Business Advisor & Taxation Specialist for SMEs

Simon is an experienced business and specialist taxation advisor focusing on the SME market, particularly private clients and high net worth groups. He has a passion for assisting his clients to grow and to maximise their wealth.

Simon is a Chartered Accountant and holds a Masters of Applied Taxation. He enjoys working through complex taxation issues and providing his clients with commercial and practical solutions.

Simon takes a holistic approach to his clients’ affairs, assisting with business growth, succession planning, superannuation, retirement and estate planning.

Simon is a member of the Moore Stephens National Property and Construction Committee and works with clients in relation to various types of property projects.

Simon’s clients span a wide range of industries including Construction, Tourism and Hospitality, and Wholesale.

Areas of expertise:

  • Client growth and wealth maximisation
  • Complex taxation issues
  • Wealth structuring including superannuation, estate planning, succession planning and retirement planning