Our people are the heart of this business

For 30 plus years I have been working and advising families and their businesses.

Sure,  I help people with the boring but essential stuff that makes them sleep at night. Things like their compliance and banking obligations.

These are important – but it's the things that keep you awake at night, which is where my passion lies. I enjoy working with families who live in the grey - those who don't quite fit into the black-and-white world. The grey can be anything: a new business or sale opportunity, tax controversy,  how to equitably distribute family wealth among children, ensuring your estate plan will protect your children, and how to stop the family business from destroying the family.

Whatever the issues, I will work with you to identify solutions that allow you to sleep better at night.

I have more than 20 years of experience in business, and I'm passionate about working with businesses and their owners to help them achieve their strategic objectives and goals.

I enjoy building strong long-term relationships and have advised businesses from the startup phase, family succession, and a business sale. I also have a keen interest in Family Office services, where I have worked with prominent families locally and internationally on matters of governance and structures.

I hold a Bachelor of Commerce (Honours) in Accounting from the National University of Ireland, Galway. I am a member of the Institute of Chartered Accountants in Australia and New Zealand and a member of the Taxation Institute of Australia.

I love working with families and their business interests across a range of industries.

With more than 20 years of experience, I provide my clients with accounting, taxation, structuring, succession, estate planning, superannuation and business strategy needs. My guiding principle is to provide my clients with the confidence and comfort to navigate through life's journey by taking a holistic view in distilling the complex into clear, actionable advice.

For over 15 years with Chapman Eastway, I have enjoyed working collaboratively with individuals and their family groups to service their growth.

With an ambition to establish genuine, long term relationships with clients and their families, I aim to provide tailored advice and use my wealth of knowledge to find invaluable solutions.

This can make me front of mind at family discussions, not just for general compliance matters, but also for the problem solving and thought provoking advice.

In addition to helping families who operate and invest in a wide range of businesses and industries, I have a passion for agriculture, succession and philanthropy and the importance they play in modern society.

I am honoured to use my specialist tax expertise and experience to journey alongside clients, helping them achieve their goals and aspirations. I love working with multi-generational families, in relation to their tax affairs and more holistically in helping with the protection and succession of family legacy and wealth.

It is a great privilege for me to be a part of a firm with such a rich heritage that has always been dedicated to building strong, long-term relationships. Empathy lies at the centre of how we engage with each other and clients alike, which is something I value very much.

I have been providing tax training to accounting and legal firms for 30 years from first tier firms down to smaller firms. I am passionate about converting complicated tax concepts into plain English for practical use by professionals. I have also been a regular presenter for all the major accounting bodies, CAANZ, CPA, TTI and IPA.

Prior to setting up my tax training business I was a tax consultant with second tier accounting firms. In addition to the “normal” work of tax consulting, part of my role was mentoring staff and running in house tax training sessions.

Over my career within the accounting profession, I have witnessed many changes which have made the profession more inclusive and family friendly.

I am excited to be involved in mentoring the management team at Chapman Eastway and in chairing their Board meetings.

I am a Fellow of Chartered Accountants Aust and NZ, and a Chartered Tax Advisor of The Tax Institute and I hold a Masters in Taxation from the University of Sydney.

For over 20 years I have been working with professional service firms to improve the value they deliver to their clients and their teams, through stronger culture and communications.

I am passionate about bringing brand to life across a whole business, and seeing the significant shift in a firm’s momentum in doing so.

Throughout my career in brand development, I have helped many leading accounting and tax planning firms to clearly understand, and confidently articulate, who they are at heart, what makes them unique, and why they are so valued by the people they work with.

I am delighted to be part of the Chapman Eastway team in this capacity, helping the firm to continue building upon its proud reputation as a truly relationship-focused business. A firm with tremendous talent and energy. People who empower people, with their immense ‘Wealth Within’.