Qualifications:
- Chartered Accountant (CA)
- Registered Tax Agent
- Registered SMSF Auditor
- Bachelor of Commerce (Flinders University)
Expertise:
- Advisory Boards with Clients
- Business Structuring
- Cash Flow Forecasting & Reporting
- Strategic Planning
- Succession Planning & Intergenerational Change
- Tax Planning & Advice
About:
Mark values personal relationships with his clients to help them achieve their business and financial goals. This often involves close collaboration with key stakeholders, including family members, financiers, financial planners, agronomists, and consultants.
Specialising in advising farmers and businesses on strategic planning, taxation, cash flow, and succession, Mark frequently participates in client advisory boards that meet regularly throughout the year.
Growing up on his family's farm in Padthaway and owning farm properties himself, Mark has a deep understanding of the issues and conditions that affect businesses in the South-East of South Australia and Western Victoria. This background enables him to provide considered advice tailored to his clients' and their families' needs.
As a Chartered Accountant since 2001, Mark brings extensive experience from his career, working with clients on business growth, generational change, and asset protection. He also spent eight years in a middle-tier accounting firm in Adelaide and a year in Ireland, gaining international and corporate experience.
In his personal time, Mark enjoys spending time with his family and has a passion for all sports and community involvement. His commitment to his clients and community highlights his dedication to making a positive impact.
