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Partner Steven is a specialist in audit and compliance matters for the financial services industry. He was previously a superannuation partner at Deloitte and has held senior executive compliance roles in ANZ Private Bank and Macquarie Bank. He is a member of the Institute of Chartered Accountants Financial Planning Chapter and holds a Master of Economics degree. Steven is responsible for the audit sign offs of APRA regulated superannuation funds, self managed superannuation funds and AFS Licensees. |
Phone: 02 8256 2120 Email: Steven |
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Partner Adrian Raftery specialises in tax structuring issues of financial services businesses and financial services products. He holds an MBA in finance and has specialist qualifications in investment and financial planning . Adrian is a a Fellow of The Tax Institute of Australia and a member of The Institute of Chartered Accountants Financial Planning Chapter. He has over 15 years experience in public practice. In previous roles he has worked as an option trader on the Australian Stock Market. He is a member of the Securities Institute of Australia and has detailed financial markets expertise. |
Phone: 02 8256 2100 Email: Adrian |
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Partner Ian holds an MBA and specialises in GST. Ian has consulted to a range of AFS Licensees on GST implications for financial services industry participants in both business and product structuring. Ian is a Chartered Accountant with over 18 years experience in tax practice. |
Phone: 02 8256 2112 Email: Ian |
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Partner Andrew specialises in pension strategies and for superannuation funds. He is currently responsible for ARW Mac's Super Choice consulting and he advises a number of funds on employer requirements. Andrew is a Chartered Accountant with over 15 years experience. He holds a Graduate Diploma in Financial Planning and worked for a number of years in financial markets in London. |
Phone: 02 8256 2111 Email: Andrew |