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Glenn O’Sullivan

Business Name: SPA Accounting
Location: ACT
Areas Serviced: ACT

Glenn specialises in tax, accounting services, business planning & cash flow projections, business, valuations and succession planning.

...

Angela Harvey

Business Name: Swaab Attorneys
Location: NSW
Areas Serviced: National

Angela provides legal services including acquisitions, mergers, divestments & buy-outs, corporate structuring and restructuring, security and financing, directors & non-executive directors, due diligence, buy/sell agreements, shareholder agreements, commercial law, terms...

Chris Tsovolos

Business Name: Bartier Perry Solicitors
Location: NSW
Areas Serviced: National

Chris assists family business clients with 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...

David Green

Business Name: Deloitte Private (NSW)
Location: NSW
Areas Serviced: National

David has, for in excess of 25 years been advising family businesses in a range of areas as per above. David has been actively involved with the NSW Chapter of...

David Hunt

Business Name: Hunt Professional Group
Location: NSW
Areas Serviced: National

David specialises in tax planning and structuring, succession planning, wealth management and asset protection, accounting services, corporate structuring and restructuring, business planning, retirement planning, financial planning.

...

Graeme Beveridge

Business Name: Control Your Business
Location: NSW
Areas Serviced: National

Graeme has been advising and participating in SME’s and family businesses for over 35 years (25 years as a Chartered Accountant). As an Accredited FBA Adviser these years of experience...

Kirsten Taylor-Martin

Business Name: Grant Thornton Australia
Location: NSW
Areas Serviced: National

Kirsten is an Associate Director at Grant Thornton who specialises in family business. Kirsten works with families in business – ranging from those who have newly commenced a family business...

Michelle Hartman

Business Name: Deloitte Private (NSW)
Location: NSW
Areas Serviced: National

Michelle is a Tax Partner with many years of experience providing commercial taxation advice to SMEs and small cap listed clients. She works closely with family owned enterprises, particularly with...

Pamela Low

Business Name: Pamela Low & Associates
Location: NSW
Areas Serviced: National

Since 2002 Pamela has facilitated over 260 Family Business forum meetings and continues to operate one group. She has worked in her own family business for 6 years, in 2...

Philip Pryor

Business Name: Morphthink Pty Ltd.
Location: NSW
Areas Serviced: National

Philip gained his MSW from Adelphi University in New York and his Bachelor in Psychology from Otago University in New Zealand. He works with Family businesses in Australia and New...

Raelene Berryman

Business Name: Pitcher Partners
Location: NSW
Areas Serviced: NSW

Raelene has had experience in dealing with not only Australian matters but also international issues. She is passionate about the SME sector and works with companies ranging from start up...

Robert Powell

Business Name: Grant Thornton Australia Ltd
Location: NSW
Areas Serviced: National

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...

Ross Teakle

Business Name: Business Coaching Systems (NSW)
Location: NSW
Areas Serviced: National

Ross' services include strategic plans and corporate visioning, operational planning, performance management, executive and management coaching, structural change, family agreements, constitutions, marketing plan development.

...

Simon Clifford

Business Name: Adviser FP
Location: NSW
Areas Serviced: NSW

Simon and his team have developed an expertise in Planning for Retirement, Lifestyle Planning, Wealth Management, Personal Goal Setting, Assisting clients to become financially well organised, Superannuation, Risk Management, Succession...

Stephen Maze

Business Name: Hayes Knight NSW
Location: NSW
Areas Serviced: National

Stephen understands the additional complexities faced when business and family mix. By providing practical and commercially aware advice, Stephen can guide you around the pitfalls and alert you to the...

Stephen Preen

Business Name: HLB Mann Judd
Location: NSW
Areas Serviced: 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 are attributes that...

Tony Kabrovski

Business Name: HLB Mann Judd
Location: NSW
Areas Serviced: National

Tony is a client-driven practitioner with a strong reputation for delivering practical outcomes, he has developed particularly considerable experience in working closely with small to medium-sized enterprises and family-owned and...

