FBA Accredited Adviser List - Family Business Australia

FBA Accredited Adviser List - Family Business Australia

Family Business Australia FBA Accredited Adviser List [FBA Members Only] Tips for selecting an Accredited Adviser Selecting an adviser for your fami...

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Family Business Australia

FBA Accredited Adviser List [FBA Members Only]

Tips for selecting an Accredited Adviser Selecting an adviser for your family business is an important decision. FBA recommends you consider the following tips when making your selection. •

Speak to your local Executive Officer - they will help you discern which discipline will be most suitable for your requirements

Encourage all key family members to input into the decision making process so that the adviser you select is not seen as “your” adviser

Mention FBA when you make contact - some of our advisers have special rates for members

Interview advisers - do you have shared values and the right chemistry

What are their views on collaborating with your other key advisers

Ask for referees - find out who have they worked with and whether you are able to speak with some of their other family business clients

Terms of engagement should be completely transparent


ABR VIRTUS M: 0422 459 577 [email protected] Based in Canberra Service area: ACT Accounting services, business planning, business plans, cash flows, due diligence, share valuation, strategic planning & succession planning. Wayne Bolin

Bolin Accountants Pty Ltd T: 02 6295 9800 M: 0413 020 253 [email protected] Based in Canberra Service area: national

Accounting services, corporate structuring, estate planning, family agreements & forums, family meeting facilitation, succession, tax.

We specialise in providing independent and objective advice to family-owned and private companies on critical strategic and financial issues (M&A, capital raising, strategy). Our approach is collaborative, flexible and commercial, backed by technical excellence.

Andrew Frankland Bartier Perry Pty Ltd T: 02 8281 7803 M: 0423 883 027 [email protected] Based in Sydney Succession plans, estate planning, tax, preparation for succession, corporate structuring and restructuring, wills and probate services, legal services. David Green

Doug Munro Deloitte T: 02 9322 3620 M: 0408 894 547 [email protected] Based in Sydney Service area: national

Accounting services, transactions, buy/sell agreements, corporate structuring and restructuring, estate planning, family agreements, family forums, family meeting facilitation, preparation for succession and succession plans, tax. James Hawkins Lawler Partners T: 02 8346 6000


M: 0417 024 545

Raelene Berryman Crowe Horwath T: 02 9367 3079 M: 0414 906 763 E: [email protected] crowehorwath.com.au Based in: Sydney Service area: national Accounting services, taxation, business plans and cash flow, strategic and succession plans

[email protected] au

Clas Einberg Coleman & Greig Solicitors

area: national

James is a Principal at Lawler Partners and advises clients on their accounting and taxation obligations. James has advised clients in relation to restructuring family groups, asset acquisitions and disposals and management reporting and has worked with clients involved in property development and construction, financial services, professional services, manufacturers, restaurateurs, retailers, engineering and environmental services.

Bob Kerr Bob Kerr & Associates Pty Ltd

M: 0410 677 681

T: 02 4930 7728

[email protected]

M: 0408 221 398

Based in Parramatta, NSW

[email protected]

Service area: national

Based in Maitland, NSW Service area: national

Damien Elias Redbridge Grant Samuel T: 02 9324 4208 M: 0402 003 456 [email protected] Based in Sydney Service area: national Mergers & acquisitions, business sales, exit strategies, private equity/buyouts, IPOs, capital raisings (debt, equity), strategic and financial advice. Grant Samuel is one of Australia’s longest established and most trusted independent corporate advisory firms.

Organisational coaching, strategic planning, operational planning and performance management. Paul Lucas

Munro Group HR Management T: 02 9906 2588 M: 0417 409 040 [email protected] Based in Crows Nest, NSW | Service area: national Recruitment, HR People Management Services 26 years servicing family businesses and corporates with recruitment at all levels; specialised, and customised, people management services, including; policies manuals, employee handbooks; position descriptions and letters of appointment. Basically – we specialise in all things People! We provide a pathway through the minefield of costly contraventions of the FWA, NES & modern Awards.

Anesan Naidoo Organisational Coaching Systems T: 0414 241 114

Based in Sydney, NSW Service

T: 02 9635 6422

Estate planning, legal services, preparation for succession, succession plans, wills and probate services.

