“It’s about putting our clients’ needs first and practising what we preach.”
Rachael Wade
Partner, Business Advisory
Rachael has been integral in strategic planning, superannuation and taxation issues for clients for over 30 years and believes in building strong relationships built on trust.
With an open and hands-on approach, Rachael works with her clients to understand their long-term objectives and takes pride in being able to respond and adapt well to her client’s needs.
Rachael’s clients span across a range of sectors, including restaurants, retail, medical and manufacturing. Her collaborative approach enables her to identify when to consult other experts, so clients receive the best advice possible, at the right time.
With a keen eye for detail, Rachael’s a natural problem solver.
Her in-depth knowledge and experience working across a variety of self-managed funds and taxation issues allows her to understand the unique challenges and opportunities for her clients.
Rachael also gives her time to the William Buck Foundation and other non for profits. Outside of the office, you can find Rachael spending time with her family at local beaches, on walks or travelling.
The Facts:
Core Expertise
- SMSF specialist
- Business taxation and planning
Qualifications
- Associate Diploma in Business, majoring in Accounting
- Member of the National Institute of Accountants
- Affiliate of Institute Chartered Accountants
- Chartered Tax Advisor
- Registered Tax Agent
- Justice of the Peace
- SMSF Association
Industries
- Medical
- Manufacturing
- Wholesale & retail
- Superannuation
