We protect your interests. Our philosophy is to establish a strong, personal relationship with you. This allows us to be fully aware of your personal and business circumstances and as a consequence we are able to advise you properly and within an acceptable time frame.
Rubicon Group has a proven track record at achieving significant tax effective outcomes for clients. Our deep understanding of tax law, combined with our innovative, practical, purpose built tax management solutions allows us to truly put our clients’ interests first. We fastidiously apply taxation law to our clients’ advantage.
At the core of our business is the power of strategic planning. Unlike many advisors, we are not crisis-driven.
Using our professional team, we identify potential strategies for clients. We then implement robust solutions, which provide you with a dual advantage:
Bruce’s experience was initially in commerce (having spent many years with Unilever Australia Limited) and then in the Accounting Profession. In the accounting profession he held a senior position with Davey Financial Management Pty Limited in their tax department and was a tax manager with Ernst & Young. Bruce conducted an accounting practice for approximately 7 years and for the past 5 years have been a principal with Rubicon Group.
Bruce holds the following qualifications:
Bruce is currently undertaking a second doctorate.
Bruce is a member of the Law Society of NSW, Society of Notaries of NSW, Taxation Institute of Australia, National Tax & Accountants Association, Australian Society of CPAs (taxation specialisation), Financial Services Institute of Australasia, The Australian and New Zealand College of Notaries and the Financial Planning Association of Australia. He is also a Registered Tax Agent and Public Notary.