Brian Willett
Founded the firm and has spent over 30 years in accounting and more than 20 in financial planning, working with individuals, companies, start-ups, trusts and SMSFs.
Areas of focus
- Tax minimisation and CGT strategy
- Asset protection and structuring
- Wealth creation and retirement planning
- SMSF and trust structures
About Brian
Brian founded Cashflow Financial Services and has spent more than 30 years in accounting, alongside over 20 years in financial planning. That combination is unusual, and it is the reason the firm runs tax and advice as one conversation rather than two.
The client base spans individuals, companies, start-ups, trusts and self-managed superannuation funds. The common thread is owners and families who want the tax position, the structure and the long-term plan to agree with each other.
The focus is on helping individuals and business owners minimise tax, manage capital gains effectively, and protect their assets through strategic planning built for the long term rather than for one financial year.
Brian's earlier career included roles at Cashflow Consultants, FinCare Accounting, Holden & Bolster Chartered Accountants and Pioneer International.
Qualifications
- ✓Bachelor of Commerce
- ✓Graduate Diploma in Marketing
- ✓Graduate Diploma in Financial Planning
- ✓Certified Accountant
Meet the rest of the team
Gary Ormond
A Chartered Accountant with over twenty years in financial and management accounting, including roles at Deloitte and KPMG.
Guy Ezzeddine
An experienced accounting and finance professional who helps clients understand their numbers, improve financial performance and make informed decisions.
Karen Stevens
Keeps the practice running smoothly, combining accounting expertise with strong organisational and client-service skills.