TIME Partners (Genesys Wealth Advisers) T: 02 4934 7409 M: 0418 168 256 [email protected] com.au Based in Hunter Valley, NSW Service area: national Financial planning, wealth management consulting, self managed superannuation adviser. TIME Partners provides comprehensive wealth

management advice and related consulting services using a values based consultative approach, with a specific focus towards the Family Business Sector. A successful wealth management relationship relies on a clear understanding of needs and expectations matched by a carefully designed and tailored service.

Service area: national

Glenn O’Sullivan

Pricewaterhouse Services T: 02 6271 3000 M: 0413 336 867 E: [email protected] com Based in: Canberra Service area: ACT Tax, Accounting Services, Business Planning & Cash Flow Projections, Business Valuations, Succession Planning

Roy McLeod

Coleman & Greig T: 02 9635 6422 M: 0410 677 688 [email protected] Based in Parramatta, NSW Service area: national Legal services, acquisitions, mergers, divestments & buyouts, corporate structuring & restructuring.

[email protected] Based in Crows Nest, NSW Service area: national Strategic plans, corporate visioning, change management, executive and management coaching. With over 10 years’ experience coaching organisations; Anesan Naidoo has worked with many large and diverse Family Organisations, helping them develop strategic and operational plans for their business; Implement performance management and succession planning solutions; transition to the Next Generation and achieve their long term goals & ambitions through coaching.

Michael Perkins

Diamond Conway Lawyers T: 02 9222 8000 M: 0409 084 777 [email protected] com.au Based in Sydney Service area: national Estate planning, commercial and technology law, private trusts, estate administration, tax, family wealth management, problem solving. Robert Powell

BDO T: 02 9286 5850 M: 0411 322 247 [email protected] Based in Sydney Service area: national Family agreements & constitutions, business plans and cash flow projections, accounting services. Robert is a

Chartered Accountant with over 25 years’ experience assisting family businesses with their business affairs, and has a particular interest in governance, including formation of family councils and development of family constitutions.

Stephen Preen

HLB Mann Judd T: 02 9020 4090 M: 0408 448 523 [email protected] Based in Sydney Service area: NSW

Stephen is a highly regarded practitioner with over 25 years experience, heading HLB Mann Judd’s Business Services Division. His client focus, consultative approach and highly personalised service, attributes that have been integral to much of his work with family owned and operated businesses.

Anthony Sullivan

Lawler Partners T: 02 8346 6000 M: 0407 807 070 E: [email protected] com.au Based in: Sydney Service area: national Tax, accounting, financial modelling, planning mergers and acquisitions Kirsten Taylor-Martin Bentleys NSW Pty Ltd T: 02 9220 0700 [email protected] com.au Based in Sydney Service area: national Accounting services, family office, tax, corporate structuring and restructuring. Ross Teakle

Ross Teakle & Associates Pty Ltd T: 02 9988 3590 M: 0416 231 497 [email protected] Based in St Ives, NSW Service area: national

Strategic plans and corporate visioning, operational planning, performance management, executive and management coaching, structural change, family agreements, constitutions, marketing plan development. Chris Tsovolos

Bartier Perry T: 02 8281 7821 [email protected] Based in Sydney Service area: national Buy/sell agreements, corporate structuring and restructuring, estate planning, family agreements and constitutions, preparation for succession, legal services, succession plans, tax and wills and probate services. John Vamos

Business Coaching Systems T: 02 9934 1900 M: 0413 105 842 [email protected] Based in Cammeray, NSW Service area: national Strategic facilitation, family council, executive coaching, senior leadership and development coaching, business planning,

change management, people management. Craig West

Succession Plus T: 1300 665 473 [email protected] Based in Sydney , NSW Service area: National Small business advisory and succession planning for business owners to assist them grow, protect, extract and manage the value within the business.


Family Business Support [email protected] com.au M: 0419 659 284 Based in Hermit Park, QLD Service Area: North Queensland – Rockhampton to Cape York & west to Mt Isa Family business adviser, family forums & retreats, family business constitutions, employee incentive plans, preparation for succession and succession plans, estate planning, strategic plans & cashflows, business mentor, taxation & accounting services, business valuations. Lara Dawson

Cooper Grace Ward Lawyers T: 07 3231 2566 M: 0417 752 839 [email protected] Based in Brisbane Service area: national Legal services, commercial law, property law. Lara is a senior

associate at Cooper Grace Ward. She has more than ten years’ experience in both commercial and property law. Lara takes a commercial, practical and results-based approach to all legal matters which ensures her clients receive a tailored commercial solution to their legal matters.