Erin Hillsdon

Business Name: Munro Group HR Management
Location: NSW
Areas Serviced: NSW

OOErin Hillsdon proudly leads the Munro Team, setting new benchmarks for both service and results. As an Accredited Family Business Adviser in HR and Recruitment Services, Erin works closely with...

John Raffaele

Business Name: HLB Mann Judd
Location: NSW
Areas Serviced: NSW

John Raffaele’s benchmark in working with family business is based on his strong moral and ethical standards. John’s advice is marked by knowledge, professionalism and resourcefulness.

John believes that...

Paul Kuchta

Business Name: Kelly Partners (Norwest) Pty Ltd

Paul is a Chartered Accountant with more than 17 years’ experience in the provision of compliance, tax, advisory and board facilitation services to Family Business owners. He is a founding...

Peter Ivett

Business Name: Viventé Australia Pty Ltd
Location: NSW
Areas Serviced: NSW

Leaders create a powerful advantage when they shape the conditions that allow their people to do their best work every day; this only occurs when culture, strategy, structure, systems and...

Duane O’Donnell

Business Name: Credit Suisse Private Banking
Location: NSW
Areas Serviced: NSW

Duane has over 30 years’ experience, providing investment advice. He holds a Bachelor of Commerce degree from the University of Melbourne and a Masters of Tax from UNSW. He is a...

Stephen Davis

Business Name: Nexia Australia

Stephen has been a valued member of Nexia Australia (Sydney Office) since 1988 and is highly regarded with a wealth of experience and an impressive list of local and International...

Steven Forgione

Business Name: Bentleys NSW Pty Ltd

Steven is a Client Director at Bentleys NSW Pty Ltd in their Business Advisory division.  He is a Chartered Accountant with 20 years experience in the accounting profession, and holds...

Andres Reith

Business Name: BDO (NSW)

With a career spanning over 20 years, Andres leads Sydney’s Business Services practice, which services a broad range of clients from family groups and high-net-worth individuals to large multinational organisations...

Brian Greenacre

Business Name: BDO (NSW)

Brian is a Business Services partner with BDO in Sydney. He works across a range of industries on both a local and global scale to provide assistance with structuring, initial...

Ben Twyford

Business Name: Kelly Partners Wollongong

Ben is a chartered accountant with over 17 years accounting experience, specialising in the provision of compliance, tax and advisory services to family private business owners.
He has obtained a...

Janna Parfenova

Business Name: Ash Street Partners

I am an Associate Director at Ash St. based in Sydney, specialising in corporate transactional / mergers and acquisitions legal work and also practicing general corporate and commercial law, advising...

Roger Vertannes

Business Name: Leadership Counts

Roger has been immersed in and loved family business since aged 17, working in his Father’s service stations and learning his first leadership lesson from his Dad: “Don’t ask someone...

Angelo Coco

Business Name: Family Business Support
Location: QLD
Areas Serviced: QLD

Angelo is an experienced family business adviser with services including family forums & retreats, family business constitutions, employee incentive plans, preparation for succession and succession plans, estate planning, strategic plans...

Anthea Moores

Business Name: Moores Family Enterprise
Location: QLD
Areas Serviced: National

Anthea works with her father Professor Ken Moores AM, founding Director of Bond University’s Australian Centre for Family Business in offering a unique world class family business consulting practice.

...

Bill Noye

Business Name: KPMG
Location: QLD
Areas Serviced: National

Bill is a Partner at KPMG working exclusively with private and family owned businesses providing a range of tax, accounting and business advisory services including business and strategic planning, succession...

Bruce Hatcher

Business Name: BDO
Location: QLD
Areas Serviced: National

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...

David Harland

Business Name: FINH
Location: QLD
Areas Serviced: National

David has been working exclusively with family businesses for over 20 years. As the Managing Director of FINH, David advises on family governance, business transitions and accessing Patient Family Capital.  He holds both national...

Geoff Missen

Business Name: The MBA Partnership
Location: QLD
Areas Serviced: National

Geoff is a director of The MBA Partnership, a Chartered Accounting and Financial Planning business located in Southport on Queensland

...

