Chief Tax Saving Strategist / Client Manager
I’m the Chief Tax Saving Strategists and am a Senior Client Manager here at CapitalQ Business Advisers & Chartered Accountants. I have been an integral member of the Team for some 13 plus years.
I am a Chartered Accountant (“CA”) and Registered Self-Managed Superannuation Fund Auditor. I am also a Financial Adviser for our Australian Financial Services Licensee, CapitalQ SMSF Specialists, which allows us to provide financial advice regarding Superannuation and Self-Managed Superannuation Funds*.
Having completed my Bachelor of Commerce in Delhi, India before completing a Masters in Professional Accounting here in Perth at Curtin University, I have since undertaken the numerous further professional studies, including a Graduate Diploma in Chartered Accounting, to achieve my list of qualifications above. I am a Member of Chartered Accountants Australia and New Zealand and hold my Certificate of Public Practice.
My primary focus and specialty at CapitalQ is Tax Planning and Minimisation Strategies for Small Business Owners and serious Private Investors. For me there are few things better than coming up with a legally sound strategy to help save my Clients from their tax problems. This in turns allows me to help my Clients achieve their financial and lifestyle goals which is a great feeling and something for which I am immensely proud!
I have a genuine passion for what I do and believe that shows in my record of consistently improving my Client’s positions, as well as that of our Business, each and every year.
I am a property investor and business owner and this first hand experience, coupled with my extensive industry experience and education helps make me extremely confident every Client I assist benefits substantially from my advice and they always immediately advance their journey to achieving the lifestyle their hard work deserves. That experience and education extends both through the technical fields of accounting, tax and superannuation as well as in broader business fields including my particular expertise in, and passion for, sales and marketing (a skill set very few accountants can dream of matching)
I am a committed family man who takes great pleasure in spending time with my family. I have a son, Jai, who keeps me busy and I am very close to my parents who followed me to Australia from India.
I believe that keeping fit is the only way to go whichever game you are in and so if I am not at work or with the family then you will find me working out at the gym and / or riding my bike alongside Kwinana Freeway.
Although I haven’t done quite as much as I would like, yet, I also love to travel when possible and do possess a long list of “plan to visit” destinations.
So don’t put it off any longer, because the longer you delay, the bigger the gap grows between where you are at, and where you want to be! Let me help you get on the path to business and financial success now, before the gap becomes insurmountable!