Tim Dwyer

Shirlaws T: 07 3666 0866 M: 0438 883 711 [email protected] com Based in Fortitude Valley, QLD Service area: national Executive & management coaching, corporate structuring & restructuring, strategic plans & corporate visioning.

Tim, a Senior Strategy Coach with Shirlaws, coaches a broad range of industries with a key focus being family business clients. His strong background in relationship management and business strategy allows him to drive commercial, cultural and family success into the businesses he coaches. Tim and his team understand how to build relationships, develop strategy, build teams and grow revenue.

David Harland

FINH Pty Ltd T: 07 3229 7333 M: 0412 297 333 [email protected] Based in Brisbane Service area: national Accounting services, business valuations, wealth management. FINH are a progressive and

innovative accounting and finance practice. We offer

a comprehensive suite of services to all clients and specialise in the needs of growing family businesses. If you require assistance with succession issues, business valuation, capital raising (debt/equity), business management and taxation solutions, then we invite you to call us today.

Bruce Hatcher

BDO T: 07 3237 5986 M: 0417 521 251 [email protected] Based in Brisbane Service area: national Governance of the board and the family, estate planning, family agreements & constitutions. Bruce has over 25 years of experience advising family and owner-managed businesses on a broad range of commercial, financial, organisational and strategic matters. Bruce is recognised as one of Australia’s leading experts on family owned businesses and is an Adjunct Professor at Bond University’s Australian Centre for Family Business.

Anthea Moores

KPMG T: 07 3233 3124 M: 0403 372 157 [email protected] Based in Brisbane Service area: national Family agreements, constitutions & councils, corporate governance, family forums. Bill Noye

KPMG T: 03 8541 4704 M: 0417 702 220 [email protected] Based in Brisbane, QLD Service area: National Accounting services, mergers and acquisitions, business planning, cash flow projections, business valuations, corporate structuring and restructure. Bruce Perry

KPMG T: 07 3233 3111 M: 0420 940 125 E: [email protected] Based in: Brisbane Service area: Brisbane and QLD Taxation adviser, strategic and succession planning, estate planning Susan Rix

BDO T: 07 3237 5999 M: 0417 169 538 [email protected] Based in Brisbane, QLD Service area: National Accounting services, buy/ sell agreements, directors and non-executive directorships, corporate structuring and restructuring. As an adviser, Susan places particular

emphasis on delivering to clients the relevant management advice they require in a professional and personal manner. She provides broad based consulting advice on family owned businesses, specialising in corporate governance, family councils, succession planning, taxation structures and restructuring.

Marina Skinner

BDO T: 07 3237 5870 M: 0432 927 726 [email protected] Based in Brisbane Service area: national Family forums & retreats, communication skills, family agreements & constitutions. Marina’s insight has come from

managing her own family’s business for 12 years. She has a thorough knowledge of issues that are unique to family business and appreciates how these factors can influence performance and interpersonal relationships. Marina is a national family business Consultant at BDO and holds an Executive MBA (Family Business) from Bond University.


Rosey Batt & Associates Pty Ltd T: 08 8338 1367 M: 0419 257 843 E: [email protected] Based in: Glen Osmond, SA Service area: national Legal services, buy/sell agreements, corporate structuring and restructuring Anthony Catt

Catapult Wealth T: 08 8172 9111 M: 0412 244 327 [email protected] Based in Adelaide Service area: South Australia Financial planning, stockbroking, superannuation, SMSF & succesion planning. Tony has been a Private Client

Adviser/Financial Planner for 17 years. He is active in the education side of the industry, holding various roles with Kaplan and lecturing for Regional Skills Training for 6 years. Tony married into a farming family and therefore has significant experience with family business issues.

