Our Accredited Advisers and Accredited Firms have been selected as industry experts from around the country – all have many years of business experience and practice in advising business owners. They have undertaken our induction and advanced training programs and are licensed by us only after rigorous testing and accreditation.
They use our proprietary models, tools and templates to assist clients to maximise business value and achieve a successful exit. They are subject to our internal quality control models and come with our endorsement.
Llew is the Director of a very efficient and well-organised team of professionals. He is a Chartered Accountant with over 20 years’ experience and is also a CTA with The Tax Institute. His practice LG Accounting Solutions serves medium and small business owners by providing customers with the best tax and wealth creation advice. LGAS has grown by a compound rate of over 20% per year or 15 years. This bears testament to what they do for their customers.
Chartered Accountant (CA) | Certificate of Public Practice | Chartered Tax Adviser (CTA) | Registered Tax Agent
Brian is an FchFP Chartered Financial Practitioner, and FPA Accredited Financial Strategist with over 30 years’ industry experience. As a successful and established business Principal, he specialises in working with directors and senior staff of small and medium businesses. His aim is to help them develop and implement integrated and overarching strategies that ensure they meet their own business and personal financial goals. Brian is aiming to make a difference to clients’ business and financial success by offering great advice that is in their best interests.
DFS, Financial Services | ADFS, Financial Services | Fellow Chartered Financial Practitioner
Steve is a Chartered Accountant and spent 12 years as a Director of MGI Parkinson. He established Acuity Coaching and Consulting with Rob Bentley in 2006 and has been coaching and consulting to Small and Medium Enterprises (SMEs) since then, focusing on Strategic Planning, Structure, Culture and Succession Planning. In addition, Steve provides Leadership Coaching and Mindfulness Training to senior personnel and Managing Directors of those businesses. Steve is an accredited DISC Consultant and a fully qualified instructor for Mindfulness Based Stress Reduction (MBSR). Steve’s tax and structuring background together with 15 years’ experience helping SMEs grow and implement their succession plans have enabled him substantial practical and technical experience in succession planning. Joining Succession Plus as an Accredited Adviser complements his skillset.
Paul is a Fellow of the Institute of Chartered Accountants Australia and New Zealand. He established New Alldale in 1995 to provide Management Accounting and Information reporting services to clients in WA. His target market is small to medium sized businesses (SMEs) and not for profit organisations (NFPs) who are ready to go to the next level but require the structure and resources to enable growth to happen. Paul’s passion is helping businesses grow through the systemisation of their business processes and the integrity of their management information reporting.
Paul Baggetta has been a Taxation Accountant for over 35 years (since 1981), a Financial Planner since 1998 and in 1993 qualified as a Real Estate Licensee, holding a Triennial Certificate (currently not trading), and operated his own Real Estate business for property investment clients for over 5 years as a second business. Paul Baggetta’s experience and combination of skills is unique and effective.