||GPO Box A29, Perth , WA, 6837, Australia
||Family Meetings and Retreats, Tax Services, Family Dynamics, Succession Planning, Strategic Planning, Accounting, Governance and Structure, Leadership Development, Next-Generation Development
Agnes has over 30 years of experience in providing specialist succession and estate planning advisory and compliance services to family-owned businesses in Western Australia, in a diverse range of industries. Agnes works with family business owners, their finance teams and managers to develop strategies and implement restructures to ensure their businesses are operating in optimal business structures to facilitate business growth, future exit strategies and tax effectiveness. Agnes also specialises in facilitating the development of goal focused business strategies including business transition, finance and reporting process improvement, cash-flow forecasting, budgeting, sensitivity analysis, business planning and finance proposals. Agnes is a Fellow of the Aus. Institute of Chartered Accountants, holds a Bachelor of Business (Acc.) and a Graduate Diploma, Financial Planning, ASIA as well as being a Registered Tax Agent.