Phillip has over 15 years’ experience in providing audit and assurance, taxation and business services to successful clients.
- Taxation services
- Self managed superannuation funds
- Audit & assurance:
– Self managed superannuation fund audits
– Public company audits
– Large proprietary company audits
– Financial service licensee audits
– Income tax exempt charities
– Private ancillary funds
– Trust accounts for real estate, accountants & other licensee holders
- Tax, accounting and corporate secretarial compliance services
- Accounting systems advice
- Selecting appropriate reporting systems for:
– Financial reporting
– Fixed asset management
– Management accounts & cost analysis
- Developing appropriate business systems
- Developing lines of authority to improve timeliness of reporting
- Asset management
- Industry and client experience includes:
– High net worth individuals
– Retiring and retired strategy experience
– Income tax and structuring advice
– Property development and property investment
– Financial services industry
– Manufacturing
– Professional services
Phillip is married with 3 children. His interests are family, sport, food and wine.