PSZ’s focus is to become your family office. We take the time to get to know you, your family and your business. At PSZ our point of difference is that we are large enough to thoroughly and proactively manage your financial matters and small enough to know your name when you call.
Our clients are not just numbers; we value you and your business as much as we do our own. Let us understand your goals and objectives and we will ensure they become a reality.
As your advisors, you have the support of a competent group of professionals that can manage and advise you in an ongoing capacity across a broad range of services including accounting, tax, SMSF, financial planning, loans, business advice (coaching), estate planning and structural advice.
Our real objective is to help you minimise the cost of compliance and provide you with strategies to grow your business. We will help you grow your revenue, profits and personal wealth. You have worked hard to build a business and create wealth and now that you have these we will ensure your assets are protected and a succession plan is in place to continue the upwards momentum.
Our Partners have over 40+ years combined practical and hands on experience in a wide ranging facet of industries.
I have 20 + years experience in working with entities at an operational level to grow and secure their business for the future. My areas of interest include tax, superannuation and succession planning for individuals, family groups and small business.
My passion is soccer. After playing at an elite level for 15 years, I can now be found on the field 3 times a week coaching my son’s team. So if you need me on a Tuesday or Thursday please call me before 4pm!
I am a Certified Practising Accountant and have received SMSF Specialist Adviser certification with the Self-Managed Super Fund Professionals Association. I completed a Bachelor of Business, majoring in Accounting.
I have 15 + years Accounting experience specialising in SME's (small to medium entity's) and Audit (non-profit organisation and SMSFs). I graduated from Edith Cowan Universiy in 1995 with a Business degree.
I am CPA qualified and am the go to man for all your business requirements ranging from accounting, tax, audit and everything in between.
I'm an avid Hawks and Wildcats supporter and if I'm not here at PSZ I can either be found at the Perth Arena or the Inglewood Hotel (the only safe place for Hawthorn fans to congregate)
It is 30 years or so since graduating in commerce and taking my first position in the financial services industry, which has set the scene for my current role as a Certified Financial Planner (CFP ™) at PSZ.
With a passion to constantly develop my skills and understanding of financial matters, it is very satisfying to be able to interpret and demystify the complex maze of financial choices faced by our clients. This keeps the focus on the end goal of helping each person to identify and achieve the financial and lifestyle goals they aspire to, and make the most of financial resources available to them.
When not in financial advisor mode, I am an enthusiastic traveller, preferring to explore new and interesting places. It is amazing what can be discovered behind the usual tourist facade by looking into the unique lifestyle that each place or community offers.
'We would like to thank PSZ for your extended time and expertise at our meeting last week. My Wife and I found it most helpful. In the troubled years since the onset of the GFC you have been a great source of help to us. Your patience and your kindness have been as greatly valued as has your expert knowledge'