Partner, Family Self Managed Superannuation (SMSF) administrator and Advisor. Specialist strategic advice in Retirement Planning through Super.

It is my personal specialty and mission to ensure that small business owners have the funds to retire in style and reap the rewards of their hard work through good management and advice in relation to their superannuation and in particualar SMSF’s. As a small business owner myself I believe that too many small business owners work too hard for too many hours for too little reward.

With the help of my dedicated staff and business partners I have made it my personal goal to bring back the enjoyment in owning a business. Together we want to ensure that when small business owners retire they can look back at not only a job well done but a lasting legacy of what they have achieved during that time.

With over 20 years practical experience in industries such as hospitality, sheep and cotton farming, motor vehicle sales and banking, before graduating from QUT and becoming an accountant I can truly understand and relate to the challenges my clients go through in a real world sense.

Since joining NBC in 1994, as a partner focusing on wealth management, and having established Credit Union Australia’s Financial Planning Service in the 80’s, my work with small businesses, and experience as a Managing Director, has only developed.

As a strong business development professional, with a certificate focused in accounting and business/management from The Strategyzer Academy, I have a rich history of working in the accounting industry and financial planning industry, focusing on small businesses. In my 44 years in the industry, with 29 of those years being at NBC, I have worked with a diverse group of small business owners in retail, manufacturing, and professional services employing over 250 people in Australia and overseas.

It is important to me that small businesses develop in a strong way, and it is my mission to ensure this happens for my clients. My skilled comprehension of cash flow management, business planning and strategy, financial accounting, tax advice, and business structures, alongside my 44 years of industry experience, ensures I truly do know what’s best for you and your small business.