JR Pharmacy

Background

Brett’s clients benefit from his extensive public practice expertise and knowledge, with over 20 years experience in the industry, which includes 18 months in a CFO position in the UK.

The specialist experience that Brett has gained throughout his career has enabled him to cater towards a variety of industries any services.  Some of Brett’s broad service offerings include - taxation advice and management, structuring and asset protection and estate planning.  Brett also provides the full wealth creation and preservation service, working closely with our wealth management and superannuation divisions.

Areas of Expertise

• Structuring:  structuring to balance the commercial, taxation, asset protection and succession needs of family owned businesses
• Retirement and estate planning:  superannuation, financial and philosophical planning for retirement, and family estate planning including direction on construction of Wills
• Accounting:  Annual statutory financial statements, management financial statements, KPI development and reporting, bank covenant reviews, financial modelling and cash flows etc
• Taxation:  Consulting and tax return preparation, GST, CGT and structuring

Industry Experience

• Health care
• Property
• Hotel
• Construction

Memberships & Qualifications

• Bachelor of Business in Accounting
• Director of JR Securities Ltd and Pitcher Partners Wealth Management Pty Ltd
• Graduate Diploma in Applied Finance and Investment
• Member of the Financial Services Institute of Australasia
• Member of the Institute of Chartered Accountants
• Member of the Taxation Institute of Australia
• Registered Taxation Agent
• Representative (Australian Financial Services Licence)