James Beck

Business Name: Effective Governance
Location: QLD
Areas Serviced: National

James leads a team of Governance professionals across Australia. The Effective Governance team can assist Family Businesses attain stronger returns by implementing sustainable governance practices. As an Accredited Advisor James...

Marina Skinner

Business Name: Grant Thornton Australia Limited
Location: QLD
Areas Serviced: National

Marina is a family business specialist within Grant Thornton's Family Office Services; a holistic offering for owners, founders, multi-generational families and high net worth individuals.

As an Accredited Family...

Nicole Pericic

Business Name: The MBA Partnership
Location: QLD
Areas Serviced: National

Nicole's specialties include accounting services, succession plans and preparation for succession, estate planning, acquisitions, mergers, divestments and buy-outs, business valuations, corporate structuring and restructuring.

...

Susan Rix

Business Name: BDO (QLD) Pty Ltd
Location: QLD
Areas Serviced: National

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...

LLoyd T. J. Russell

Business Name: TCB Solutions
Location: QLD
Areas Serviced: National

Lloyd and Julie Russell established TCB Solutions in May 2008 for the specific purpose of servicing the family and private business sector. The prime focus of TCB Solutions is the...

Andrew Barter

Business Name: Tough Problem Consulting Pty Ltd

Andrew has over 20 years in management and is able to complement his extensive experience with various tertiary qualifications including accounting, company turnarounds, project management and general management (MBA). Andrew...

Wayne Patten

Business Name: PJT Accountants & Business Advisors Pty Ltd
Location: QLD
Areas Serviced: QLD

Wayne is a specialist advisor, mentor and accountant focused on helping businesses and business owners reach their full potential.  For many years Wayne has worked with family businesses, helping them...

Scott Hay-Bartlem

Business Name: Cooper Grace Ward Lawyers
Location: QLD
Areas Serviced: QLD

Scott has over 20 years’ experience in advising on tax, superannuation, SMSFs, estate planning and business structuring, with particular emphasis on the needs of family businesses and their owners. He...

Peter Evans

Business Name: LEA Group
Location: QLD
Areas Serviced: National

As an Accredited FBA Advisor and past CEO of a family business, Peter brings an extensive experiential background to his clients. He brings a bright and positive energy to his...

Brad Scott

Business Name: EWM Group
Location: QLD
Areas Serviced: QLD

SPECIALIST ACCREDITED ADVISOR 

Brad is the Founder and Managing Director of EWM Group and has been in the finance and investment industry since 1986. 

EWM Group is a privately owned national multi-family...

Susanne Bransgrove

Business Name: LiquidGold Consultants

Susanne Bransgrove is passionate about bringing balance to Families in Business, creating workable governance structures, supporting the Next Generation to be the best leaders they can be and to improve...

Amie Mac

Business Name: Morgan Mac Lawyers

A dual qualified lawyer and accountant with over 15 years combined legal and business experience.

A highly respected solicitor with extensive experience in advising financial institutions and corporations on...

Michael Simonyi

Business Name: LiquidGold Consultants

The recruiter trusted by Owners, Boards and Executive of family-owned businesses when they seek to attract the key people needed to deliver on their visions for growth.

By putting...

Annette Bonnett

Business Name: HLB Mann Judd (SA)
Location: SA
Areas Serviced: SA

Annette is a trusted family business specialist for a growing client base, and her in-depth insights stems from a background in her own iconic family business. Of major importance to...

Bevan Roberts

Business Name: Dale Wood Business Sales Consultancy
Location: SA
Areas Serviced: SA

Extensive experience over time and a broad knowledge of business combine to produce the understanding to advise on most family business issues. Bevan’s varied business experience (Corporate, Family Business Ownership...

Catherine Sanders

Business Name: Bower Place
Location: SA
Areas Serviced: National

Catherine is an internationally recognised expert in family dynamics, family therapy and conflict resolution. She is a clinical psychologist with more than 30 years experience as teacher and clinician, with...

