Professional experience
Sara has 30 years of experience providing business advisory and tax services to SMEs and large private groups in a number of diverse sectors.
Before relocating to Australia, Sara was an associate partner in a successful UK practice.
Sara helps clients in a range of sectors, including family businesses, private companies, sophisticated private investors, foreign-owned subsidiaries, and professional practices.
Sara prides herself on being a generalist advisor, who helps her clients to grow, transition their business cycle and solve their business needs whilst accessing specialist support when needed.
Sharing knowledge, building long-lasting personal relationships, and helping businesses to achieve their potential is what drives Sara professionally. Her hands-on and practical approach with clients enables them to reach out and access the advice they need.
Sara is also notably the first woman on the national PKF board and represents Brisbane on the National Business Advisory Services Committee.
Recent examples of work include:
- Successfully implementing restructuring for clients whilst ensuring:
- Succession is a focus
- Adequate asset protection
- Reducing tax leakage.
- Designing and implementing tax risk management frameworks for a number of large private entities
- Performing cashflow and forecast modelling to assist external finance and internal buyout
- Advising on and delivering a succession plan for a large family-owned business with complex family dynamics to ensure the desired outcomes.
Qualifications and memberships
- Bachelor of Business Administration – University of Salford
- Member, Chartered Accountants Australia and New Zealand (CA ANZ)
- Association of Chartered Certified Accountants (ACCA)
- Registered Tax Agent
- Advisory Board Certified Chair
