A chartered accountant, Bernard's interests have always been in the private client sphere, long before the terms, high net worth individual, family office, superannuation and estate planning became fashionable.
Bernard specialises in advising private clients, including members of the medical and legal professions and the financial planning industry. His particular interest is Estate and inheritance planning which is inexorably linked with taxation, superannuation and business continuance planning. Associated with that advice is administration of estates and philanthropic foundations.
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Chartered Accountant (Fellow)
Chartered Tax Advisor
Certified Practicing Accountant (Fellow)
Trust & Estate Practitioner
Director I Principal