Principal - Private Enterprise
Stacey has over 25 years of experience advising privately owned family groups, investors and individuals, providing comprehensive business and tax advice.
She works closely with her clients on taxation, compliance and structuring matters, supporting both their business and personal needs. Stacey has played a key role in helping clients unlock growth and navigate significant transitions, with many evolving from small businesses into large organisations and family groups.
She has also advised on business sales and restructures, supporting clients as they transition their focus towards investment and wealth preservation.
Stacey works across a range of industries, with particular experience in the real estate and construction sector, advising clients with both development and investment interests. She also supports clients across industries such as retail.
Key examples of Stacey’s work include:
- advising on the structuring and financial aspects of purchasing new businesses and investments
- supporting clients in their engagement with regulatory bodies such as the Australian Taxation Office
- providing advice regarding the tax and financial considerations on the sale of investments
- Chartered Accountant
- Chartered Tax Advisor - The Tax Institute
- Graduate Certificate of Financial Planning
- Bachelor of Business (Accountancy)
- Bachelor of Laws (Hons)
