I have more than 20 years of experience partnering with clients to achieve their business, investment, and family objectives. I work with many of Australia’s leading philanthropists.
I have built a successful career providing business and tax advice to high-net-worth family groups, and I lead our Family Office team. I am passionate about philanthropy and help my clients manage the financial and governance aspects of their grantmaking activities.
I also lead our Corporate Social Responsibility Committee, Co2, which engages with our people, local communities, the wider world, and the environment to create a positive impact.
My experience includes:
- managing clients’ tax and accounting requirements
- connecting clients with a broad range of professionals who add value to their business interests, including stockbrokers and property agents
- working closely with our Wealth Management team to provide a full-service offering to high-net-worth families
- holding directorships, trusteeships, and company secretarial positions in private companies and not-for-profit organisations
- advising on succession and estate planning.
I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.
Skills
- Financial accounting
- Taxation
- Structures
- Estate planning
- SMSF
Qualifications, memberships & affiliations
- The Observership Program – Not for Profit Governance Program
- Leaders Development Program Mt Eliza Business School
- Bachelor of Commerce
- Affiliate Member of Chartered Accountants Australia and New Zealand – Public Practice Program
- Australian Society of Certified Practising Accountants – CPA Program
