Bio
Superannuation compliance and tax advice for high wealth families in Perth and across Western Australia.
I advise high wealth individuals, families, and family groups on superannuation compliance and tax, helping them structure their affairs to achieve better tax outcomes. My clients are based primarily in Perth and across Western Australia, and they come to me when they need someone who can translate complex superannuation and tax legislation into advice they can act on with confidence.
Superannuation compliance and tax have been my focus for more than two decades. I work with high wealth clients on optimising tax outcomes using a range of structures, drawing on detailed knowledge of the relevant legislation. That depth matters when the rules change, when a family’s circumstances evolve, or when a structure that worked five years ago no longer fits. I joined Moore Australia on 1 July 2024, bringing that experience to a firm whose connected, family-feel approach reflects how I prefer to work with clients.
The work I enjoy most sits at the intersection of legislation and real life. Translating legislation into advice is something I find genuinely rewarding, particularly when the outcome makes a measurable difference to a family group’s position. Strong personal relationships matter to me, and I take the time to understand what’s important to my clients beyond the numbers. That’s how good advice happens: by knowing the people, not just the file.
Summer means the beach for me. There’s nowhere better to switch off after a busy week of advice and deadlines. I also love to travel, and one of my favourite parts of any trip is discovering the food. Different cuisines, different cultures, different ways of doing things: it’s a good reminder that the best conversations often happen around a table.
Areas of focus
- Superannuation compliance
- Tax compliance
- Optimising tax outcomes for the family group
Qualifications and credentials
- Registered Tax Agent
- Chartered Accountant
- Diploma in Financial Planning
- Bachelor of Commerce