Founder / Head of Marketing
I’m a Perth Chartered Accountant and Chartered Tax Adviser with a Bachelor of Commerce, Majoring in Accounting and Finance and Minoring in Business Law. I’m a Member of Chartered Accountants Australia & New Zealand, The Tax Institute and The National Tax Accountants Association. I am also a Registered Tax Agent. I am also a Responsible Individual and appointed Finance Adviser of CapitalQ SMSF Specialists, our Australian Financial Services License holder, which allows us to provide advice regarding Self-Managed Superannuation Funds.
During my career, I have undertaken various additional studies and qualifications in other, complementary, disciplines including having obtained a Diploma in Financial Planning and a Certificate of Financial Services (Finance Broking) among others.
I started my career as a Graduate Accountant in the Business Services Division at RSM (formerly RSM Bird Cameron) providing similar services, more or less, to small and medium enterprises that I do now. I am very pleased to tell you that one of my very first clients as a Graduate Accountant is still a client today having followed me around since 1997 (that’s 21 years Mike!!!).
I started my professional studies as soon as I achieved the minimum experience requirements and I was lucky enough to complete my qualifications in the shortest time possible without missing a beat. Along the way I achieved two Merit Awards for being in the top 5% of students in the country and I also won Best State Candidate for being the top student in WA in the Business Advisory Module.
The day I qualified as a Chartered Accountant I joined the Corporate Tax Division at Deloitte where I was offered a managerial role however, as I had other longer term plans, I left and consulted directly to my biggest client at the time, MLC Masterkey (formerly Flexiplan Australia).
I then did the almost obligatory stint in London doing all sorts of interesting work, the most interesting actually being in Aviation Reinsurance, working on the aftermath of the World Trade Centre Terrorist Attacks.
When I returned to Australia I went back to RSM for a short time in a consulting role specialising in Business Succession and Estate Planning before finally realising my dream of having my own business in 2005.
I absolutely love running my own business and trying to find ways to improve it. But of course, much more important is that I love enabling our Team to provide genuine results for our Clients, in the form of tax savings, business efficiencies, increased profits, accumulated wealth, more time, the lifestyle they desire and ultimately, peace of mind!
Helping our Clients to do well in business and in wealth creation and then seeing them using that wealth (both time and financial) to enjoy their lives and achieve real peace of mind is what we are all about.
I have always been a mad keen cricketer but the body started to let me down so I retired in 2012. Then I was dragged back in 2014 (with the same body)! I am a member of Mt Lawley District Cricket Club and have been for some 31 years. I played A Grade Cricket and was lucky enough to play against some of the best Australian cricketers of the last 20 years.
Aside from cricket, my primary passion is travel and I work hard to give myself the chance to get away. Recent destinations include Greenland, the Faroe Islands, Oman, Italy, Canada, France, Chile, Argentina, Croatia, Namibia, Sri Lanka, Rwanda, Uganda, Antarctica, The Galapagos Islands, New York, India, Mauritius & Reunion, and Fiji (just to name a few).
Since I finished cricket (the first time) I have also become part of the Lycra brigade and love my Specialized Roubaix bicycle.
I am also working on my sailing skills, having recently become involved at the Royal Perth Yacht Club, and my photography skills, hopefully it will be my photos that you see more and more of on our website.
Most recently, I have undertaken my first flying lesson, and as soon as the cricket season is over, intend to commit to obtaining my Private Pilots License!!!