Judy Choate

Piper Alderman Lawyers T: 08 8205 3333 M: 0414 943 875 [email protected] au Based in Adelaide Service area: national Business succession planning, business structuring and restructuring, business acquisitions and sales. Phil Dewing Dewings T: 08 8291 7900 M: 0407 976 872 E: [email protected] Based in: Eastwood Service area: National Business valuations, family forums and retreats, litigation services, mediation, dispute resolution and negotiation Michael Fox

KMT Partners T: 08 8431 0022 M: 0417 826 863 [email protected] Based in Eastwood SA Service area: national Strategic commercial advice, focus on entrepreneurial business activities aligned to family wealth creation

and preservation. Accounting and taxation compliance & advisory services, wealth creation and wealth preservation through investment structures. Michael completed his Masters Of Entrepreneurship in 2006; is now a member of several international family business focused organisations including FFI, and the STEP. Using this unique breadth of technical capacity and experience he works collaboratively with other advisers focused on solutions for a family and their business.

Rosemary Freney

Bower Place T: 08 8221 6066 M: 0416 186 142 [email protected] com.au Based in Adelaide Service area: national Family therapy, psychological services, counselling, decision making, family meeting facilitation, mentoring, personal (coping) skills, personal development skills, relationship management. Involvement in the Family Business movement Nationally and Internationally since the early 1990’s as a 3rd Generation Family Business owner of a medium sized company and as a Family Systems Consultant has provided a personal and theoretical understanding of the complex issues involved in sustaining the family and the business.

Laurie Madigan KPMG T: 08 8236 3215 M: 0421 610 068 E: [email protected] Based in: Adelaide Service area: national Accounting services, business planning, cash flow projections, estate planning, preparation for succession, tax Andrew Mattner Hattam McCarthy Reeves Pty Ltd T: 08 8172 1444 M: 0407 286 058 [email protected] Based in Parkside, SA Service area: national Accounting, business plans and cash flow, business planning, corporate structure and restructure, estate planning, tax, succession planning. Through my role as an adviser to family

business I have developed a wide range of skills and capabilities that have been used to provide deliverable results to clients and their families. Focussing on key areas such as succession, asset protection, growth, profit and cash flow I work collaboratively with family businesses to identify and implement strategies to meet their goals and objectives.

Valerie Redman

Redman Enterprises T: 08 8294 6559 M: 0409 693 896 [email protected] com Based in Glenelg South, SA Service area: national Strategic planning and visioning, family & interpersonal relationship management, communication skills & people management, mediation & dispute resolution executive & management coaching & mentoring, preparation for succession. Valerie Redman is a

Management Consultant and Family Business Adviser. She coaches and mentors senior managers and works with Family Business to grow, preserve and safeguard their relationships and business.

Bevan Roberts


Dale Wood Business Sales Consultancy T: 08 8334 0600 M: 0413 872 737 E: [email protected] Based in: Kent Town Service area: Adelaide & SA Corporate management /

VICTORIA Peter Carroll Fordham Business Advisors Pty Ltd T: 03 9611 6634 M: 0416 243 933 E: [email protected] Based in: Melbourne Service area: Succession including acquisitions, mergers, divestments and buyouts, strategic planning, consultant to family boards Richard Coumans Coumans Chartered Accountants T: 03 5222 1048 M: 0412 119 232 [email protected] Based in Geelong, VIC Service area: Victoria Development & implementation of business strategy, board representation, business coaching, strategic planning, change management. Rachna D’Mello Lawler Draper Dillon T: 03 9679 2222 M: 0416 215 656 E: [email protected] Based in: Melbourne Service area: national Tax, accountancy services, business valuations Lucio Dana

Family Business Dynamics T: 03 9841 5115 M: 0422 459 577 [email protected] Based in Doncaster East, VIC Service area: VIC Family business dynamics, family business succession planning, team building, business planning, communication skills, estate planning, executive management coaching, leadership, mentoring, preparation for succession, personal development. John Flint

The Family Business Difference T: 03 5422 6556 M: 0414 747 026 [email protected] Based in Kyneton,VIC Service area: national Business plans & cash flow projections, accounting services, tax. Elizabeth Guerra-Stolfa Rigby Cooke Lawyers T: 03 9321 7864 M: 0418 149 444 [email protected] Based in Melbourne Service area: Melbourne Commercial litigation – general, family business

dispute, mediation and negotiation, estate and succession planning, family relationship management, leadership, people management, problem solving, workplace management. Peter Hateley Foresight Financial Group T: 03 8541 4704 M 0414 290184 [email protected] com.au Based in Glen Waverly, VIC Service area: National Foresight Financial is a business finance and advisory group. We partner family businesses, private companies, individuals and public companies in sourcing, structuring and negotiating funding for working capital, business growth, acquisitions and all forms of property finance, (investment, development and residential). Our expertise comes from our experience.

