Profile

Overview

I have over 27 years’ experience across multiple disciplines which culminates in an enhanced understanding of the key drivers for small to medium business and the value of such businesses.  I am passionate about small business and what makes the business a success and how to optimise that success.

I believe in the fundamentals of providing good valuable service and maintaining open communication.  Outside of work I enjoy time with family and friends and am well known for being very friendly, easy going and open minded.

Qualifications and experience

  • Business Valuation Specialist with Chartered Accountants Australia and New Zealand (CAANZ) (Ref http://www.charteredaccountants.com.au/Industry-Topics/Business-valuations/List-of-BV-Specialists.aspx)
  • Post Graduate Diploma in Applied Finance
  • Bachelor in Accountancy and Chartered Accountant (CA) since 1991
  • Tax Agent
  • Registered SMSF Auditor
  • 27+ years experience including 10+ years as financial controller in small business, 10 years in public practice, 9 years as a business principle and 6+ years specialising in business valuation

Over the past 6 years I have been consulting on an ad-hoc basis with Leadenhall Corporate Advisory which is a nationally recognised specialist providing valuation and advisory services to the mid to large corporate market.  Leadenhall wrote the Australian Valuation Handbook and lecture on valuation methodology on behalf of CAANZ. During this period I undertook additional technical studies in corporate finance and graduated as one of only 14 business valuation specialists in Adelaide.

References are available on request, as well as specific profiles related to specialist consulting services.