Director - Family Office Services

• Jul 2022 - Present

Head of Tax & Accounting

• Jul 2020 - Present

Senior Manager

• Jan 2019 - Jul 2020

Independent Consultant - Interim CFO

• Aug 2018 - Jan 2019

Manager

• Jul 2017 - Aug 2018

I have over eight years' experience working with high net worth individuals, private business owners and families as well as large private companies. Having worked across the Tax, Audit, Estate Planning and Markets teams, I am able to leverage this experience to provide my clients with a holistic offering: advising them on a range of technical and commercial issues at both a corporate and personal level.I have a broad technical skill-set with a particular focus on Family Office advisory, international structuring and taxation, Capital Gains Tax, Property and Trust Law. I have extensive experience in managing large, complex engagements and l am known for calling on my extensive network and breadth of capability to deliver the best possible outcomes for my clients.

Senior Consultant

• Jan 2015 - Jun 2017

I work with private businesses and their owners along with high net worth family groups across a range of tax and other business issues. With Australia experiencing a shift in the control of much of it's established family wealth from one generation to the next I am incredibly passionate about good and adequate succession planning that factors in the family, business and overall ownership considerations. It's never too early to start planning! At PwC we leverage our global network of people to deliver the highest quality advice to our clients.

Consultant

• Feb 2014 - Dec 2014

Client Development Advisor

• Feb 2012 - Feb 2014

Part of a national team of partners and staff committed to working with private and family businesses, entrepreneurs and high net wealth individuals. I apply a practical approach to our market and strategic initiatives - making the most of the experience I gained working with some of our iconic clients as a member of the client service team. While working with the markets team (a role I undertook whilst I was completing my university studies) I worked with senior stakeholders across the country to manage key relationships with external organisations through formal and informal sponsorships and alliances. I was also involved in the development and execution of local and national marketing programs which included various internal and external communications.

Assistant Consultant

• Feb 2010 - Mar 2012

PwC Private Clients helps private business owners and individuals grow their personal and business ambitions. We are a national team of partners and staff who are committed to working with small to medium enterprises, including private businesses, family businesses, entrepreneurs and high net wealth individuals. Our Private Clients team provides a complete business consulting solution, tailored to our client's specific needs. The Private Clients team features more than 600 people who are experienced and dedicated to Australia's private sector.I commenced my career as a trainee accountant in the Private Clients business straight out of secondary school. This role gave me exposure to a range of different administrative and fundamental accounting processes which has provided a strong foundation from which I have built a robust technical skill set. During this time, I spent six months seconded to our Estate Planning legal team where I developed a strong understanding of the mechanics of Trust and Estate Law as well as exposure to a range of legal documents relevant to the Private Client market.