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Jeremy Wicht, Partner

17/01/2022

Jeremy has over 20 years’ experience across a broad range of clients from family businesses to multi-nationals. He specialises in high growth industries and has assisted clients from the very beginning through expansion to acquisition and tax effective sale. Jeremy prides himself on being available to his clients to assist them to make the right […]

Estate & succession planning

29/11/2021

Proactive and informed estate and succession planning is essential to ensure your wishes, assets and legacy are managed according to your wishes. Whether you’re a family business owner, producer, manufacturer or professional, our experts will work with you and your other advisors to ensure your estate and financial affairs are structured, secure and tax effective. […]

Matthew Oakey, Partner

23/11/2021

With over 20 years’ experience, Matt works with clients in partnership to meet their business, investment and family objectives. Matthew works with many of Australia’s largest philanthropic individuals. Matthew has built a successful career in providing business and tax advice to high net wealth family group and leads our Family Office team. Matthew is passionate […]

Daren McDonald, Partner

23/11/2021

Daren has over 30 years’ of experience providing accounting and tax solutions to his clients and is a leading advisor to the property industry. Daren’s experience includes: Daren brings a well-rounded skill set to his client engagements, combining accounting and tax advice with strategic and commercial consulting. He plays a number of roles with his […]

Daniel Minihan, Partner

23/11/2021

Daniel is the Director, Responsible Manager and an Authorised Representative (476433) of the Wealth Management practice (SW Wealth) and Head of Private Clients. He has been assisting clients to align their financial strategies with their goals and values for over 20 years. He works with a broad spectrum of clients from small individuals to large […]