Professional experience
Carl has more than 25 years' experience in advising business owners and families with investment and property portfolios.
Carl works with SME business owners and partners to provide advice that is commercial and practical. His experience extends across a number of industries including retail, wholesale, hospitality and property development.
Carl works with his clients to establish sound internal processes and customised reporting models that ensure accurate financial reporting that businesses can rely on. He understands the strategic decision-making process and helps guide his clients through this process.
Away from the desk, Carl is kept busy with a very active family! Carl and his wife have three sons and weekends are filled with football or the beach depending on the season. Carl likes to keep fit and he enjoys the challenge of training for the next half-marathon. When Carl eventually stops for a moment he enjoys reading a good crime novel on his Kindle.
Recent examples of work include:
- Implementation of a customised reporting model for a business with complex requirements
- Successful in achieving positive outcomes for a number of clients during audits by Federal and State taxation authorities
- Worked closely with a client and their other advisors to achieve a successful sale of their business through a share sale arrangement >$15m.
Qualifications and memberships
- Bachelor of Commerce
- Member of Chartered Accountants Australia and New Zealand
- Chartered Tax Adviser with the Taxation Institute of Australia
- Registered SMSF Auditor
