Stan commenced his broad working life in the financial markets and holds many professional qualifications, including a Bachelor of Business (Accounting). Stan is a banking veteran with Business Development and Strong business analysis skills. For much of his career, he specialised in global capital markets, arranging transactions on behalf of banking institutions in the Treasury Dealing arena and spent many years in the European and New Zealand dealing rooms.
Since returning to public practice, he has worked predominantly in the fields of tax and superannuation over the past 20 years. Working with clients from business start-ups through to mature businesses, Stan’s personal philosophy is to apply all his knowledge and many years of broad experience to every client taking them to financial possibilities beyond their expectation. His years of experience provides him with a thorough understanding of the compliance and taxation needs of his clients, however it is in the areas of tax planning, business structures, asset protection and succession planning that he provides added value to his clients. Stan now focuses on superannuation compliance, and taxation in an SMSF context.
Stan regards Boss Private Clients as his own and is understandably and ensuring ambitious strategies are consistently aligned to the long-term goals of the business and client. It is this approach that also shines through in his dealings with the clients he mentors them through complex SMSF issues and helps build their knowledge on all things super.