing • Systems design • Financial Due Diligence
AFD’s Goal is to assist individuals and organisations to increase value through a range of financial management techniques
Aim:
To increase corporate profitability by (using the CFO and Treasurer to)
drive the finance function as a major catalyst for profitability in the
company.
This can be done in the following three main areas:
1.
Reviewing current opportunities for immediate, risk-free increase in
returns and decrease in costs, fees and margins (identifying money on
the table)
1.1. By evaluating contracts to identify additional 1.2. Through conducting financial pricing reviews 1.3. By eliminating timing mismatches
2.
Enhancing short and long term profitability by using financial
diagnostics to identify opportunities to add value generated as
markets and prices move(putting more money on the table)
2.1. Analysing funding, facilities & capital management: 2.2 Proactive currency management: 2.3. By undertaking strategic commodity management:
3.
Pre-empting windows of opportunity to ensure opportunities can be
identified and risk management embedded to ensure no surprises, value
added from opportunities & peace of mind for stakeholders
3.1.
Through the provision of ongoing reports and monitoring to ensure CEO
and CFO controls of both opportunity and risk management. 3.3. Providing diagnostics as well as learning & development training.
Dr Richard Allan FAICD
 | Richard
is a financial strategy specialist, assisting companies to identify
value within existing businesses by providing strategic financial
services and analytics.
Richard’s
main experience is in the corporate sector, including eight years with
the third largest corporate in Australia managing capital, currency and
commodity exposures including coal, iron ore, aluminium and oil &
gas, I have had exposure to all major facets of financial operations.
These include roles as Australian Treasurer – Corporate Financial
Management at one of the four major Australian banks, Director
& VP Treasury & Capital Markets for the then world’s largest
bank’s Australasian operations, financial adviser to many federal
government departments including tax, audit and legal and Director
& Associate Professor for postgraduate finance programmes in
Australia and Asia.
| Other
roles include chairman of the one of the four major Australian bank’s
securitisation companies and chief examiner for CPA Australia’s
postgraduate financial management course. Richard
has worked extensively in international markets, including capital
raising, project financing and exposure management for multinationals,
primary producers, manufacturers, project financiers, federal
governments, SMEs and not-for-profits. His
qualifications include a doctorate from the Australian National
University (on the economics of Australian financial markets) and
master’s degrees in economics and finance.
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George Huen
 | George
has benefitted from over 20 years senior treasury management experience
in large multinationals and corporates such as the ABB Group,
Electronic Data Systems Inc (now part of the HP group) and Sydney
Airport accompanied with Asia Pacific experience including India, China
and Japan.
During
his time with ABB, he completed the feasibility study, initiated and
managed a profit centre treasury for over 10 years including running
the front office in Australia and New Zealand. | In
EDS, he was responsible for the Asia Pacific treasury activities
including a US$500 million acquisition in India and the completion of
the initial funding in the Chinese operations. During this time, he was
directly involved in several off balance and structure finance
solutions for customers in Australia and New Zealand.
At
Sydney Airport, he was involved in the diversification of corporate
funding strategies in bank debt and credit wrapped debt to domestic and
international capital markets post GFC, in excess of $2 billion in 2010
and $1 billion in 2011, including liaising with credit rating agencies
and other credit providers. He was also involved in managing the
interest rate strategy.
George is a Fellow of the CPA with a Masters degree in Applied Finance.
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