Louise provides strategic advice, structuring solutions, tax compliance and family office services to high net wealth individuals and families, senior executives and private business owners.
With a pragmatic and commercial approach, Louise applies technical knowledge and experience to develop strategies and to solve problems for clients. She takes the time to understand her client’s financial goals, and to work together with their other advisors, to build long term strategies to achieve their financial objectives. One of her strengths is her ability to explain complex concepts in a straightforward way.
Louise’s expertise extends to advising on discretionary trusts, deceased estates, estate planning, philanthropy, asset protection and succession planning.
As an accredited SMSF Specialist Advisor, Louise’s strategic advice and technical expertise on self-managed superannuation funds (SMSFs) maximises individual and family investments and ensures compliance with superannuation rules. Louise’s comprehensive superannuation expertise also includes providing taxation advice to a broad range of employers on their superannuation obligations.
Louise has been with the Sydney firm since 2015 and joined the partnership in 2016.
Qualifications and Memberships
- Bachelor of Economics (Accounting)
- Graduate Diplomas in Taxation and Financial Planning
- Chartered Tax Advisor, The Tax Institute
- Member – Chartered Accountants Australia and New Zealand
- SMSF Association SMSF Specialist Advisor
- NSW Justice of the Peace