Ethos
I approach my work with a strong attention to detail, paired with a desire to understand the bigger picture. I have a natural curiosity that encourages me to ask insightful questions and seek out the information needed to fully understand any situation.
Thorough in my approach, I am personable and approachable, which allows me to build trust, engage in open communication, and build long-lasting professional relationships. I remain calm under pressure, maintaining a composed and steady demeanour, which enables me to navigate challenging situations effectively.
Role
With over a decade of experience in international tax, accounting, and trust advisory roles, I manage complex private client structures across multiple jurisdictions including the Cayman Islands, USA, Latin America and Asia.
I work closely with both family and corporate clients, leveraging my experience to provide tailored solutions to meet their unique needs. My expertise spans a broad range of asset classes, ensuring they are protected through appropriate and effective structuring.
Key experience
- Managing complex, multi-jurisdictional wealth structures
- Coordinating with specialist advisors to achieve a wide range of family objectives
Professional memberships
- Member of the Association of Chartered Accountants (CA ANZ)
- Affiliate member of the Society of Trust and Estate Practitioners