Geoffrey Taylor CA, SSA

Executive Director                                                             Strategic and Wealth Solutions

 
 

Geoffrey joined Kidmans Partners in April 2007.

He is a qualified Chartered Accountant with over 25 years experience. Geoffrey specializes in working with small and medium sized enterprises, Individual investors and Trustees of superannuation funds. In addition to guiding his clients through their taxation compliance issues, Geoffrey’s focus is to assist his clients maximize their business and personal wealth.

Geoffrey’s experience includes business Profit & Loss forecasting, Cash flow reporting, New business set ups and tax planning.

As a member of the Financial Planning team at Kidmans Partners Geoffrey also provides advice on superannuation, investment and risk protection.

Industries Geoffrey is involved with include Medical and Health services, Legal services, Building and construction, Manufacturing, Retailing, Import and Wholesale.

Professional Qualifications and Memberships

  • Member of the Institute of Chartered Accountants in Australia
  • Registered Tax Agent
  • Authorised Representative of Count Financial Ltd
  • SMSF Specialist Advisor™

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