Partner - Private Advisory

Robert is a family enterprise and succession planning specialist who is a fully accredited Advisor Member of Family Business 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.

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
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)