Chris has been the visionary and leader of Charltons for over 35 years. A Chartered Accountant, Certified Tax Advisor, Tax Agent, member of the Governance Institute of Australia and corporate secretary, Chris commenced his career with Offner Hadley (now part of KPMG) initially as auditor before becoming the assistant to the tax manager. Specialist tax training was undertaken with Enfield Symonds Lowy before commencing practice in 1981.
A hands on approach to client’s tax affairs to ascertain and negotiate the best tax outcomes was the driving force in establishing a reputation for problem solving and proactive counsel. Financial guidance by sifting through the clutter of regulation to establish sold protocols and simple objective advice gives a client a fundamental sense of what is possible and the means to achieve their goals.
“It is particularly motivating to assess and establish the client’s strengths, what they are good at, and the recognition of opportunities,” says Chris.
Satisfaction is the reward when taxes are reduced, refunds increased or seemingly insurmountable problems are dissected and eliminated. There is always a solution, as patience and persistence pays dividends.
There are a number of areas within Chris’ area of expertise. He remains a fully registered company auditor with the Australian Securities and Investments Commission and registered examiner with the Law Society and has not only conducted public company audits, but has recently served as non-executive Chairman and Director of a publicly listed company allowing insights into corporate governance and the “other” side of the audit process.
“It is best to get into the game and work as a team player, not a spectator,” says Chris.
Tax consulting remains a passion and is the core of Chris’ professional expertise. Over the last few years, Chris has specialized in Estate Planning matters and advises clients and other professionals including legal firms on the tax aspects of constructing an effective estate plan, to minimize tax for beneficiaries as well as developing an innovative and unique ‘concierge’ service to reassure the will maker that the usual, often unavoidable conflicts that occur with beneficiaries can be virtually eliminated.
Chris has also provided expert witness reports to various courts and attributes his “forensic” abilities to the early days of auditing.
Chris has compiled a team of experts to collaborate to assist clients irrespective of size or industry. He has not forgotten the importance of the “little fish” nor the professional satisfaction of helping clients, irrespective of means.
Chris also consults on strategy for clients and works closely with a number of external experts, who are introduced to clients as simply an extension of the value we bring to the table. This also engages a number of quality referrers who we have “road tested” and interacted with to ensure they match the expectations set by clients.
- Bachelor of Business Studies B.Bus (NSWIT, now University of Technology Sydney)
- Member of the Institute of Chartered Accountants in Australia – Chartered Accountant (CA)
- Registered Company Auditor No. 2789
- Fellow Taxation Institute of Australia
- Chartered Tax Advisor (C.T.A.)
- Associate of Institute of Chartered Secretaries Australia (AGIA, ACIS)
- Member of National Tax & Accountants Association
- Justice of the Peace
The Seven Deadly Sins to eliminate (Mahatma Gandi)
- Wealth without work
- Pleasure without conscience
- Science without humanity
- Knowledge without character
- Politics without principle
- Commerce without morality
- Worship without sacrifice
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