Shiva is a highly experienced strategic Senior Private Wealth Adviser with over 12 years of expertise in advising high net worth clients.
With previous experience at Ernst & Young, KPMG, CBA Private, and Perpetual Private, Shiva has developed a proven track record for navigating and resolving complex financial situations, with the sole focus on delivering the best possible result for his clients. This is more important than ever in an ever-changing tax and legislative environment, where Shiva ensures his clients benefit from the strategic use of tax policy and government legislation to enhance wealth protection and capital growth attributes.
Leveraging his accounting background, he specialises in asset structuring and capital allocation strategies, providing comprehensive solutions that cover a client’s entire wealth structure, including asset protection, estate planning, succession, and tax optimisation.
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