ABOUT

AFFILIATIONS

Member of the Institute of Chartered Accountants in Australia and New Zealand (CA)

Member of Financial Services Institute of Australia (FINSIA)

Australian Financial Services Licensee

Registered Company Auditor and Self-Managed Superannuation Fund Auditor

EXPERIENCE

More than 25 years of experience in professional practice and industry, including more than 15 years in audit and assurance.

 SPECIALTY ADVICE

Auditor of self-managed superannuation funds of varying size and complexity and other assurance engagements, including companies, not for profits and Australian financial services licensees.

Advised on the setup and structure of not-for-profits, charities and Deductible Gift Recipient entities.

Leo has the expertise, passion and capacity to provide quality, personalised advice assisting clients to deliver value while being competitive in ways larger firms cannot.

Leo has a thirst for knowledge and a determination to help his clients achieve the outcomes they desire.

Leo’s areas of expertise include:

  • Audit and assurance engagements
  • Self-managed superannuation funds
  • Not-for-profit entities
  • Advisory in buying and selling a business
  • Dental industry

P: 07  3253 1500

EMAIL LEO