Sam is a genuine business advisor to our clients, large and small. He enjoys sharing ideas with clients and creating strategies to help them grow and manage their business.
Sam is a Chartered Accountant (CA), and holds a Bachelor of Agricultural Economics with Honors (B.Ag. Ec. (Hons)).
Before returning to Dubbo in 2011 Sam worked in Sydney with KPMG’s middle market advisory division and then Chapman Eastway.
Sam’s diverse client base includes graziers, irrigation and dry land farmers, medical specialists, engineers, trades and aged care.
Sam is a technically strong tax practitioner and an independent thinker. He is able to analyse complicated taxation matters and then create solutions to the benefit of his clients.
He enjoys assisting clients with business development. He has a proven capability to create accurate cashflow forecasts and strategies to support clients reach their goals. This is appreciated by clients looking to make large asset acquisitions, reviewing finance arrangements, planning a succession or appraising business performance.
Qualifications: Bachelor of Agricultural Economics (Hon.)
Memberships: Chartered Accountants Australia & New Zealand | Registered Tax Agent | NSW Justice of the Peace
Personal: Sam and his wife Jacqui have three young children. After years of playing rugby (he has a cauliflower ear to prove it) Sam now enjoys playing mixed touch football and hobby farming.
Email: samm@mwata.com.au
