I have 16 years’ experience assisting private clients and large private family groups with their accounting and taxation requirements. I work with small and medium-sized enterprises and family business groups to develop plans and strategies tailored to each client’s circumstances.
My diverse background in accounting, advisory, and financial services enables me to provide holistic, family-wide solutions relating to collaborative investment, asset allocation, and structuring for complex family groups.
I take the time to build trust and confidence with my clients, tailoring my services to their individual needs and preferences. My reliable, responsive, and client-focused approach led to my recognition as a finalist in the Beaton Client Choice Awards for Best Accountant.
My experience includes:
- developing straightforward and complex financial strategies to help clients achieve their goals
- advising investors of all sizes on managing and growing family wealth
- helping small and medium-sized enterprises develop strategies to transition business wealth into personal wealth
- supporting families with the intergenerational transfer of wealth.
I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.
Skills
- Accounting Services
- Taxation Compliance
- Structuring
- Superannuation
- Deceased Estates
- State Taxes
- Trusts/Companies
Qualifications, memberships & affiliations
- Chartered Accountant
- Bachelor of Commerce (Melbourne)
- Chartered Tax Adviser
- Member of the Tax Institute of Australia
