I’m a qualified Chartered Accountant with 18 years of professional experience in tax and business advisory at all stages of the business life cycle. I love holding my customers’ hands through the complexities of starting and running their businesses, proactively engaging with tax efficient strategies that achieve their commercial objectives. My background in audit and assurance, forensic accounting, private wealth and superannuation before specialising in private tax has helped me grow into a well-rounded advisor for Australian business founders.

I have extensive experience supporting entrepreneurial clients meet their tax obligations and advising them on making the Australian tax system work best for them and their businesses. I set my clients up for success by getting them compliant and keeping them there, with no sleepless nights worrying about the tax office and late lodgement penalties

As entrepreneurs start up, grow, seek external capital and eventually exit, I’ve seen first-hand how having up-to-date and accurate financial information and being on top of tax obligations allows small businesses owners to focus on the more important parts of building your business. Knowing just what investors want to see under the hood of Australian businesses before they ask has helped me manage successful multi-million dollar business sales, some of which I had been involved with since before incorporation.

Areas of Expertise:

• Tax strategy and optimisation

• Early-stage investment incentives

• Government grants and tax offsets

• Employee share schemes

• Business restructuring

• International expansion

• Exit strategy planning and execution