Mitchell joined our firm in 2006 and has over 10 years' experience in all areas of superannuation, particularly Self-Managed Superannuation Funds (SMSFs).
Mitchell is highly respected for his accessibility as well as his extensive superannuation expertise, knowledge and experience in all areas of superannuation taxation and compliance.
Mitchell is qualified as a superannuation fund specialist with the Institute of Chartered Accountants and heads the Superannuation Fund division of our Wollongong office.
In addition to his superannuation expertise, Mitchell has comprehensive knowledge and experience in estate planning and personal taxation.
Areas of expertise
- Self-Managed Superannuation Funds
- Superannuation Taxation Strategies & Compliance
- Retirement & Pension Planning
- Estate Planning
Qualifications & memberships
- Bachelor of Commerce
- Member, Chartered Accountants Australia and New Zealand
- SMSF Specialist, Chartered Accountants Australia and New Zealand
- Diploma of Financial Services (Financial Planning)
- Authorised Director/Representative of HLB Wealth Management (Wollongong) Pty Ltd
- Justice of the Peace