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Jerry is Partner in Charge of Smart Wealth Advisors. He is able to assess clients’ needs and provide practical and realistic advice to deal with the client’s rick issues .
- jerry@bensons52.sg-host.com
Jerry is Partner in Charge of Smart Wealth Advisors. He is able to assess clients’ needs and provide
practical and realistic advice to deal with the client’s rick issues . He is a professional taxation advisor with
more than 10 years’ experience providing advice to clients including those in the property, investment,
fina ncial services. He also assists global clients to establish their Australian and international operations,
providing initial structuring advice, as well as ongoing operational and compliance support. H is approach to client service involves developing stron g relationships to get to the heart of what matters
most to them. While Jerry’ s core expertise is based around tax and business advice, he works with specialist
teams across the firm to ensure that all areas of his clients’ personal and business assets are looked after,
focusing on wealth creation, risk management, succession and estate planning.