Helping clients to create wealth is one of my passions. I work with a wide range of individual and business clients. I aim to help clients create opportunities and build on them; to optimise their staffing; to use their money better; to put the right structures in place to minimise tax and protect their assets.
I have a particular interest in self-managed superannuation funds. I firmly believe that—used and structured properly—they are a great vehicle for building family wealth and financial security.
Over my working career I have worked in a variety of different roles including private practice, small business and local government.
Areas of Expertise
- self-managed super funds
- asset protection
- cash flow analysis & planning
- financial reporting
- accounting & financial consulting
- tax planning & consulting
- Small and medium enterprises
- legal profession
- medical profession