Sharon joined PS&Co in 2014 and is passionate about creating a sense of partnership with her clients. She enjoys taking clients on an education journey of understanding their financial and investment affairs, equipping them with knowledge and tools to take control of their business and direct the course of their future.
Her core areas of expertise are in:
- Business planning and tax minimization strategies for businesses and individuals
- Providing tax compliance, financial and commercial feedback and analysis of the business
- Systems and process review
- Self-managed superannuation fund reporting and advice.
Sharon is an experienced finance and accounting professional, with over 15 years’ experience in a range of corporate finance assignments, including mergers and acquisitions, valuations, and financial modelling, and has a strong background in project management, financial analysis and internal and external audit.
During her career, Sharon has held senior roles in an advisory and in-house capacity, both in Brisbane, Australia and Tokyo, Japan. She has extensive experience in financial and professional services, including three years in Investment Banking in Japan and many years working for the Big 4 Accounting Firms in Australia and Japan. Sharon is results driven, solution-orientated, and passionate about continuous improvement and process efficiency.
Sharon is a Chartered Accountant and her qualifications and licences include a Bachelor of Business (Accounting), Masters of Business (Applied Finance) and a Masters of Business Administration (MBA) from the Queensland University of Technology. She is a registered tax agent, RG146 compliant and a sub-authorised representative of PS&Co Financial Services Pty Ltd (CAR of GPS Wealth Limited).
07 3849 4963
Unit 7 - 51 Freda St
Upper Mt Gravatt, Brisbane