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Stephen has been a business services director since July 2008. He originally joined the firm in 2001 as part of the taxation advisory division and has more recently focused on business services clients that have specialised tax needs.
Prior to joining the firm, Stephen conducted his own private practice as well as acting as the Group Financial Controller for his family’s manufacturing and distribution business prior to its sale.
He has wide experience in taxation advisory, accounting, superannuation, family office and estate and succession planning matters.
Stephen is a Chartered Tax Advisor with The Taxation Institute, Australia, a member of Chartered Accountants Australia & New Zealand, CPA Australia, a Registered Tax Agent, and a Justice of the Peace (NSW). He holds a Bachelor of Commerce majoring in Accounting and Management (with a sub major in Marketing), and a Diploma of Financial Planning.