Experience

Senior Tax Accountant - Allied Accounting Group

• Tax Minimisation, Asset Structuring, Asset Protection and Estate Planning Strategies

• Capital Gains Tax Advice and Planning

• Self-Managed Superannuation Fund compliance and Regulation.

Financial Adviser - Allied Accounting Group

• Superannuation Strategies including Withdrawal and Contribution Strategies, and Pension Planning

• Retirement and Wealth Accumulation Plans aligning with Short and Long Term Goals

• Estate Planning Strategies, including Succession Strategies and Trust

Education

Bachelor of Business (Eco.) - Swinburne University of Technology | 2011

• Majoring in Economics and Minoring in Finance

• Relevant coursework: Investment Principles, Risk Management, Financial Modelling, Policy Evaluation

Certified Practicing Accountants (CPA) | 2014

• Advanced Australian Taxation and Regulatory Compliance

• Ethical Principles and Governance

• Superannuation Taxation

Masters in Financial Planning (Kaplan) | 2019

• Comprehensive Retirement Planning and Aged Care

• Estate Planning and Tax Strategies

• Research Project: Role of Retirement Literacy in Transition to Retirement Strategies

Skills

• Expertise in Delivering Integrated Retirement Planning Strategies, Optimising Tax Position, Superannuation and Wealth Outcomes

• Investment Structuring, Estate Planning and Aged Care Strategies

• Client Relationship Management, Translating Complex Financial Concepts into Clear, Understandable, Actionable Plans