Granite Financial Services is an advisory business focused on privately owned businesses, their owners and their families. We help clients understand, prioritise and manage business, financial and family objectives. Recognising that many client objectives are inter-related, we develop integrated solutions collaboratively with our clients and their advisers, and where necessary, bring our network of like-minded professionals to the table. With our broad commercial and financial background, we able to project manage the development and implementation of solutions to deliver our clients desired outcome.Key capabilities include family business advising, business succession planning, estate planning, business development and growth strategies, strategy development implementation & coaching, corporate advisory (acquisitions and disposals), investment management, risk insurance, retirement planning, superannuation, SMSFs and structuring for capital efficiency, asset protection, tax efficiency and the inter-generational transfer of wealth and management responsibility.The principals each have significant experience across financial planning, corporate finance, capital markets, corporate advisory, chartered accounting and business ownership. Notwithstanding this extensive and broad experience, our real strength is the quality of long term relationships we develop.

Business succession advisory, family business advisory, business development, strategy development implementation & coaching. Creation, implementation and management of strategic alliances.

Various family business interests including, M&A, importing/wholesaling, property, agriculture

Capital Markets, Corporate Advice, Corporate Finance & Banking.Management of a team of structured capital market professionals focussed on solving complex capital structure and financiaing issues for Australian and New Zealand based financial institutions and corporations.

Capital Markets, Corporate Advice, Corporate Finance & Banking

Capital Markets, Corporate Finance & Banking Associate Director then promoted to Director

Manager then promoted to Controller in 1990Specialised in the global trading of derivates and securities

Initially Assistant Tax Manager, then promoted to Group Taxation Manager

Corporate Advisory Services and Corporate Tax; Private/family owned businesses.

Taxation accountant