Company: Grant Thornton Australia
Position: National Head, Family Office & Family Business Consulting
Address: Locked Bag Q800 Queen Victoria Building
Suburb: SYDNEY, 1230
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 30 years. 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.