I have more than 20 years of experience advising a broad range of clients, from family businesses to multinationals. I specialise in high-growth industries and have supported clients from their earliest stages through expansion, acquisition, and tax-effective sale.
I pride myself on being available to help my clients make the right decisions at the right time. My services include:
- accounting and taxation services, with a focus on flexible structures that support future needs
- strategic management support, including acquisitions, divestments, earn-outs, and navigating the challenges of growth.
My career highlights include:
- assisting a listed childcare provider with centre acquisitions and target benchmarking
- supporting the expansion of family-owned childcare groups through organic growth and acquisition
- helping family-owned grazing businesses transition to the next generation
- advising family-owned hoteliers on business acquisitions, management accountability frameworks, and tax-effective exits
- adding value through finance covenant negotiations, business sale negotiations, contract reviews, tax risk minimisation, warranties, and retention amounts
- establishing internationally owned subsidiaries and supporting their growth, from initial advice and establishment through to domestic expansion and integration into global reporting frameworks.
I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.
Skills
- Tax and structuring advice
- Family Board reporting
- Accounting services
- Tax compliance
Qualifications, memberships & affiliations
- Chartered Tax Advisor – Taxation Institute
- Fellow ICAANZ
- Master of Business Administration
- Graduate Diploma Advanced Accounting
- Queensland Hotels Association
- Australian Childcare Alliance Queensland
- Queensland Public Practice Panel – Institute of Chartered Accountants
