ABOUT US

Steve Wilson

Education 

• Degree in Economics from The Australian National University (ANU)

• Graduate Diploma of Economics ANU

• Graduate Diploma in Finance and Investments from The Securities Institute of Australia

• Graduate Diploma of Tax Law from the University of New South Wales

• Graduate Diploma of Applied Tax Law from the Taxation Institute of Australia

• Certificate of Applied Tax from the Taxation Institute of Australia

• Specialist Self Managed Super Fund Course with Kaplan Australia

Memberships

• Registered Tax Agent with the Tax Practitioners Board

• Registered ASIC Agent with ASIC

• Fellow of the National Tax & Accountants Association

• Fellow of the Taxation Institute of Australia

• Formerly a Certified Financial Planner with the Financial Planning Association of Australia (recently left the industry)

Experience

• I have been self employed since I was 29 years of age

• I have previously owned and successfully sold an accountancy practice

• I have previously run a financial planning practice since I was 29 years of age, recently just left the industry

• I currently own and run a successful accountancy practice, my 2nd practice, for 10 years now

• I have owned and run professional small business practices both as a sole trader and as a partner in a partnership being very aware of the advantages and disadvantages of both, the pit falls to watch for and what to do to make each successful

Hobbies

• I like the gym and am an avid amature powerlifter

• I like high altitude climbing having attempted several 7,000m plus mountains in South America and Central Asia

• I like downhill mountain biking and did three weeks in the Andes in Bolivia for my 40th birthday

• I like all things about the mountains from abseiling, canyoning, rock climbing and hiking​​

Our Specialist Consultant Team

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.