Warren started his professional career in the corporate superannuation division of a large life insurance company before moving on to specialise in taxation and superannuation advisory roles (particularly regarding Self-Managed Superannuation Funds) in boutique, multi-disciplined, financial practices.
Working for accounting and advisory firms with a strong small business focus has provided the opportunity to assist clients across a wide spectrum of financial needs; including structuring business start-ups (and spin-offs), detailed taxation and superannuation advice, annual tax planning and retirement strategies.
Warren also has accumulated extensive experience with assisting families and small business owners with valuable Estate Planning and Business Succession solutions as he has been working in this field since the mid 1990’s. He has been accepted as member of STEP (the internationally recognised Society of Trust and Estate Practitioners) which is a designation that only handful of accountants in Queensland hold. He has provided consulting advice to lawyers litigating in this field.
Warren is also a financial planner for Nexia Brisbane Financial Planning. For more information about financial planning services, please click here.
Bachelor of Business (Accountancy)
Diploma of Financial Services (Financial Planning)
Certificate of Superannuation Management
Certified Practicing Accountant
Trust & Estate Practitioner (TEP)
Chartered Tax Adviser (CTA)
Registered Tax Agent
Member of the Financial Planning Association of Australia (AFP)
Taxation & Accounting Compliance
Taxation Planning & Strategies
Estate & Succession Planning
Superannuation Advice & Strategies
Retirement & Investment Strategies