Jose is an exit strategy specialist, experienced business owner and entrepreneur with decades of practical accounting experience. He has provided tax, corporate advisory and business advice to a variety of clients including small family-owned businesses, high net worth individuals, large corporate clients as well as Australian subsidiaries of foreign companies.
Jose is a natural mentor and leader who generously imparts wisdom to create success for both experienced and novice accountants and business owners. He’s an opportunist and has a knack for building diverse but complementary teams.
Jose is proudly part of an elite group of business professionals who have earned the right to use FCMA after their name – Fellow of the Chartered Management Accountants from the Chartered Institute of Management (CIMA), through demonstration of multiple years’ strategic leadership experience. He is also a Fellow of the Institute of Public Accountants (FIPA) and a Fellow of the Institute of Financial Accountants (FFA). After completion of a Diploma of Financial Planning (Dip.FP), and tax training through the Chartered Accountants of Australia, Jose added the Chartered Global Management Accountant (CGMA) designation to his list of credentials, demonstrating his ability to not only be an expert strategist in all aspects of business but also his desire to be a knowledge leader in the industry.