I am born and bred in Newcastle. I studied Accountancy at Newcastle TAFE & graduated from Charles Sturt University in 1994. I have enjoyed accumulating 30+ years’ experience helping my business clients achieve piece of mind tax & business advice. I have helped individuals & businesses with business structure & strategy, SMSF, wealth planning & Capital Gains Tax Advice. In my free time I enjoy spending time on the lake fishing & catching up with friends on my boat. I still play soccer and enjoy spending time with my family.
Researching and identifying when a client will benefit from specialty business structures to help them achieve their financial goals. Examples include Self Managed Super Funds to buy their Business Premises using borrowed funds.
I live and breathe numbers! I find that I can identify missed opportunities in a business which can help extract more revenue and profit, then using the right structure to save paying tax.
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