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Anne Dale

Anne Dale

Director – Financial Advisory

Director – Financial Advisory

Anne is a forensic accountant, expert witness, and Accredited Business Valuation Specialist who works with clients involved in financial disputes, including those involving shareholder, commercial, family or estate issues. Anne provides expert advice and reports to organisations and individuals, their advisers and their legal representatives. This includes pre-litigation reviews and review and critique of other opinions. 

Anne has exclusively in forensic accounting, valuations and litigation support since 2003, and has a broad experience across a range of forensic accounting and valuation assignments. This includes breach of contract and warranty claims, matrimonial disputes, shareholder and director disputes, accounting investigations and Business Interruption claims. Anne also managed large projects requiring the reconstruction of financial records across multiple jurisdictions.

Having worked in both in Australia and the UK, Anne has experience in matters across a number of jurisdictions particularly with the US, Hong Kong, Gibraltar and the BVI.

With early career experience in business services and tax, Anne has a deep understanding and practical experience of the issues effecting small to medium size businesses, their owners and high net worth individuals.

During her time in the UK, Anne specialised in family and estate disputes in the High Court (Family Division) covering a period pre GFC and during the GFC and was involved with a number of significant reported cases during that time including NA v MA, Myerson, and S v S.
Anne was one of the first finance professionals to train as a Financial Neutral in Collaborative Law through Resolution in the UK.

  • Bachelor of Commerce (University of Queensland)
  • Valedictorian, Faculty of Business, Economics & Law, University of Queensland, August 2002
  • Graduate Diploma in Applied Finance (FINSIA)
  • Chartered Accountant, CAANZ
  • Accredited Business Valuation Specialist, CAANZ
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