Louie joined Brubacher in 1989 and has devoted more than 28 years in developing his skills and expertise which cover the full spectrum of financial, taxation & business services.
Louie applies extensive knowledge and detailed understanding of highly technical issues to his clients’ specific situation, goals and objectives. Evidenced by his long standing relationships forged with his clients, he is highly respected for the outstanding service, practical and effective advice he provides.
Louie is an SMSF Specialist Advisor™ accredited by the SMSF Association and an ASIC accredited SMSF Auditor. He regularly presents at seminars for Government Agencies.
Adding to his depth and level of expertise, Louie is also a qualified and experienced financial advisor providing tailored advice in a variety of areas including wealth accumulation, wealth management and wealth protection since 1993. Click here to download Louie’s Financial Advisor Profile and the complete list of financial planning services.
Combining his Accounting & Financial Planning experience, Louie is uniquely placed to provide high level and comprehensive services.
Skills & Expertise
Income Tax
Capital Gains Tax
Goods & Services Tax (GST)
Payroll Tax
Superannuation
Self Managed Superannuation Funds (SMSFs)
Trusts (Family, Hybrid, Testamentary, etc.)
Business Structures
CGT Small Business Concessions
Business Valuations
Business Sales & Acquisitions
Business Planning
Cashflow Management
Estate Planning
ATO Debt Management
Dispute Resolution
Human Resources
Property Investing
Memberships & Qualifications
Bachelor of Business
Registered Tax Agent
Certified Practising Accountant
Certified Financial Planner
Specialist Member, SMSF Association
SMSF Specialist Advisor™
ASIC accredited SMSF Auditor
Fellow, Institute of Public Accountants
Member, National Tax & Accountants Association (NTAA)
Authorised Representative of Financial Services Partners
Louie joined Brubacher in 1989 and has devoted more than 28 years in developing his skills and expertise which cover the full spectrum of financial, taxation & business services.
