Partner - Private Advisory

Robert is a family enterprise and succession planning specialist who is a fully accredited Specialist Advisor Member of Family Business Australia, the peak body representing family business and their advisors in Australia. Robert is a regular speaker on family enterprises and SME-related issues, and has been frequently interviewed for publications including the Australian Financial Review, Business Review Weekly, and The Australian.

As a reflection of his expertise, Robert has been invited to assist the Australian Federal Government on a number of initiatives over many years. He was a founding member of the Australian Taxation Office’s Tax Practitioner Forum SME Working Group, a founding member of the Federal Government’s Small Business Advisory Committee, and was recently asked to join an Expert Panel advising the Board of Taxation.

In 2018, Robert received the Family Business Australia Accredited Advisor Award, recognising his valuable contribution to the family business movement and engagement with Family Business Australia.

Key examples of Robert’s work include:

  • facilitating the formation of a family council and development of a family charter for a number of large family enterprises
  • acting as an advisory board member to assist a family enterprise board of directors on strategic issues
  • development of generational succession plans for significant mid-size businesses
Qualifications
  • Fellow of the Institute of Chartered Accountants in Australia
  • Bachelor of Economics, University of Sydney
  • Accredited Advisor Member of Family Business Australia
  • Accredited Commercial Mediator
  • Registered Tax Agent
  • Member of the Taxation Institute of Australia
  • Certified Exit Planning Adviser (CEPA)