APREA Leaders’ Luncheon

Lisa Cusano is a Managing Director with Alvarez & Marsal in Melbourne. She brings 17 years of experience in providing tax consulting and tax compliance services to businesses in the corporate and financial services industry. Her primary areas of specilialistion include tax advisory and tax compliance services in relation to trusts (MITs and AMITs), banks, mutual banks, credit unions, non bank lenders, ETFs and LICs. As well as the application and reporting of operational taxes and obligations including withholding taxes. Lisa has worked with clients across the financial services industry, specialising in banking and wealth and asset management.

Prior to joining A&M, Lisa spent 17 years with EY, where she most recently served as a Partner in the Financial Services practice. Lisa specialised in providing tax services to clients in the banking and capital markets and wealth and asset management sectors. Lisa led the wealth and asset management tax practice in Melbourne. Lisa gained experience in managing and leading large projects across multiple disciplines during her time at EY, with a strong focus on assurance over controls framework and compliance with ATO governance.

Ms Lisa Cusano earned a bachelor’s degree in Commerce from the University of South Australia. Lisa is a Chartered Accountant and holds a Certificate of Public Practice with Chartered Accountants Australia and New Zealand. Lisa is a Council Member of the Cairnmillar Institute, one of Australia’s leading centres for psychology and counselling services and an industry leader in psychology education and training.

Value Proposition

• Kate has extensive knowledge of the industry, the CBD market and key potential options drawing on her time working at JLL and Charter Hall.
• She has recently returned to JLL after working for 2 years in a national role on office leadership team at Charter Hall. In this role, she worked with Top Corporate Occupiers on growth/retention, Investor Presentations, strategic oversight of major national leasing activity which has provided her with in-depth knowledge into landlord decision making behaviours.
• She has a strong understanding of Landlord motivations and drivers which she will leverage to maximise final transaction outcomes for clients.

Biography & Qualifications

• Kate has over 18 years' experience across the national and international office markets including Adelaide and Melbourne.
• She has a Bachelor’s degree from Masters of Business (RMIT) - Property Valuation

Wissam is a corporate M&A partner with a specialist focus on the real estate industry, acting for both domestic and international clients. In particular, the establishment of incorporated and unincorporated joint ventures, consortia, capital partnerships and wholesale funds with a real asset focused investment mandate as well as on the acquisition, disposal and restructuring of real assets.