I have more than 20 years of experience working with a broad range of businesses. I specialise in assisting SMEs and larger private family groups with transitioning intergenerational control, developing growth plans, and preparing for an initial public offering.
I am dedicated to creating business efficiencies and improving profitability and value for my clients through the development of bespoke systems, reporting processes, dashboards, and data management solutions.
I am passionate about working with sporting organisations, franchise businesses, large family businesses, mining services companies, and health services businesses, including private hospitals, pharmacies, and medical practices.
My experience includes:
- business planning
- forecasting and reporting
- taxation
- audit
- financial reporting
- internal controls
- business health valuations
- emissions reduction fund audits
- soil carbon
- savanna fire management
- renewable energy target exemption certificate audits
- greenhouse and energy reporting audits under the National Greenhouse and Energy Reporting scheme
- safeguard mechanism audits
- climate active verification audits for carbon neutrality verification and the Carbon Disclosure Project.
I am often invited by groups in the franchise sector to share my in-depth knowledge and insights at conferences and other franchise-related events. I apply my system development skills within the sector by developing new franchise systems and building reporting processes that help franchisors and franchisees better manage their businesses.
In addition to providing reporting services, I conduct solvency and marketing fund audits, and help businesses comply with the latest requirements of the Franchising Code of Conduct.
I have provided assurance services as a Greenhouse and Energy Auditor since 2012. I am registered with the Australian Government Clean Energy Regulator as a Category 2 Greenhouse and Energy Auditor under section 75A of the National Greenhouse and Energy Reporting Act 2007, registration number 0152/2012.
I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.
Skills
- Business Planning
- Forecasting & Reporting
- Taxation
- Audit
- Financial Reporting
- Internal Control
- Health business valuations
Qualifications, memberships & affiliations
- ASIC Auditor
- Tax Agent
- SMSF Auditor
- Chartered Accountant (CAANZ)
- Chartered Tax Advisor
