I have more than 15 years of experience providing a broad range of business and private client advisory services to listed and unlisted companies, funds management groups, SMEs, not-for-profit organisations, charities, and high-net-worth private client groups.
As a well-rounded Chartered Accountant and tax advisor, I think creatively and regularly collaborate with SW specialists across the firm to deliver outstanding outcomes for our clients. I have extensive experience in outsourced services, including outsourced CFO services, and I lead the firm’s software adoption, implementation, and data analytics offering.
I combine my passion for accuracy, efficiency, and creating genuine value for clients by tailoring cloud-based solutions through advanced management reporting systems. I work closely with my clients to ensure their financial software solutions are tailored to how their businesses operate and what they need from their reporting. This provides an efficient, adaptable, and accurate real-time overview of their financial position.
As a Certified Xero Advisor, WorkflowMax Advisor, Futrli Advisor, and Power BI Advisor, I stay abreast of the latest developments and capabilities in financial technology.
Beyond my technology focus, I support clients by managing their accounting, tax, and compliance risks. I also help improve their personal asset protection through family tax planning and tax-efficiency measures.
I am a Partner of SW Audit and a Director of SW Accountants & Advisors Pty Ltd.
Skills
- Advanced management reporting
- Dashboarding
- Forecasting
- Budgeting
- Taxation & advisory services
Qualifications, memberships & affiliations
- Bachelor of Commerce
- Member Chartered Accountants Australia and New Zealand
- Certified Xero Advisor
- WorkflowMax Advisor Advisor
- Futrli Advisor
- Power BI Advisor
