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ROBERTS & MORROW
- PAUL WILLIAMS, NATHAN GILBODY, ALISTAIR GALBRAITH, KYLE PEARSON, JASON SIMMONDS Roberts & Morrow boasts a strong workplace culture. We have worked hard to build a large team of similar minded, highly trained, hardworking individuals who understand our desire to offer the best service possible to our clients. Following our recent merger with Plante Davis Chartered Accountants, the organisation now has over 100 people, 15 of whom are Partners of the firm. We introduce some of the leading males behind the Roberts & Morrow philosophy. Partner Paul Williams is the in-house Tax Counsel specialising in taxation law and estate planning. Paul was new to Armidale in 2012 after making a move from Sydney. At Roberts & Morrow we are proud to offer this rare service at a regional level. If you are seeking peace of mind that your affairs are “in order”, consider
talking to Paul about a review of your group structure to ensure your will and other estate planning documents are consistent with your broader estate plan. At 32 years of age, Nathan Gilbody is the youngest Partner of the firm. Having grown up locally, Nathan is passionate about agriculture and commerce in the New England and North West regions. Nathan has worked beside Senior Partner of the firm, Simon Croft, for the past six years. Simon has been a mentor to Nathan, providing him with the opportunity to grow his experience and interest in accounting for clients in the agricultural industry. Partner Alistair Galbraith is a superannuation expert with over 22 years in the accounting industry. Alistair is a Self-Managed Superannuation Fund (SMSF) Association
Specialist Advisor, passionate about assisting clients in creating and managing their self-managed superannuation fund. With a dedicated superannuation team under him, Alistair manages over 500 superannuation funds to ensure maximum results are achieved and strict compliance obligations are met.
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Leading the Roberts & Morrow Financial Planning team is Partner Kyle Pearson. Kyle and his team offer clients a unique approach to investing, focusing on direct shares, property and income securities. A fully qualified Financial Planner, Kyle’s clients benefit from transparent and tax effective tailored investment strategies, which he reviews regularly to incorporate changed circumstances and goals.
comprehensive wealth plans.
Partner Jason Simmonds is a Chartered Accountant with degrees in both Law (Honours
300 CA SMSF Specialists in Australia, Jason has advanced knowledge and understanding of SMSF regulation, contributions rules, investment standards and taxation concessions. He advises clients on a full range of complex SMSF strategies and incorporates this into As they say, “failing to plan, is planning to fail”, and with this in mind we encourage you to make sure you are comfortable with all aspects of your financial life. For anyone seeking advice on any of the specialist areas mentioned, contact our office to make an obligation free appointment with one of our experts and take the opportunity to consider all the options available to you.
Let us take the stress out of your financial situation; our industry experts can help you create wealth building strategies to secure your future, so you can enjoy life now.
Armidale 02 6774 8400 Glen Innes 02 6739 7600
Tamworth 02 6768 1111 Narrabri 02 6792 9700
www.rm.net.au
enquiries@rm.net.au
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