Debbie Marshall

Areas of speciality

  • Structuring for asset protection and taxation effectiveness.
  • Taxation Advisory

Debbie is the technical specialist of the company. She delivers a range of solutions to small businesses to ensure that they are tax effective.

Another of her real strengths is mentoring. Debbie has a fresh approach to supporting small businesses. She uses plain English to explain complex taxation and structuring matters and leaves clients feeling empowered and educated.

Debbie has a highly tailored approach to business problem-solving. She ensures that all asset protection opportunities are maximised.

Michael Messner

Areas of speciality

  • Tax Law
  • International Tax and Double Taxation Agreements
  • Groups and Structures
  • Financial reporting and analysis

Michael fosters close and personal relationships with his clients. He has a deep understanding of Australian and International taxation law. Michael has previously trained professional accountants on the operation of the law and technical aspects.

He has significant experience in finance after having worked in Tier 1 investment banks in Europe, Asia and Australia.

Clients can rest assured that they get the very best advice and tailor-made solutions to meet their individual needs and goals through his personable approach and his ability to break down complex concepts as Michael partners with the clients to execute a well-planned strategy.

Alan King

Areas of speciality

  • Self-Managed Super – Management
  • Self-Managed Super – Strategy

Alan has extensive expertise in self-managed super funds (SMSF).

He uses a comprehensive, structured approach which considers all aspects of a client’s circumstances.

Alan believes that everyone needs a plan. He uses his extensive business
and life experience to accurately identify a client’s unique circumstances and help them to take control of their future.

Scott Grady

Areas of speciality

  • Business improvement.
  • Structuring for asset protection and taxation effectiveness.
  • Business goals and planning.

Scott uses his business improvement and strategic planning skills to help clients increase profits and add value to their business.

He uses the Better Business Program framework, assisting clients to clarify business goals, set realistic targets and plan for succession and retirement.

Clients are held accountable by meeting regularly with Scott and using action items to achieve measurable goals. He works with clients to substantially increase the value of their business.