In a world of taxation jargon that few without accounting degrees understand, lies the clear cut, useful advice that Jeff and his team put together for clients every day. For over 40 years’ working with family businesses, high net worth individuals and not-for-profits, Jeff’s aim is to deliver timely strategies to his clients to help them do better in their businesses.

Specialising in small business strategy and tax planning, Jeff enjoys building long relationships with his clients, as much as he enjoys watching them succeed. Jeff holds a Bachelor of Business from UTS and a membership to several accounting bodies. He was one of the youngest partners at Trumans at the age of 28!

In the office he is known as “the funny guy”, but his colleagues might say that the funniest thing about Jeff happens to be his golf swing!

When he isn’t playing golf, Jeff can be found gardening, visiting galleries, watching most sports, reading good books. His most irrational belief is that his religious recycling of milk bottles will save the planet but his admiration for management gurus such as Marcus Aurelius, Napoleon and any successful English Premier League manager inspires him daily.

Qualifications:

• Bachelor of Business (UTS)
• CA
• CTA
• MAICD
• Tax Agent

Areas of specialty:

• Small business
• Tax planning

Career highlights:

• Partner at Trumans Chartered Accountants at 28
• Successfully advised and represented many clients from many different fields for over 35 years