Caring, competent and diligent are how my clients describe me. As a Fellow of CPA Australia (FCPA) with over 20 years’ industry experience and being nominated by the CPA as one of the country’s Top 40 Young Business Leaders in 2013, I have a strong passion in implementing strategy to maximise values for SMEs and high net worth individuals.
I specialise in the Medical and Dental industries but also actively engages with clients in a broad range of industries including Marketing, Professional Consulting, Legal practices, Property Development and Government Agencies. My expertise from financial analysis enables me to pin point the key drivers of each business and the focus needed to improve business performance. My commitment to my client is not only to provide outstanding and proactive advice but also see me as a strategic business partner in their businesses growth and development.
I want to take my firm to a different level and firmly believe that it is important to travel out of our comfort zones. Having an entrepreneurial mindset has always pushed me to proactively look for new ventures to grow my practice and expand my profile to my client base. In accomplishing all this, I constantly do more than a typical accountant would do.
I have transformed my accounting practice into a “One Stop Shop” business and wealth management hub. Our holistic approach means when delivering their advice – whether in business, finance broking or wealth management – is to always take into perspective the commercial, tax, finance and risk implications.
Outside the office, I enjoy playing soccer and spending time with my family.
I can be contacted by my email or Linkedin.
Qualifications & Registrations
CA, Chartered Accountants ANZ
Diploma of Financial Services (Financial Planning), Investment Banking Institute
Certificate IV of Finance & Mortgage Broking, Kaplan
Limited AFS Licence, ASIC
Registered Tax Agent
Justice of the Peace (JP), New South Wales
Bachelor of Commerce, University of Newcastle
Master of Commerce, Macquarie University
Caring, competent and diligent are how my clients describe me. As a Fellow of CPA Australia (FCPA) with over 16 years’ industry experience and being nominated by the CPA as one of the country’s Top 40 Young Business Leaders in 2013, I have a strong passion in implementing strategy to maximise values for SMEs and high net worth individuals.
I specialise in the Medical and Dental industries but also actively engages with clients in a broad range of industries including Marketing, Professional Consulting, Legal practices, Property Development and Government Agencies. My expertise from financial analysis enables me to pin point the key drivers of each business and the focus needed to improve business performance. My commitment to my client is not only to provide outstanding and proactive advice but also see me as a strategic business partner in their businesses growth and development.
I want to take my firm to a different level and firmly believe that it is important to travel out of our comfort zones. Having an entrepreneurial mindset has always pushed me to proactively look for new ventures to grow my practice and expand my profile to my client base. In accomplishing all this, I constantly do more than a typical accountant would do.
I have transformed my accounting practice into a “One Stop Shop” business and wealth management hub. Our holistic approach means when delivering their advice – whether in business, finance broking or wealth management – is to always take into perspective the commercial, tax, finance and risk implications.
Outside the office, I enjoy playing soccer and spending time with my family.
I can be contacted by my email or Linkedin.
Qualifications & Registrations
Fellow of CPA, CPA Australia
Member of the Australian Institute of Company Directors
Diploma of Financial Services (Financial Planning), Investment Banking Institute
Certificate IV of Finance & Mortgage Broking, Kaplan
Limited AFS Licence, ASIC
Registered Tax Agent
Justice of the Peace (JP), New South Wales
Bachelor of Commerce, University of Newcastle
Master of Commerce, Macquarie University
