I am a financial specialist with over 14 years' experience. As a Specialist Private Banker, I am dedicated to providing practice finance solutions to medical and dental specialists, including radiologists and orthopaedic surgeons, and allied health professionals across Queensland.
Over the past nine + years, I have been proud to assist my clients by providing complicated finance arrangements, including:
- Multiple partner practice buy-ins, working with more large groups of practitioners
- Complex borrowing arrangements involving trust entities and self-managed super funds
- Day surgery set-up with multiple specialists, including property acquisition, fit-out, equipment finance and working capital
- Goodwill acquisition for purchase of interest across various medical partnerships/associateships
- Practice premises acquisition for new set-up, relocation or expansion for a range of specialist healthcare practitioners
I am passionate about offering my clients the highest levels of service so that they get what they need when they need it. If you would like to discuss how I can help you establish a personal and professional financial framework please feel free to get in touch.