Mac Hay

Hannomar Pty Ltd T: 03 9699 2285 M: 0418 666 694 [email protected] Based in Albert Park Service area: national Family meeting facilitation, family forums & retreats, family relationship management. Jon Kenfield

Family Business Strategies and The Solutionist Group T: 03 9816 3877 M: 0414 816 789 [email protected] Based in North Balwyn, VIC Service area: national Mediation, conflict management and dispute resolution family business planning, visioning, strategy plans facilitating family business meetings and activities; family councils, forums, retreats, constitutions, agreements, succession planning. Jon is one of Australia’s most experienced family business mediators and advisers. He works almost exclusively with family businesses across the country in two main areas: 1. Mediating tensions and conflicts between family members (inter and intra-generations). 2. Preventing conflicts and helping families achieve success by implementing family business best practices.

Harry Kras

Family Business Resource Centre T: 03 9018 9800 M: 0418 175 564 [email protected] Based in Melbourne Service area: Victoria Families seek out Harry to help them work together more productively in areas such as improving communication within the family, developing common vision and values, documenting their understandings in a family agreement or constitution, easing the transition process from one generation to the next. Harry

is a family business facilitator and works with successful business families to help them harness the power of the family to maximise the rewards from business ownership. His many years experience in the field enable him to help his family business clients find answers that suit their unique circumstances.

Fotini Kypraios

Mason Sier Turnbull T: 03 8540 0272 M: 0405 470 079 [email protected] Based in Mount Waverley | Service area: national Mergers & acquisitions - asset, share and unit sales and corporate acquisitions, structuring and advice, shareholder, unit holder and partnership agreements and disputes, asset protection and succession strategies advice, buy/sell agreements, general corporate advice including drafting of commercial agreements, such as distribution, licence and service agreements. Joseph Lombardi Grant Thornton Australia Ltd T: 03 8663 6275 M: 0417 890 800 E: [email protected] Based in: Melbourne Service area: Melbourne Planning & Strategy / Strategic Planning, Corporate Visioning, Facilitation, Business Planning & Cash Flow Projections, Change Management, Succession Planning Justin McCartney

Lawler Draper Dillon T: 03 9679 2222 M: 0438 988 679 [email protected] Based in Melbourne Service area: VIC Accounting services, superannuation and retirement planning, tax planning and tax compliance. Justin is a partner of

Lawler Draper Dillon. For over 20 years, Justin has been advising and generally assisting small to medium sized businesses and their owners. Justin’s knowledge extends beyond the accounting and tax needs of the business to the personal tax and retirement planning needs of the family members.

Roulla Pavlou

Epoch Focus M: 0408 997 591 [email protected] Based in Melbourne Service area: national Change management, leadership development & transition, succession planning, diagnosing family entanglements including relationships & traditions, people capability issues, individual coaching & mentoring, management issues. Dominic Pelligana KPMG T: 03 9288 6386 M: 0407 953 280 [email protected] Based in Melbourne Service area: national Tax accounting and business advice, family owned businesses, privately owned businesses. Dominic Pelligana is a Partner

at KPMG working exclusively with private and family owned businesses providing a range of tax, accounting and business advisory services including succession planning, governance, tax structuring, asset protection and risk management across a range of industries including property, agriculture, retail, manufacturing and wine industries.

