Experience

PWS Advisory Group

• Australia
• Financial Services
• 1 - 100 Employee

• Director

  • Jul 2018 - Present

  I manage a great portfolio of local and international clients from varying sectors and who are in different stages of their financial and business cycles. I service clients of all sizes with respect to overall wealth, with a specialisation in high net worth individuals and family groups.My knowledge and experience in taxation law allows me to provide specialised consulting advice in relation to complex taxation matters including:- Capital Gains Tax - Small Business CGT Concessions - Main Residnecne Exemptions - Complex CGT Events- Corporate restructures- Division 7A documentation and advice- Company and Trust Loss provisions- Offshore transactions and Residency issues- Business Structuring- Trust Administration- Tax Consolidations- ATO Reviews and Tax Audits



Davidsons Accountants and Business Consultants

• Australia
• Accounting
• 1 - 100 Employee

• Manager

  • Jul 2017 - Jun 2018

  I manage a great portfolio of local and international clients from varying sectors and who are in different stages of their financial and business cycles. I service clients of all sizes with respect to overall wealth, with a specialisation in high net worth individuals and family groups.My knowledge and experience in taxation law allows me to provide specialised consulting advice in relation to complex taxation matters including:- Capital Gains Tax - Small Business CGT Concessions - Main Residnecne Exemptions - Complex CGT Events- Corporate restructures- Division 7A documentation and advice- Company and Trust Loss provisions- Offshore transactions and Residency issues- Business Structuring- Trust Administration- Tax Consolidations- ATO Reviews and Tax Audits

• Senior Accountant

  • Nov 2011 - Jun 2017

  I work for Davidsons, a leading accounting and business advisory firm. Along with a team of 70 fellow dedicated professional staff, we service clients all over Australia and around the world from offices located in Melbourne, Geelong and Torquay.My role and experiences with Davidsons:• I have serviced clients from a vast range of industries, from Hospitality to Sports Sciences and everything in between.• During my employment I have gained experience in a several accounting areas including: - Taxation Services and Advice - Financial Reporting - Accounting recording - Auditing and Assurances - Personal Wealth Services - Business Advice and succession - Estate PlanningCurrent Role:I currently manage a great portfolio of clients from varying sectors and who are in different stages of their financial and business cycles. I service clients of all sizes with respect to overall wealth, with a specialisation of high net worth individuals.My everyday activities include:• First point of call for my clients in relation to their financial affairs and assisting with their queries.• Provision of consulting memorandums of advice on areas such as Business and Investment Structuring, Asset protection strategies, General and specific transactional based taxation advice.• Provision of tax planning strategies.• Preparation of Financial Statements and Income Tax Returns.• Staff training and development.• Setup and review of record keeping accounts (Cloud based Accounting).• Revenue and debt management.

• Accountant

  • Sep 2004 - Nov 2011

  Employed on a causal and part time basis during the completion of secondary school and Bachelor of Law/Commerce.



Bendigo and Adelaide Bank

• Australia
• Banking
• 700 & Above Employee

• Financial Crimes Analyst - Internship

  • Jan 2011 - Mar 2011

  As part of my practical legal experience of my Bachelor of Law degree, I completed an internship in the Financial Crimes division of the Bank. As part of my practical legal experience of my Bachelor of Law degree, I completed an internship in the Financial Crimes division of the Bank.