Director - Business Advisory
CurrentMember of Chartered Accountants Australia and New ZealandBachelor of Business (Accounting)Graduate Diploma Chartered AccountingDiploma of Financial Services (Superannuation and Self Managed Superannuation Funds)Diploma in Financial Services (Financial Planning)Starting my career in 2000, I have always worked within the business services division of a chartered accounting firm. Currently, I head up an experienced and professional team that offers a diverse range of accounting and taxation services. This ranges from the preparation of financial statements/tax returns to providing strategic advice around tax minimisation, wealth creation, asset protection, superannuation and succession/estate planning. My clients range from SME's to large multi-national companies as well as family groups with just investment income. I always try to think outside the square to see if there is a legitimate way of minimising tax or improving cash-flow. I act as an outsourced Chief Financial Officer for a number of businesses and also advise extensively on SMSFs as part of a group's holistic wealth creation strategy.Having a special interest in strategic business and tax advice has allowed me to consult extensively on business acquisitions, sales and restructures. I am meticulous in keeping up to date with the latest tax legislation so that I am able to respond quickly and confidently. I believe this provides an edge in all aspects of my clients' financial and tax affairs.Always trying to deliver solutions that meet the individual needs of my clients, I make a point of being very responsive to phone calls and emails. My belief is that quick communication is equally as important as the advice being provided.
