Agnes has 30 years of experience in providing advisory and compliance services to privately-owned enterprises in Western Australia. She works with business owners, their finance teams and managers to develop and implement goal-focused business strategies which include effective business structuring, business planning and strategy, finance function improvement, cash-flow forecasting, budgeting, sensitivity analysis and assistance with finance proposals.
Agnes specialises in family business succession, transition and exit readiness advice and works with owners to achieve their succession objectives. Working with small and large privately owned companies, trusts and partnerships involving one or more family groups, Agnes provides advice to enable an orderly business transfer whilst maximising business value to the owners. Agnes also provides advice to business owners regarding asset protection, estate planning and governance.
In the area of compliance, Agnes provides a wide range of accounting services including the preparation of financial statements to meet statutory requirements and financier required financial reports as well as reports for owners and managers. She also provides taxation advice, structuring and strategies as well as preparation of taxation returns for income and indirect taxes to meet statutory obligations. Agnes also looks after the Australian compliance obligations for a number of Australian subsidiaries and branches of foreign companies.
Privately-owned clients which Agnes works with in an advisory capacity include businesses operating in the mining services, manufacturing, retail, agricultural, professional services (legal, medical, architectural, engineering, recruitment), transport and property industries, and including high net worth individuals and families.
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Bachelor of Business (Acc)
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Graduate Diploma, Financial Planning (FINSIA)
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Fellow, Chartered Accountants Australia & New Zealand (CA ANZ)
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Family Business Australia Accredited Advisor
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Registered Tax Agent
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Director and Company Secretary, Radio Lollipop (Australia) Ltd
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Director, Theatre 180 Incorporated
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Past Board Director, Zonta Club of Perth