Benjamin came to us with significant experience as a fully qualified CPA specialising in proactive tax planning and business advisory services. His strategic acumen and overall skillset have immediately become a tangible asset to the clients he’s worked with at Advisory Partners.
Always on the look out to conserve his clients’ resources, Benjamin has been drawn to proactive tax planning as it represents a long-term, strategic vehicle for the minimisation of taxation liabilities year after year. With a deeper analysis of planned activities such as gift-giving, real estate transactions or investment portfolio activities, a clear picture emerges of the taxation implications for his clients so informed decisions can be made about their finances.
Similarly, Benjamin is in your corner with the business advice he gives. Running a business is tricky so knowing the strategies and compliance standards as he does, he is able to work closely with his clients, ascertain their goals and chart a course to reach those goals. This course can take into account market turbulence, changes in legislation, superannuation requirements, stockturn, cash flow, staffing and R&D amongst other considerations. Navigating these complexities requires experience and diligence so we are confident Benjamin’s clients are in good hands.
A Geelong resident his whole life, Benjamin is also a keen swimmer, loves AFL and soccer and helps out at The Push for Better Foundation which focusses on mental and physical health.
Qualifications/Memberships
- Bachelor of Commerce (Accounting & Financial Planning Major)
- Certified Practising Accountant
- Virtual CFO
