I have more than 20 years’ experience providing taxation, accounting, and business advisory services to family groups and private businesses.
I have developed a strong understanding of the tax and accounting issues relevant to business owners, investors, property developers, and financiers. I specialise in providing timely, strategic advice that supports my clients’ commercial objectives. I also regularly provide industry-related tax updates and present at property and medical industry seminars.
My areas of expertise include:
- providing income tax, GST, and stamp duty advice
- structuring for asset protection
- implementing accounting and business software
- preparing forecasts and financial models
- providing consolidated financial reporting.
I provide structuring, advisory, and compliance services to clients across a diverse range of industries, including property, medical, financial services, professional services, manufacturing, and retail.
My advisory approach has enabled me to build deep, trusted relationships with my clients. As a result, I have been invited to serve on advisory Boards and contribute to regular client Board meetings.
I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.
Skills
- Tax and commercial advisory
- Accounting and tax services
- Structuring advice
- Forecasting and modelling
- Strategy
Qualifications, memberships & affiliations
- Bachelor of Business (Accounting / Finance)
- Chartered Tax Advisor – Tax Institute of Australia
- Member of Australia New Zealand Chartered Accountants
- Certificate of Public Practice
