I have been in private practice since 1981 - advising on, guiding and organising people's financial circumstances and tax structures. Originally operating as a sole practitioner, I joined forces with long-time friend and associate, Dennis Shaw to form Cochrane Shaw Capital Management Pty Ltd. The Cochrane Shaw business was responsible for advising, mentoring and structuring its clients' savings, superannuation, Income Replacement Protection programs worth tens of millions of dollars, Estate Planning and business interests valued at well over $150 million over a 20-year period.
In mid-2014, I teamed-up with a large Sydney-based accounting practice where I started providing various superannuation, business and investment strategy solutions for professional and self-employed business clients who had not previously experienced this level of advice.
In addition to being the Senior Financial Consultant/Adviser in my recently merged three private practices, I allocate my time towards the building of assets and distributable income which includes overseeing the running of a Charitable Trust, founded in 2012. The Trust is focussed on providing financial support and opportunities for hundreds of young Australians living in disadvantaged circumstances. Part of this focus is on Special Disability Accommodation (SDA) housing under the National Disability Insurance Scheme (NDIS) for young to middle-aged and older adults with special needs. Affordable housing is another area of interest for long-term funding.
I also work on establishing start-up online businesses and joint ventures with young entrepreneurs and acting as a company director in those businesses where deemed appropriate.
I am married with one daughter who has special needs.
We are flexible in our fee arrangements and will be happy to discuss these with you. We can charge an hourly rate but prefer to charge a flat job rate - subject to your wishes.
- Adviser status Silver
- First year providing advice 1981
- Years of experience 43
- Diploma of Financial Services (Financial Planning)
Tabalo Financial Pty LtdUnit 22, 659 Victoria Street
Abbotsford, VIC 3067
- 8:30am – 4:30pm Monday – Friday
- In person
- Video call
Ipraxis Pty Ltd