Our People

Biography

Patrick has over 23 years’ experience providing accounting and taxation advice for businesses and individuals of varying sizes and complexity.  Patrick works closely with business owners and key management personnel to understand their requirements and provide timely and efficient solutions to their business needs.  For Patrick’s private clients, he advises them on a range of matters including structuring superannuation and tax solutions.

SOLUTIONS

Patrick offers a range of services including:

  • business, accounting, taxation and structuring adviceasset_26.png
  • asset protection strategies
  • succession planning strategies for business owners strategic business planning and cash flow management strategies
  • assisting businesses with funding options
  • taxation advice in relation to Income Tax, GST, Fringe Benefits Tax and Capital Gains Tax planning strategies
  • preparation of financial statements and income tax returns for a range of entities
  • superannuation advice
  • outsourced CFO services

SigniFIcant projects

Patrick has worked with a variety of business across a wide range of industries including:

  • property development
  • manufacturing
  • retail
  • pharmacy
  • construction
  • professionals
  • passive investors

Patrick has provided outsourced chief financial officer services to businesses.

Patrick has attended to detailed financial reporting requirements for entities ranging from small investors to ASX listed corporations.

Associations

  • Member, Chartered Accountants Australia and New Zealand

Registrations

  • Registered tax agent

Qualifications

  • Bachelor of Commerce (University of Melbourne)
Publications

Case study: Woodlea

3 December 2020
Woodlea has had a clear goal for the last seven years: as a fully integrated master planned community, provide people in the west of Melbourne with wonderful, affordable homes, along with opportunities like employment, education, retail, commercial, and community services. THE CHALLENGE According to Project Director, Matthew Dean, who overs...

Death is a taxing matter

19 May 2017
There are two certainties in life - death and taxes – simple!  However to complicate matters the two interact producing complexities as well as planning opportunities. Whilst family members grieve the passing of a family member, the family advisor needs to ensure financial and taxation matters are attended to in an efficient ...