It seems like a long time ago… I graduated in 1981 and joined a medium sized Chartered Accounting firm. Those early years were invaluable in allowing me to collaborate with some truly talented people. The work was varied and challenging but I worked hard and in 1987, I was admitted as a partner. In 1992 I became a Registered Company Auditor with ASIC.
My career path has delivered deep experience in all financial matters; from individuals earning wages and/or salary through to significant private companies with staff of over 200. I have specific expertise and experience in business planning, operation and management, self-managed superannuation, and estate and succession planning. Most of my clients have become friends and so I enjoy a close relationship enabling me to have a very personal and nuanced understanding of their financial affairs. My simple philosophy is to ensure that they maximise their opportunities for success with smart, informed and timely strategic decision making. I look forward to speaking with you about how I can help.