craig meade

director

About

Helping medical professionals achieve financial piece of mind

Country

australia

City

melbourne

Industry

financial services

Skill

accredited mortgage consultant, tax, accounting, wealth management, strategy, superannuation, business strategy, wealth, business development, retirement planning, new business development, strategic planning, management, marketing strategy, strategic financial planning, start ups, investment strategies, sales management, account management, mergers and acquisitions, stakeholder management, contract negotiation, negotiation, portfolio management

Experience

director

dpm financial services

1987-1 - Present · 39 yrs 9 mos

* As a tax & accounting consultant, I am responsible for providing comprehensive and tailored advice to medical professionals; driving tangible savings and ensuring they are in the best financial position to achieve their goals. * Key responsibilities: * Assess and understand clients’ needs and potential concerns. * Investigate and develop effective tax structuring strategies to maximise revenue and help achieve long term objectives. * Manage and maintain a high level of confidentiality with client details and personal information. * Deliver financial solutions that guarantee objectivity in the choice of service/product provider, always in the best interest of the client. * Maintain up-to-date knowledge of the legal and industry regulations that may impact on clients’ financial situations.