Darryl Cross

Business Name: Crossways Consulting
Location: SA
Areas Serviced: National

Darryl is very highly regarded and has many years' experience in the fields of human behaviour, psychological services and leadership development.

...

Judy Choate

Business Name: KPMG
Location: SA
Areas Serviced: National

Judy is a commercial lawyer and tax specialist with over 25 years’ experience acting for family businesses and SMEs. She joined KPMG Legal in Adelaide in January 2016 after 14...

Laurie Madigan

Business Name: Madigan Accounting & Advisory
Location: SA
Areas Serviced: National

Laurie provides expert accounting services with his areas of expertise including business planning, cash flow projections, estate planning, preparation for succession, tax.

...

Lowen Partridge

Business Name: Peartree Marketing
Location: SA
Areas Serviced: National

Lowen has a strong reputation and many years' experience in brand strategic development; marketing strategies and implementation; communication skills; family meetings and family charters.

...

Michael Fox

Business Name: KMT Partners
Location: SA
Areas Serviced: National

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...

Mike Garrett

Business Name: BDO Advisory (SA) Pty Ltd
Location: SA
Areas Serviced: SA

Mike brings a wealth of experience from more than 37 years public practice to his position of Partner with BDO Private Clients – Family Business. He provides practical and technical...

Peter Siebels

Business Name: 4D Advisory
Location: SA
Areas Serviced: National

Peter is an FBA Accredited Adviser who provides high level accounting services with particular expertise in Taxation, Succession Planning and Strategic Planning.

...

Phil Dewing

Business Name: Dewings
Location: SA
Areas Serviced: SA

Phil is a very experienced family business specialist advising and mentoring families in business for over 30 years. His approach to family business is driven by the conviction that families...

Rosey Batt

Business Name: Rosey Batt & Associates
Location: SA
Areas Serviced: National

Rosey is highly regarded for her expert legal services including buy/sell agreements, corporate structuring and restructuring and governance.

...

David Schirripa

Business Name: Schirripa Evans Lawyers
Location: SA
Areas Serviced: SA

David is a director of Schirripa Evans Lawyers a specialist law firm which practices predominantly in the areas of commercial, business and property advice and transactions, commercial litigation and insolvency,...

Andrea Michaels

Business Name: NDA Law Pty Ltd
Location: SA
Areas Serviced: National

Andrea is the Managing Director of NDA Law and has an extensive practice in tax and superannuation law, commercial law and estate planning.

Andrea is the Chairman of the Commercial Law...

Kishen Vijayadass

Business Name: BDO (SA)

Kishen is a Tax and Advisory Partner with BDO in South Australia. He is a passionate supporter of entrepreneurs, innovation and growth, sharing infectious enthusiasm with his clients and team.

Sarah Leo

Business Name: Resonate-consultants

Developing systems and procedures which create streamlined offerings for clients and best practice activities for the team. With a focus on strategic growth of revenue and people coupled with a...

Adrian Misiano

Business Name: Matthews Steer Accountants and Advisors
Location: VIC
Areas Serviced: National

Partner and director at Matthews Steer Accountants & Advisors, Adrian sets the financial direction for our firm and heads up our transport and property divisions.

Adrian is passionate about assisting our...

Alfred Priestley

Business Name: Fitzpatricks Financial Advisers
Location: VIC
Areas Serviced: VIC

Alf provides an all-encompassing 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,...

Dan Simmonds

Business Name: Harwood Andrews Lawyers (VIC)
Location: VIC
Areas Serviced: National

Dan is Managing Principal of Harwood Andrews Lawyers working for the firm’s private and family business clients in growth and succession issues, including structuring, strategy and business advisory committees.

...

David Gibbs

Business Name: The Bennett Group Pty Ltd
Location: VIC
Areas Serviced: VIC

David Gibbs is a business strategist and adviser with a reputation for developing wise and practical solutions to personal and business financial problems. His career to date in financial matters...

David Lucas

Business Name: Self Managed Family Office
Location: VIC
Areas Serviced: National

David is an Accredited Business Law Specialist, an Accredited Family Business Adviser, and founder of Self Managed Family Office, which empowers families to establish and maintain their own family advice,...

