Robert is an experienced chartered accountant with more than 23 years’ experience. His clients are varied, and the industries include construction, property developers, medical, professional services, technology, managed funds, global multi-national companies. In addition, Robert acts for several family offices and groups with just investment income. Services provided to his clients include core compliance such as financial statement preparation and tax lodgements (income tax, GST, Land Tax , stamp duty). In addition, Robert meets regularly with his clients which often include board members and key management staff to understand their issues so that he can be more proactive with his advice. Having broad and diverse connections with other professionals ensures the right person can be brought in to assist his clients if needed. Having acted on numerous business acquisitions/sales, capital/debt raising, and debt/business restructures, he is well versed to act as his client’s trusted advisor. Always trying to deliver solutions that meet the individual needs of his clients, Robert makes a point of being especially responsive to phone calls and emails. He believes taking the time to explain and talk through complex matters often uncovers other issues that need to be considered. Often he will stop in at a client’s on his way to or home from work. In addition, Robert has worked extensively with his clients on their estate and succession planning. He always tries to think outside the square to see if there is a legitimate way of minimising tax and improving cash flow. The use of Self-Managed Super Funds (SMSFs) as part of a holistic wealth creation strategy is becoming increasingly common and has become a core part of the advice Robert provides.