A N D R E W   A D L E R     BEc.(USyd)  MCom.(USyd/UTexas-USA) FINSIA RG146 Tax Practitioners Board

meAreas of Practice

Wealth Planning
Stable, risk-managed strategies to increase personal, family and business wealth

Superannuation
Self-managed Superannuation
Business Superannuation
Fund choice and performance
Taxation within and outside of superannuation

Tax Planning and Efficiency
Income tax, Expatriates, Capital Gains tax, Investment Properties or shares, Business taxation

Legal-Financial aspects of life changes
Marriage, Changing Employers, Family growth, Business restructure, business and personal risk management

Expatriate Issues
Changing countries, residency implications, overseas income, assets and investment
Retirement overseas

Pre and Post Retirement
Tax minimisation
Withdrawal strategies
Pension Application(including overseas)
Risk management in retirement

Executive and Business Risk Management
Human Resource benefits
Personnel Superannuation and Insurance benefits
Delivering extra value to Staff and Staff Retention

Estate Planning
Beneficiaries
Legal Financial aspects of

Date of Admission

October 1997 – Commenced as a Financial Planner

Financial Qualifications

MCom. University of Sydney, University of Texas(United States of America) completed 2000
BEc. University of Sydney completed 1993
FINSIA(Financial Services Institute of Australasia) RG146 Compliant Sydney Completed 2002

Memberships

Tax Practitioners Board of Australia

Contact Details

T 61 2 8007 5288 Sydney
T 61 7 3194 4397 Brisbane
E info@pelicanfinance.com.au

Clerk

Ms. Lara Holmes

Description of Services

*Wealth creation and maintenance, tax minimisation, expatriate financial planning, self managed superannuation, superannuation for Expats.
*Life changes in circumstances such as marriage, divorce, changing countries or employers, family growth, business restructure, business and personal risk management.
*Clients include Australian State Government employees, global multinational senior executives to CEO level, self-managed Superannuation trustees, business owners.
*Advice on financial/legal strategies to navigate legal/financial aspects of change.

Background

Pelican Private Weath Pty Ltd is a licenced Australian Financial Planning business authorised to provide advice in wealth planning, tax, superannuation, equities, bonds and fixed interest investments. He also provides advice in cashflow and investment optimisation, taxation minimisation and planning, debt management strategies, pre and post-retirement planning and risk management. The Principal, Andrew Adler has over 20 years experience in Financial Services and specialises in strategies for Executives to CEO level, businesses, self employed and retirees and anyone who pays tax.