Professional experience
Paul has over 30 years experience in the provision of financial accounting and taxation advice, and more than 10 years as a financial planner.
Paul’s extensive experience in public accounting and taxation services includes tax and business consulting to SMEs through to small public companies along with individual tax compliance and advice, including to expatriates; business valuations and strategic wealth creation and financial planning for individuals and business owners. Paul has also worked in the fields of forensic accounting and fraud investigation and has experience with a range of not-for-profit organisations.
Paul has sat on and advised a number of company boards and Finance Committees including a large Private College, a Public Benevolent Institution that grew from a turnover of $300,000 to $50m, various SMEs including Bourne Bathroom & Kitchen Supplies, along with a company in the construction industry and was a founding Board member of Business Network Group Inc.
Paul received the Minter Ellison award for achieving the highest results in Victoria for his Graduate Certificate of Financial Planning. He was also awarded Lonsdale Advisor of the Year - 2021.
Qualifications
Bachelor of Commerce
Senior Associate - Finsia
Member of Chartered Accountants Australia + New Zealand
Registered Tax Agent
Skills
- Financial Services
- Business Advisory
- Corporate Consulting
- Taxation Consulting