Our Team

Vaughan is a principal of the advice business and established the firm in 2001. He is a Chartered Accountant with a Masters of Applied Finance who has worked across the globe on complex issues in accounting firms, merchant banks and the financial markets for the past 28 years.

This extensive experience and qualifications assists Vaughan clients in really understanding their issues, the options available to them and the most effective solution to help them.

Vaughan has lectured on various financial topics including investing, financial planning and derivative theory across his career.

QUALIFICATIONS

SMSF Specialist, SPAA
Chartered Accountant, CA, designated Financial Planning Specialist
Master Of Applied Finance, Macquarie University
Bachelor of Business, Curtin University
Advanced Standing, Financial Planning Association of Australia Ltd

MEMBERSHIPS

Associate, Institute of Chartered Accountants, Australia
SMSF Professionals Association of Australia (SPAA)
Financial Planning Association of Australia
Dimensional Fund Advisors

EXPERIENCE

Principal & client adviser, for over 20 years.
Vice President – Risk Manager, US Merchant Bank, for 5 years.
Computer systems & derivative accountant, US Merchant Bank, for 6 years.
Audit manager & computer consultant, accounting firm, for 4 years.
Previously, Member of Board of Directors, Muscular Dystrophy Assoc NSW

In his spare time, Vaughan is an enthusiastic family man and loves spending time with his wife and two children. He enjoys stand-up paddle surfing, surfing, cycling, sailing and skiing.