Solution Wealth Advisory
is a CPA Practice
Solution Wealth Advisory
is a CPA Practice
SWA was developed on the principles of understanding and planning for family wealth management and protection over time, by solving problems, identifying opportunities and building wealth.
Our purpose is to provide meaningful advice to place our clients in a better wealth position.
We do this by advising clients on wealth accumulation so they can enjoy their lifestyle now and in retirement covering the main aspects of financial management: acquiring; nurturing; stretching; protecting; harvesting & preserving.
Our team is committed to working with clients to increase their wealth at each stage of their lives, using a “building futures” philosophy to accumulate wealth through the execution of lifestyle and growth strategies.
We aim to enhance our clients’ opportunity to enjoy their wealth and achieve financial independence.
DIRECTOR
Sean is a qualified CPA with highly developed financial skills, having worked across many industries and organisations as an accountant, manager, financial planner and consultant during the past 25 years. He uses a simple common sense approach to provide his client’s with solutions and strategies to grow their wealth.
Sean has developed Solution Wealth Advisory on the principles of understanding and planning for family wealth management and protection over time, by solving problems, identifying opportunities and building wealth.
Sean also provides management consulting and accounting services through DSC Business Services, partnering with clients, helping them to grow and develop profitable futures. Prior to his work with DSC Business Services, Sean was Chief Operating Officer at Country Racing Victoria having a key role in the strategic development of the organisation.
He has vast Industry Experience includes Accounting, Financial Services, Management Consulting, Sport, the Racing Industry, Franchising, Construction and Local Government.
Sean teaches the Diploma of Financial Planning at Holmesglen Tafe helping educate budding advisers and financial services employees.
