I have worked in the accounting and corporate finance professions for over 25 years and have extensive experience in corporate and business advisory, private client services, wealth management and tax consulting.I specialise in providing accounting, taxation, business advisory, estate and intergenerational planning and succession planning services to my clients. I work closely with emerging mid-market companies through their growth stages, assisting with their business strategies and advising on capital and debt funding solutions. Key expertise includes:• Business advisory services• Corporate advisory services• Estate planning and management• Business succession planning• Family Office services• Tax ConsultingIndustry Specialisations:• Property• Financial Services• Retail and Franchising• Manufacturing• Health and Wellness• Information Technology• Tourism• AgricultureQualifications:• Bachelor of Commerce (Melb Uni)• Chartered Accountant (ICAA)• Graduate Diploma of Financial Planning (FINSIA)Professional Associations:• Member – Institute of Chartered Accountants• Fellow - Financial Services Institute of Australasia• Chartered Tax Adviser - Tax Institute of AustraliaSpecialties: Private Client ServicesUltra High Net Worth Family GroupsBusiness Advisory Services to SME marketFamily Office ServicesEmail:
Listed skills include Mergers And Acquisitions, Tax, Corporate Finance, Due Diligence, and 21 others.