Summary

The breadth of my professional experience crosses the boundaries of superannuation, tax, financial advisory and corporate structuring. My technical and practical knowledge provides the necessary experience to deal with most business and personal financial circumstances that clients are presented with. I have experience in and am qualified to provide advice in the areas of superannuation assets and self-managed superannuation funds (SMSF). My SMSF advisory experience includes SMSF and related entity setups, contribution strategies, withdrawal/income stream strategies, investment strategies and principles, asset portfolio compilation, advising on and structuring borrowing to invest strategies within the SMSF, and personal insurances, . I maintain my professional knowledge and qualifications through continuing professional development.