Joseph Lombardi

Title

Partner - Privately Held Business

Experience

Joseph Lombardi is a Partner of Privately Held Business, providing a range of compliance, advisory and financial services.

He has been instrumental in growing the firm through his strategic, investment and planning decisions.

His leadership has overseen development of new products and specialisations, and he has driven implementation plans for business growth, and technological efficiencies.

Core Expertise

Joseph specialises in assisting emerging and developing businesses and has proven skills in helping organisations choose the right path for growth. He is a trusted business advisor of 25 years, and has experienced and observed the drivers of successful businesses across different industries.

Joseph ensures enhanced value to the Boards he deals with through his outstanding business and commercial acumen backed by strong financial skills. He regularly acts as an independent chairman to assist in professionalising of business and the facilitation of change.

As a board advisor, Joseph’s role varies but includes:

• developing strategy and overseeing implementation
• business coaching
• providing insight into operations, instilling a pragmatic approach, networking and business development and financial know how including developing personal plans for directors
• negotiator/facilitator with financiers and suppliers and reaching resolutions in board/director disagreements
• chairing meetings
• making boards work effectively

 Sector experience

• logistics – warehouse and transport
• professional services (legal, accounting, engineering, personnel agencies)
• importer / wholesale
• film (DVD/TV Series) licensing and distribution
• print manufacturing
• food manufacturing

 
Board Advisor (Previous and Current)

• Essential Media Communications
• Kagan Logistics Pty Ltd
• Dynamic Transport
• Waivestar
• Storpak
• Halford Young Australia
• MarketMaker Accessories

Professional qualifications and memberships

• Bachelor of Business in Accounting
• Fellow, Institute of Chartered Accountants in Australia
• Member, CPA Australia
• Fellow, Australian Institute of Company Directors
• ICAA Forensic Special Interest Group
• Australian Institute of Management
• Australian Israeli Chamber of Commerce
• Family Business of Australia (FBA)

Contact Details

T +61 3 8663 6000
M  +61 417 890 800
E joseph.lombardi@au.gt.com