I am a Financial Planner and qualified Tax Accountant with over 30 years experience in providing taxation, accounting and business planning advice on a personal and business level.
As the principal of a public accounting practice, I have specialised in advising small to medium enterprises and high net worth individuals on taxation strategies, structuring personal and business entities, self-managed superannuation funds, investment strategies and risk management.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 2
- First year providing advice 2014
- Years of experience 10
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Highest qualification
- Diploma of Financial Planning (1-8)
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Language spoken
- English
Retirewise
Suite 2, 344A Illawarra RoadMarrickville, NSW 2204
![Retirewise logo](https://resources.adviserratings.com.au/practices/retirewise-18009303.jpg)
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Count Financial Limited
AFSL 227232
![Count Financial Limited logo](https://resources.adviserratings.com.au/licensees/count-financial-limited-227232.png)