Stephen is experienced in assisting small to medium size businesses with profit improvement, business growth and development, management assistance, asset accumulation, asset protection, taxation strategies and planning, risk management, succession planning and estate planning.
Stephen has over 30 years’ experience in chartered accountancy and is committed to professional development. Stephen attends many courses and seminars each year to make sure that he is informed of the latest developments in order to ensure he can assist clients when they need advice in a timely way.
This commitment to professional development is further evidenced by, after initial qualification as a chartered accountant, the completion of a Graduate Diploma in Financial Management, Master of Business Administration, Bachelor of Laws with Honours, Master of Laws, Graduate Diploma of Practical Legal Training and the completion of subjects to qualify as a Certified Financial Planner (TM). The Graduate Diploma in Financial Management course concentrated on the small business topics of management, finance, business planning, marketing and related subjects. The MBA course covered general management subjects’ including strategy and human resources but half the course was in the specialist stream in agribusiness. The electives in the law course covered advanced contract law and advanced trust law and the honours component covered an aspect of tax law litigation, legal professional privilege. The Master of Laws included international taxation law, comparative corporate tax law, comparative income tax, the law of tax avoidance and anti avoidance, public international law, private international law and the law of asset protection. Stephen is admitted as a lawyer of the Supreme Court of New South Wales (non practicing).
Previously up until 2008 Stephen had served for a number of years on the business services technical committee of the Bentleys Australia group. This committee developed and coordinated the standard working papers and developed coordinated responses for taxation and business advisory services including assisting with the development of the BOSS (Business Owners Succession System) manual. In 2015 Stephen resumed membership of the business services technical committee of Bentleys Australia.
Financial planning services are also provided by Stephen who is a proper authority holder for Maher Digby Securities Pty Limited a licenced securities dealer.
The object of all these services is the accumulation of assets and establishing your financial security.
As a long term resident of Tamworth there is a commitment to local and regional development through past involvement with the Tamworth and District Chamber of Commerce, Business Enterprise Centre and Tamworth Development Corporation.
Clients can depend on getting the appropriate expertise and level of service for each stage of the development of your business.
When he is not working Stephen enjoys reading, jogging, going to the gym, martial arts training and following rugby and the Pirates Rugby Union Club.
Kathy is the office manager and first point of contact with clients. Kathy had a long career in retail banking before joining us in 2007.
Kathy attends to all of the office administration, correspondence, lodgement of tax returns and ASIC requirements and also assist us to help clients to compile the information for any engagements with us.
When Kathy is not working, she helps her husband on their small farming property and tries to keep up with her four adult children and granddaughter.