About Me

During my 35+ years in the financial services industry, I have had the pleasure of advising businesses and hard-working individuals build, maintain and more importantly, protect significant wealth.
This has been both in commerce ( AMCOR Ltd / Orora Group Ltd ) and leading professional practices such as Deloitte (Aust).
I am a Chartered Tax Adviser accredited by the Tax Institute of Australia (1) and a Senior Financial Planner AFP. A registered Tax Agent and a Justice of the Peace.
In 1997, as one of the two founders of AMCO, we established an Integrated Wealth Practice to support clients across a wide spectrum of advice ranging from Income Tax, Accounting, Business Advice to Financial Planning and Wealth Management.
We have taken the experience and insights from the leading practices in the industry and best of breed professionals, to develop a unique practice with key focus on the client and their long-term financial needs.
We hire exceptional people with a promise of enormous personal growth, substantial development opportunities and a very honest culture around feedback.
Our guiding principles and shared values are based around radical transparency.
Over the past 3 decades, AMCO has transitioned to a comprehensive Wealth Management and Multi-Family Office custodians.
This has added a substantial benefit to our existing and new clients, also to a number of community organisations.
We are currently supported by 18 professionals, 6 at senior level with average 15+years at AMCO and broad industry experience coupled with high academic achievements and memberships across the major professional bodies.
My academic qualifications include an Executive MBA from the University of Sydney & the University of New South Wales, Bachelor of Business (Accounting) and a Diploma of Financial Planning / FASEA certification.
In 2012, I was fortunate to be invited and completed a Strategic Leadership Program at Stanford University (US) – Stanford Graduate School of Business.
My professional memberships and licensing include:-
• Fellow with the Institute of Public Accountants (FIPA),
• Fellow with the Tax Institute of Australia (FTIA) – Chartered Tax Adviser,
• Member of the Association of Taxation and Management Accountants (MTMA),
• Member of the Financial Advice Association of Australia (FAAA, AFP),
• External Examiner with The Law Society of NSW,
• Member of The National Tax & Accountants of Australia (NTAA),
• Tax Agent Individual and Corporate (Tax Practitioner Board), and
• Financial Planner Individual and Corporate (ASIC)

(1) With respect to Tax Planning and Improvements, a Chartered Tax Adviser (CTA), holds the most prestigious chartered qualification in professional tax expertise and is recognized internationally.
It is the highest standard for Tax Advisers who have extensive experience and commitment to being at the forefront of the profession, are of the highest calibre and can be relied upon to provide the highest quality tax advice to business and personal clients. ( Tax Institute of Australia )