ABOUT

Your local Blue Mountains Chartered Accountant (CA), Tax Agent, and Self-Managed Superannuation Fund (SMSF) Specialist with the Self Managed Superannuation Association. With a passion for delivering high-quality financial advice, I have also completed the RG146 Diploma of Financial Planning, to better understand strategic planning for superannuation and retirement. This allows me to provide my clients with comprehensive, holistic advice on SMSFs and related financial matters.

Since starting my career in 2001, I’ve built a reputation for providing clear, approachable, and personalised financial advice.

I specialise in SMSFs, offering a wide range of services that include tax planning, strategic advice, and SMSF audits. As a registered SMSF auditor, I help clients ensure their funds are compliant and effectively managed to meet both regulatory and financial goals.

With a focus on long-term planning and tailored strategies, my aim is to empower clients with the knowledge and tools they need to make informed decisions about their superannuation and overall financial wellbeing.

After many years of experience as a partner in a larger firm, I made the decision to branch out and establish my own practice. This move allows me to offer more personalised, hands-on services to my clients, ensuring that I can focus on their unique financial needs and goals. With a commitment to providing tailored solutions, I work closely with each client to help them navigate their financial journey with confidence and clarity.

I believe in fostering genuine, open communication with my clients, ensuring that they always feel heard and respected. Accounting and tax don’t have to be overwhelming, and my approach is to break things down in a way that makes sense. Whether you’re managing your superannuation or looking for expert advice on structuring your business, I provide clear and actionable solutions tailored to your needs.

Let’s work together to make your financial future easier to navigate.