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.
