Andrew Phelan

Andrew Phelan is a highly experienced and dedicated professional who specializes in providing specialist business and entrepreneurial advice to high net worth clients. With a focus on understanding the unique needs of business owners, Andrew excels in building service offerings that align with client expectations and budgets.

One of Andrew's key strengths lies in his ability to offer guidance and mentorship to younger staff, ensuring their growth and development within the organisation. He is known for his approachability and down-to-earth nature, and his enthusiasm for the profession leaves a lasting impression on his clients and colleagues.

Andrew's expertise spans a wide range of areas, including structuring (sole trader, partnerships, trusts, companies, etc.), division 7a loans, personal services income (PSI), capital gains tax (CGT) and exemptions, state taxes (land tax, payroll tax, etc.), and goods and services tax (GST). He excels in helping clients navigate complex tax regulations and optimise their financial strategies.

Andrew holds a bachelor's degree in Accounting, is a Member of the Institute of Public Accountants (MIPA) and is an associate member of the Certified Practising Accountant's (CPA) body.

In addition to his professional achievements, Andrew is passionate about personal growth and enjoys helping clients achieve success not only in their business lives but also in their personal lives. Outside of work, he enjoys socializing with friends in local bars and cafes and indulging in his love for travel. Andrew is also an avid sportsman, participating in various sports such as AFL, golf, and tennis.