Company: Family Boards Pty Limited
Position: Founder and Managing Director
Address: PO Box 5003
Suburb: SOUTH TURRAMURRA, 2074
Specialties: Board advisory, Board strategy development, Family charter facilitation, Family governance development, Ownership and management succession planning
Areas of expertise: Accounting and finance
I am a Family Business and Succession Planning specialist who has been consulting to Australian family enterprises for over 3 decades, including 27 years as a Partner at one of Australia’s largest accounting firms, where I acted as National Head of Family Business Consulting. I am a Specialist Adviser Member of Family Business Australia and was the inaugural recipient of Family Business Australia’s Accredited Adviser Award for 2018/19. I have completed Certificates in Family Business and Family Wealth Advising with the Family Firm Institute, the peak body worldwide representing family business advisory professionals. I am a Fellow of Chartered Accountants Australia and New Zealand, and a Graduate member of the Australian Institute of Company Directors. I have been a spokesperson on business and taxation issues affecting mid-size businesses and family enterprises and have been actively involved in SME-related think tank groups with the Australian Taxation Office. I was a foundation member of the former Federal Government’s Small Business Advisory Committee and have been a member of the Expert Panel to the Board of Taxation.
Families in business face many inherent challenges, including management of generational succession, dealing with family conflict, and preparing the next generation for leadership. Through my experience in working with business families over many years, I am well equipped to guide families through these challenges. I am passionate about assisting family businesses achieve best practice in family and business governance, strategy development and decision making.
Third party references of my previous work with family businesses can be found at https://familyboards.com.au/#testimonials