Roger Powell

Whitespaces Management and Marketing Services T: 03 9809 1449 M: 0418 537 153 [email protected] com Based in Camberwell, VIC Service area: national Marketing – business to business, strategic planning and management, business development and growth. Alfred Priestley

Fitzpatricks T: 03 9804 7022 M: 0408 376 283 [email protected] Based in Melbourne Service area: Victoria Financial planning, wealth

Peter Moore Tolhurst Druce & Emmerson Lawyers T: 03 9670 0700 M: 0413 621 172 E: [email protected] Based in: Melbourne Service area: national Acquisitions, mergers, business planning, buy/ sell agreements, corporate structuring and restructuring, directors and non-executive directors, due diligence, estate planning, family agreements, constitutions, legal and litigation services

management. Alf provides an all-encompassing

Ed Paton

Kevin Roache

Hall & Wilcox Lawyers T: 03 9603 3556 M: 0418 129 642 [email protected] au Based in Melbourne, VIC Service area: National Mergers and acquisitions and private equity, commercial contracts, shareholder agreements, constitutions and other stakeholder agreements.

solution to manage all aspects of the financial affairs of his family business clients. In this, he has worked with some of Australia’s leading tax, legal, financial and lifestyle planning specialists, to create strategies and structures that not only build and protect his clients’ assets - from “Creditors & Predators”, but also enhance their quality of life.

Coulter Roache T: 03 5272 5211 M: 0408 556 387 [email protected] au Based in Geelong, VIC Service area: Victoria Business and estate succession planning. Dan Simmonds


Harwood Andrews Lawyers T: 03 5226 8513 M: 0417 310 614 [email protected] harwoodandrews.com.au Based in Melbourne & Geelong, VIC | Service area:

Business succession, buy-sell agreements/ estate Planning, family agreements & constitutions, acquisitions, mergers, buyouts, business structuring. Dan is Managing Principal of

Harwood Andrews Lawyers working for the firm’s private and family business clients in business and personal succession, asset protection, equity participation agreements including buy/sell provisions and family agreements and constitutions, equity buy outs, business structuring and federal and state taxation.

Paul Smith

Carnegie Management Group T: 03 9820 9686 M: 0407 503 465 [email protected] Based in Melbourne Service area: national Family facilitation and guidance for strategic family planning, visioning, constitutions, family meetings/ retreats, communications skills and business leadership mentoring. Paul, being one of Australia’s

more experienced family business advisers, works closely with families by providing facilitation and guidance in two crucial areas: 1. Implementing family business best practices through effective communication 2. Harnessing appropriate sustainable strategies for the future growth of each family.

and seminars; family relationship management; communication workshops; leadership training. Wayne Bubb

Business Coaching Systems T: 08 6267 0333 M: 0418 923 934 [email protected] Based in Nedlands, WA Service area: national Business/organisational coaching, business planning, change management, family business advising, family constitutions, strategic planning. Mauri Mucciacciaro Grant Thornton T: 08 9480 2105 M: 0417 931 143 [email protected] Based in Perth Service area: national Accounting services, estate planning, family constitutions & retreats, taxation, family meeting facilitation, succession planning, wealth management.

Richard van der Merwe Fordham Business Advisors T: 03 9611 6066 M: 0414 503 037 E: [email protected] fordhamgroup.com.au Based in: Melbourne Service area: national Tax, accounting, succession planning, business planning, structuring, valuations, acquisitions, mergers, divestments and buy outs Emma Woolley

Hall & Wilcox Lawyers T: 03 9603 3551 M: 0428 529 304 E: [email protected] hallandwilcox.com.au Based in: Melbourne Service area: national Family business succession planning, estate planning, trust establishment and ongoing administration, asset protection, wills and probate services

WESTERN AUSTRALIA Lyall Bear CBSW Pty Ltd T: 08 9303 7000 M: 0412 932 851 [email protected] Based in Perth Service area: WA Family business consulting, tax and business management, estate succession planning. John Broons

Just Call John Pty Ltd T: 08 6468 2551 M: 0433 131 070 [email protected] Based in Dianella, WA Service area: national Coach & mentor to individuals in a family business; Speaker on the topic of “Family Business” for conferences, workshops

Terms & conditions: Please note this is a list of advisers provided by Family Business Australia to assist FBA members only. FBA does not take responsibility for advice given by the advisers and recommends that those seeking assistance use this as a guide only. Accreditation Requirements of FBA’s Adviser Accreditation Program can be found on the FBA website at www.fambiz.org.au. Feedback: We value your feedback. If you do select to work with an adviser on this list, please give us a call on 1800 249 357 or email us at [email protected] and let us know how satisfied you were with your adviser. FBA does have in place a complaints process in the case that you are not satisfied with your FBA Accredited Adviser.