Skip to content

ABOUT

Technical leadership.
Expedient communication.
Unwavering commitment to project completion.

Who We Are

S&B Private is a boutique provider of outsourced finance support services for organisations.

What We Do

We provide agile, quality focused resources to finance teams within organisations. Areas in which we operate include finance and accounting outsourcing, tax compliance, tax advisory and CFO advisory. Our clients come from a diverse range of industries, including:

Wei is a trusted advisor to privately held client groups and emerging corporates. He has a unique understanding of the needs of both business owners and finance executives, having accumulated experience consulting on taxation matters in public practice and leading finance teams in a commercial environment.

Delivering commercial solutions to complex problems is the enduring challenge that Wei has dedicated his career to addressing.

Qualifications/Memberships:

  • BComm (Accounting) (Monash University)
  • BA (Psychology) (Monash University)
  • Chartered Accountant
  • Chartered Tax Adviser
  • Registered Tax Agent

David has over 10 years’ of experience working in the private client space, predominantly with SME’s and not for profit organisations.

He regularly works with business owners to design and implement complete finance outsource solutions in a range of industries including accommodation, hospitality, medical, construction, property as well as the not for profit sector

With diverse career experience in both tax and accounting, David is passionate about advising private business owners on improving their internal finance processes, leveraging a combination of specialist human resources and technology.

Qualifications/Memberships:

  • BBus (Accounting) (Swinburne University)
  • Institute of Public Accountants
  • Registered Tax Agent

Michelle has over 9 years’ experience working with private client groups and emerging corporates, including time spent in private client tax at a Big 4 professional services firm and at a UHNWI family office.

She has worked closely with a diverse range of businesses in the fashion, travel, technology and property industries, helping them build out a cost-effective and efficient finance function and has served as an interim Finance Manager where required.

She regularly supports inbound private clients to establish their Australian operations and navigate the complex Australian tax and compliance landscape.

Qualifications/Memberships:

  • BComm (Accounting & Management) (University of Melbourne)
  • Chartered Accountant
  • Chartered Tax Adviser
  • Registered Tax Agent

We provide the resources you need to drive efficiency and deliver business outcomes on budget and on time.