Andrew heads the Self Managed Superannuation team in Sydney.
He joined HLB Mann Judd Sydney in 2001 from the Australian Taxation Office in which he held senior roles in the areas of Income Tax, SME Audit, GST and Superannuation.
Andrew’s expertise lies in Superannuation. He provides advice to superannuation funds with a focus on SMSFs and high net wealth investors in the areas of taxation, retirement planning, audit and regulatory compliance. He is one of the “Top Gun” specialists in HLB network and widely recognised as one of the foremost advisors on SMSFs in Australia. Not only is able to provide high level technical advice, but also able to tailor that advice on a practical and commercial level. Andrew has that “peripheral vision” that is rare amongst advisers these days. He is able to see things and anticipate scenarios and then provide outcomes that are in the best interests of his clients.
Andrew is a widely sought after presenter at seminars and a thought leader that is regularly quoted in the media, such as The Sydney Morning Herald, The Australian, The Australian Financial Review and Money Magazine.
Areas of expertise
- SMSF Audit and Compliance
- Retirement Pension Planning
- Superannuation Tax Strategies
- Wealth Management
Qualifications & memberships
- Bachelor of Economics
- Master of Taxation
- Member, CPA Australia
- Registered SMSF auditor
- Authorised Representative, Lonsdale Financial Group Limited