Managing Director

Daniel is a trusted tax advisor with over 12 years of experience helping businesses and individuals navigate complex tax matters. As Managing Director of Advance Tax Advisory, he works closely with SMEs and high-net-worth clients to provide clear, practical solutions in areas such as capital gains tax, business restructures, property development, and M&A transactions.

Daniel is a registered tax agent, ASIC agent, CPA, Chartered Tax Advisor, and SMSF Specialist, and holds a Master of Taxation from the University of Sydney.

Daniel combines technical expertise with a genuine passion for simplifying complex tax law. Before founding Advance Tax Advisory, he held senior roles at the Australian Taxation Office, mid-tier and Big 4 accounting firms, advising clients on both domestic and international tax matters.

Tax Manager

Jane brings a strong background in tax compliance and advisory, having gained valuable experience preparing tax returns in boutique accounting firms before joining ATA. Since joining ATA, Jane has refined her expertise across a wide range of client needs, from preparing and reviewing tax returns to liaising directly with the Australian Taxation Office (ATO).

She has successfully managed payment plans and secured penalty remissions from the ATO on behalf of clients, ensuring smoother outcomes and reduced financial stress. Jane is well-regarded for going above and beyond, taking a proactive and supportive approach to deliver accurate, timely results while always keeping her clients’ best interests at heart.

Office Administrator

Ann is ATA’s Office Administrator, dedicated to ensuring smooth operations and delivering a welcoming experience for clients and colleagues alike. She is known for her friendly and approachable manner, as well as her commitment to providing timely, reliable support. Ann plays a key role in keeping the office organized and efficient, helping clients feel at ease while making sure their needs are handled with care and attention.