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“Helping people to find fresh solutions – that’s what I enjoy the most.“
Charis is a natural-born problem solver, with a flair for creative thinking and a drive to help people succeed. Helping clients prosper by finding the best solutions motivates Charis. “The more complex the problem, the more I relish in finding innovative answers.”
Charis is never content to stand still and rises to new challenges with determination. Her unique specialisation in superannuation and tax, allows her to provide clients with expertise across two disciplines.
Charis has built her experience working on the strategic management of interacting taxation and superannuation laws, where she has developed a niche in Self-Managed Super Funds and Small-to Medium Enterprises.
Charis credits her specialised role to extensive development and exposure to multiple service lines over the past decade. Commencing in Business Advisory and then moving to Tax Services, Charis has worked on intricate and complex projects. “The crossover of service-lines has given me a breadth of knowledge, resources and an ability to tap into other’s expertise; unparalleled at other firms. I now have expertise in both fields, which creates excellent outcomes for my clients.”
As a recognised expert, Charis regularly provides technical training for industry professionals and shares her invaluable knowledge as a published author, mentor and presenter. Charis prides herself on the 360 support she gives working hand-in-hand with them to support their existing client relationships.
- Superannuation specialist
- Self-Managed Super Funds
- Small-to-Medium Enterprise taxation
- Bachelor of Commerce
- Member of Chartered Accountants Australia and New Zealand
- Chartered Tax Adviser
- Graduate Diploma of Financial Planning
- Authorised Representative for Wealth Advisors, NSW
- High net worth individuals
- Professional services