Most of the clients that we deal with are the underdogs – small to medium sized enterprises which are often mums and dads and family businesses – i.e. private clients. Being in Private Advisory allows you to engage not only with the clients but their accountants and financial advisers as well, so there is enough knowledge and collaboration amongst all advisers in order to provide a full service to them. No one likes paying too much tax or losing assets that they have worked hard for, so being able to assist is rewarding.
Don’t take it personally!
Don’t be afraid to take a rotation through a practice area which you haven’t studied at university. I had never studied tax or succession at uni, but after trying a few different areas it turned out this was the right fit for me.
Fishing my way around the world – I am still waiting for Shimano to sponsor me. Then Shimano can pay for my trip to Oman for GT (giant trevally) fishing. Those things are monsters over there – Google it.
Cooking, eating and fishing.