Blair Powell is our resident tax, estate planning, and business succession specialist. He advises individuals and business owners on pre-and-post retirement planning matters, estate planning and inter-generational wealth transfer.
Despite originally wanting to become a Doctor, Blair settled for studying a Bachelor of Commerce. After many years as a successful accountant, Blair changed direction in 2016 to really focusing his passion of helping people manage their finances.
Blair has dedicated his 30-year career to working with individuals and business owners, driven by a desire to help them achieve their goals and reach the level of success they long for.
His extensive knowledge and studies of taxation, business and law means he is well positioned to plan, advise, and manage all aspects of your financial planning.
Blair’s attention to detail and measured way of dealing with every task is impressive. He can cut through the jargon and explain the process involved in each service in simple terms so that it’s clear and understood.
His qualifications include a Bachelor of Commerce, Bachelor of Laws, Master of Business Administration, and is a Certified Practicing Accountant. Blair is also a Registered Company Auditor and Registered Tax Agent. Blair has trained and mentored many of the successful accountants and financial planners that practice in the region today. FYI – he also holds a pilot’s license!
When not helping clients grow their wealth, you will find Blair with his wife Helen at their Valentine home, watching movies and reading books. He also loves catching up with his five children when they are visiting home, with some of them currently living in Sydney, Melbourne, and New York.
Blair Powell is available to meet with you by appointment in our Lake Macquarie office or by video conference.
Collective Financial Partners is a Hunter-based financial advice business managed by a team with over 80 years combined experience in financial services.
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
Collective Financial Advice Pty Ltd ATF Lake Macquarie Group Trust ABN 14 710 648 652
Corporate Authorised Representative No. 1286336
Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221
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