RESPONSIBILITY
KNOWLEDGE
COLLABORATION
IMPACT
FUTURE-FOCUS
DAN PATEL
Dan has over 10 years of extensive experience in the tax advisory and property development. He started his career as as accountant and now is a founder of a successful accounting and advisory practice.
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As an active investor, Dan has expanded his horizons towards property investments and this resulted in extending his interests in property developments.
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In the last 10 years directly or indirectly Dan accumulated experience by being part of various property development projects across Victoria and New South Wales with a total value in excess of $20 Million. These projects were carried out in conjunction with external project management companies.
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Throughout his various roles, Dan has been responsible for:
- Reporting against key performance indicators (timeframes, financial etc.)
- Structuring deals which are in accordance to the corporate and tax laws.
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With his extensive analytical knowledge and exposure in accounting and tax , his expertise is at running accurate feasibility tests on the potential property development projects prior to undertaking them. As a qualified accountant, Dan also sits on the board for local and overseas companies. With property developers and investors as his clients, he works closely with them as their tax and corporate compliance advisor.
Based on his experience in property development space, he provides tax mitigation strategies to his development and investor clients.
JOHN ISAACS
AREAS OF EXPERTISE
Tax and business advisory to small and
large businesses and to property developers
and investors by under taking the following;
Project Feasibility Assessment of various
projects mainly in land subdivisions and small
to medium scale developments.
He also assists with the procurement of the development sites and manages the funds for these developments.
QUALIFICATIONS
Bachelors of Accounting.
Masters of Accounting (Advance Accounting).
Certified Professional Accounting.
Qualified Tax Agent
John has extensive experience in the property development and mortgage broking industries over the last 30 years.
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He started his career with LJ Hooker Real Estate and was quickly promoted to oversee the management, sales and marketing of land estates and house and land packages in the south-eastern growth suburbs of Berwick, Cranbourne, Narre Warren, Pakenham, Carrum Downs; and in the north and west suburbs of Hoppers Crossing, Werribee, Craigieburn, Bacchus Marsh and Geelong.
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This portfolio was valued at $300,000,000.
Throughout his various roles, John has been responsible for:
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Liaising with town planners, architects, project engineers, local and state government departments (land rezoning)
Engaging builders, sales agents, property managers
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Devising and implementing marketing strategies and engaging marketing teams the marketing teams and strategies to generate pre sales
Reporting against key performance indicators (timeframes, financial etc.)
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John also has extensive experience sourcing and identifying the future subdivisional land, introducing investors/developers to the projects, structuring investor and vendor finance, managing settlement, and arranging purchase contracts and mortgage documentation. John also has extensive experience in the mortgage broking sector structuring mortgages for million dollar projects for developers and private enterprise as well as for first home buyers.
Through his business Investment and Development Solutions John now works with private developers and investors with a focus on small to medium sized projects.
AREAS OF EXPERTISE
Project management of small and medium
scale residential developments including small
apartment and dual occupancy developments;
stakeholder and contract management
Project Feasibility Assessment
Subdivision land procurement and
development
Finance brokering
Investor procurement and management
Fund management
QUALIFICATIONS
Dip. Financial Services
(Financial Planning)
Dip. Financial Services
(Mortgage Broking Manag’t)
Dip. Financial Services
(Conveyancing)