Dominic Pelligana

Business Name: KPMG
Location: VIC
Areas Serviced: National

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...

Elizabeth Guerra-Stolfa

Business Name: Rigby Cooke Lawyers
Location: VIC
Areas Serviced: VIC

Elizabeth Guerra-Stolfa has been an accredited family business advisor since the inception of FBA’s accreditation program approximately 6 years ago. Elizabeth is renowned for her proactive and no nonsense approach...

Emma Woolley

Business Name: Hall & Wilcox
Location: VIC
Areas Serviced: National

Emma has extensive experience in advising clients in estate planning and estate administration, trust establishment, and ongoing administration, trust estate disputes and structuring for succession of ownership and control of private...

Fotini Kypraios

Business Name: Korosidis Lawyers
Location: VIC
Areas Serviced: National

Fotini’s areas of expertise include commercial advice in relation to the selling or buying of businesses, strategic structuring and succession advice, applied corporate governance advice to privately held companies and...

Harry Kras

Business Name: Family Business Resource Centre
Location: VIC
Areas Serviced: VIC

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...

Joseph Lombardi

Business Name: Lombardi Partners
Location: VIC
Areas Serviced: VIC

Joseph's expertise includes Planning & Strategy / Strategic Planning, Corporate Visioning, Facilitation, Business Planning & Cash Flow Projections, Change Management, Succession Planning.

...

Justin McCartney

Business Name: PKF Melbourne
Location: VIC
Areas Serviced: VIC

Justin is a partner of PKF Melbourne. For over 20 years, Justin has been advising and generally assisting small to medium sized businesses and their owners. Justin’s knowledge extends beyond...

Ken Matthews

Business Name: Matthews Steer Accountants and Advisors
Location: VIC
Areas Serviced: VIC

CEO, director, and a founding partner of Matthews Steer Accountants & Advisors, Ken is committed to helping SMEs in Melbourne’s North-West plan, grow, succeed, and assisting business owners to segue...

Lucio Dana

Business Name: Family Business Dynamics
Location: VIC
Areas Serviced: VIC

Lucio's areas of expertise include 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.

Lucio...

Mac Hay

Business Name: Hannomar Pty Ltd
Location: VIC
Areas Serviced: National

Mac has particular expertise and many years' experience in family meeting facilitation, family forums & retreats and family relationship management.

...

Martin Tobin

Business Name: OutLore Consulting Pty Ltd
Location: VIC
Areas Serviced: National

Martin Tobin is a recognised thought leader within the Australian family business community. Drawing on his background as a solicitor, and previous leadership experience as CEO of Tobin Brothers Funerals,...

Peter Carroll

Business Name: Fordham Business Advisors Pty Ltd
Location: VIC
Areas Serviced: VIC

Peter has an eye for understanding the true meaning behind financial accounts. Imperative for assisting owners of private businesses contemplating valuation, acquisition, merger, divestment or capital raising. Peter enjoys working...

Peter Hateley

Business Name: Foresight Financial Group Pty Ltd
Location: VIC
Areas Serviced: 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,...

Richard van der Merwe

Business Name: Fordham Business Advisors Pty Ltd
Location: VIC
Areas Serviced: National

Richard's areas of expertise include tax, accounting, succession planning, business planning, structuring, valuations, acquisitions, mergers, divestments and buy outs.

...

Michael Burton

Business Name: Shadforth Financial Group
Location: VIC
Areas Serviced: VIC

Michael is a Certified Financial Planner, Certified Practicing Accountant and member of the Institute of Chartered Accountants of Australia. His expertise in all aspects of high level strategic financial consulting...

Chris Alp

Business Name: Alp McNamara
Location: VIC
Areas Serviced: VIC

Chris has had a lifetime of total focus on just one type of client, the owners of private business. This has enabled Chris to build a level of knowledge and experience...

