December 7, 2018 @ 7:30 am – 9:00 am
Coleman Greig Lawyers, Level 11, 100 George Street, (Cnr Smith Street), Parramatta, 2150
Alex Petersen
0418 901 521

Adviser Connect events are offered by FBA to bring together Advisers who have a passion for working with Family Businesses. This is an opportunity for Advisers across multiple disciplines to learn from each other, understand each other’s expertise and begin to build the network of collaboration that is required as trusted advisers to the unique Family Business sector.

Every Adviser Connect event will have a guest speaker or case study and we encourage you to engage in robust topical conversations in order to grow your skills in advising family businesses.

The Adviser Connect events prove to be a great environment to come meet other advisers in your State and stay in touch with those in your network.

A light breakfast will be provided.

Presenter: Paul Bakker | Mutual Trust

Paul Bakker is a Partner with Mutual Trust in Sydney.

He has been providing tax, accounting, consulting, and business advisory services to family owned and managed businesses and High Wealth individuals seeking specialist advice in managing their tax risks and exposure.

Paul has over 18 years of public accounting experience, primarily in tax and business advisory. He consults with local, national and multinational clients, on tax and structuring of operations as well as domestic matters.

Paul’s service offerings include taxation advice and risk management; structuring; internal accounting and tax administration; financial accounting and performance management; budget and cash flow forecasting for clients seeking specialist advice in managing their tax risks and exposure.


Partnering with Coleman Greig

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Please contact NSW and ACT Manager Alex Petersen 0418 901 521 if you need assistance registering for this event.

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