Summary

I am proud to be the general manager of a quality business that provides valuable financial services to its client base. It is incredibly rewarding to know that I lead a team of professionals who offer integrated professional advice to clients so that they can be free to focus on their own personal and business goals once they know their financial affairs are in safe hands. I have gained more than a decade of industry experience as both a small business tax specialist and strategic financial adviser. This blend of experience has resulted in my ability to deliver high quality, boutique structures and strategies to my clients. It has also given me the breadth of knowledge to efficiently run an integrated financial services practice. My ongoing goal is to run a business that services clients in a way that allows them to achieve their personal goals through first capitalising on their own financial position through effective tax and financial planning. If you would like to work with a quality business that offers boutique financial and taxation advice solutions, I welcome your enquiries.