Daniel Trimarchi

Business Name: KPMG
Location: VIC
Areas Serviced: National


Daniel Trimarchi is a Manager at KPMG working with enterprising families specialising in succession planning and family business governance. His role is to work with families to create an...

Sam Polimeni

Business Name: SP Solutions Pty Ltd

Sam is the Director of leading Melbourne business strategy and accounting firm SP Solutions. His commitment to excellence has been forged through hard work and a strong will to inspire...

Matthew LeMaitre

Business Name: Advisory Partner

Family business relationships are often more complex than normal business relationships.  Through experience with my family’s business, I’ve learned about the complexities involved and how these must be taken into...

Jason Chequer

Business Name: JBWere

Over 19 years experience advising clients and their families on investment and financial strategies.

Specialties: Asset allocation and portfolio construction; tax planning and investment structuring; superannuation; executive and expatriate...

Cecelia Irvine-So

Business Name: Moores Accredited Specialist Business Law
Location: Victoria
Areas Serviced: National

Always on the basis of agreed fixed upfront fees, Cecelia advises businesses and corporations with a particular focus on family business and business succession. She also holds accreditation as a...

Agnes Vacca

Business Name: KPMG
Location: WA
Areas Serviced: National

Agnes's expertise includes accounting services, acquisitions, mergers, divestments & buy-outs, business plans & cash flow, buy / sell agreements, corporate structuring and restructuring, estate planning, coaching, family agreements / constitutions,...

Dwight Clark

Business Name: JBWere
Location: WA
Areas Serviced: WA

Dwight is a Director of JBWere Private Wealth Management and leads the Strategic Advisory business in the Perth office.  Dwight’s primary responsibilities are to provide Strategic Advice to busy individuals...

Jayne Griffiths

Business Name: Indigo Shift
Location: WA
Areas Serviced: National

Jayne is a HR consultant with more than 20 years' experience and is the founder of Indigo Shift, a company designed to assist you with your HR Strategy including: Workforce...

Lyall Bear

Business Name: CBSW Pty Ltd
Location: WA
Areas Serviced: WA

As one of the founding directors of CBSW, Lyall has over 30 years in providing practical business solutions to clients. Lyall has been actively involved in businesses at varying stages...

Mark Pollock

Business Name: BDO
Location: WA
Areas Serviced: National

Mark's expertise includes taxation and corporate consulting, international tax – inbound and outbound, sale of business – mergers and acquisitions.

...

Mauri Mucciacciaro

Business Name: Grant Thornton Australia Ltd
Location: WA
Areas Serviced: National

Mauri joined Grant Thornton with 20 years’ experience in public practice. He graduated from Curtin University with a Bachelor of Business, was admitted as a Member of the Institute of...

Jean van den Heever

Business Name: Business Planning Services
Location: WA
Areas Serviced: National

Jean has extensive experience working with business owners and management to optimise business performance and create organisation value. He understands the dynamics and challenges of SME’s and relates well to...

Kirstin Stewart

Business Name: HLB Mann Judd
Location: WA
Areas Serviced: National

Kirstin is passionate about helping her clients grow their business and assisting them to achieve their financial goals, both in business and personally. As an accountant and trusted adviser, Kirstin...

John Broons

Business Name: The Family Business Guy
Location: WA
Areas Serviced: National

As a highly experienced FBA Accredited Advisor, John has been deeply involved in advising family businesses and facilitating family groups since the early 1990s. Drawing on his own experiences from...

Ross Forrester

Business Name: Westcourt

Ross Forrester is the founder of Westcourt Family Business Advisors.

Westcourt focuses on helping families successfully grow and transfer their legacy – from a one generation start-up family to Perth family...

Michael Sharp

Business Name: Woodhouse Consulting and Coaching Services

Michael’s formal business qualifications and 30 years’ practitioner experience are complimented by his scientific and yet approachable style. He assists family business to resolve the natural tensions that present themselves...

Chris Bates

Business Name: Checkside

Chris Bates (B.Bus, GAICD) founded Checkside in 2004 and is an expert in succession planning, executive recruitment and leadership development.

Chris was raised on a family farm and has intimate knowledge...