Simon holds a Bachelor of Business (Accounting) degree and is a member of the Institute of Chartered Accountants. He gained his training with KPMG in Sydney and spent 4 years in the United States in a tax practice. Simon has also worked in commerce as a management accountant for large corporations.Simon has over 20 years experience providing taxation and business advice to a diverse range of clients including retailers, professionals, professional service organisations, local subsidiaries of international corporations, high net worth individuals and family groups.
By taking the time to listen to clients and understanding key issues and their plans going forward, he is able to create solutions specifically to address those issues and importantly how they relate to the overall plan for that particular client.
Some key recent assignments and projects include:Tax advice in regards to the sale of a successful business. Preparation of management reports for board reporting and representation at board meetings.
Strategic advice to assist with the sale of a key family asset.
Valuations of various businesses, as a basis for shareholder actions, and family law settlement negotiations.
The Team of Sydney Tax Advisory
A Fellow of the Institute of Chartered Accountants
in Australia and holds a Practising Certificate with the Institute. Adrian is a Chartered Tax Advisor of the Tax Institute of Australia and is a Fellow of the Institute of The Governance Institute of Australia.
Is admitted as a Solicitor and has thirty years experience.