Professional experience
Brent has over 30 years of experience in the industry. He specialises in providing business management, taxation, superannuation and estate planning solutions to a variety of clients, including healthcare & legal professionals, family businesses and high wealth individuals.
He is a highly respected and trusted adviser whose personalised service approach provides an integrated one-stop solution for his clients and focuses on their business and personal needs.
Brent enjoys working closely with his clients where he assists them to:
- Identify their short and long term goals
- Provide practical solutions to achieve their goals through the use of appropriate structures, tax planning, cash flow management, and superannuation
- Monitor the results and proactively fine-tune them along the way.
Recent examples of work include:
- Assisting clients with their cash flow management and supporting them through planning for their future retirement using the most effective structures
- Guiding legal representatives and trustees through the complex tax and estate issues on the death of a loved one.
Qualifications and memberships
- Bachelor of Commerce (Auckland University)
- Diploma of Financial Planning (Financial Services)
- Member of Chartered Accountants Australia and New Zealand (CA ANZ)
