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 14 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.
This first hand experience, my qualifications and education extends both through the technical fields of accounting, tax and superannuation as well as into broader business fields including my particular expertise in, and passion for, sales and marketing (a skill set very few accountants can dream of matching). This makes me extremely confident that I can assist any business owner achieve the lifestyle their hard work deserves.
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.
(* AFSL 488498)