RAWLINSON & HUNTER - Key Persons
Job Titles:
- Consultant
- Business Services Director
Alan is a business services director, who joined the firm in February 1991. He was previously with Pannell Kerr Forster for 15 years, the last 8 as a partner in the firm's business services division.
Alan gained several years' experience in commerce prior to moving to the profession. He has gained a wide range of experience through his involvement with a diverse range of clients, including both public companies and private client groups, operating in the areas of technology, IT outsourcing, investment, hospitality, property development and retail and wholesaling areas. Alan also has experience in taxation, superannuation, and estate planning related matters.
Alan is a member of Chartered Accountants Australia & New Zealand, and a Registered Tax Agent.
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Job Titles:
- Partner
- Chartered Tax Adviser With the Taxation Institute
- Specialist Tax
Andrew is a specialist tax director who joined the firm in July 2018. He has broad experience in providing corporates and individuals with general tax planning/restructuring advice and assisting with transactional tax planning including access to small business CGT concessions and conducting tax due diligence. He can also assist clients in tax controversy matters. His clients include small and medium businesses, family groups, and not-for-profit entities.
Prior to joining Boroughs, Andrew led the specialist tax consulting team of another mid-tier chartered accounting firm. In previous roles, Andrew has progressed through the tax consulting teams of big 4 and mid-tier accounting firms and a top-tier law firm.
Andrew is a Chartered Tax Adviser with the Taxation Institute, Australia, an affiliate member of Chartered Accountants Australia & New Zealand, and a qualified solicitor admitted to practice law in NSW. Andrew holds a combined Bachelor's degree in Commerce/Law and a Masters of Laws.
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Job Titles:
- Partner
- Business Service Director
Brenden has been a business service director since July 2007. He originally joined the firm in February 1995 as a trainee accountant and since that time has gained extensive experience in the business services and assurance areas.
From 2002 to 2007, Brenden specialised in providing assurance and related services to small and medium public and private groups across diverse industries, including consumer and industrial products, advertising, and agriculture. More recently, he has specialised in providing taxation, superannuation, and other business services to privately held groups.
Brenden is a member of Chartered Accountants Australia & New Zealand, and a Registered Tax Agent.
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Chris has extensive experience in the profession, advising the SME sector on all aspects of taxation, accounting and business management, together with conducting audits of large enterprises and foreign-controlled Australian companies under the Corporations Act.
He has undertaken valuations of SMEs for both family law and business sale purposes, as well as leading due diligence engagements for clients looking to acquire businesses. Chris' audit and advisory expertise extends to builders and developers, agribusiness, manufacturers, wholesalers and distributors, aged care and health care service providers.
Prior to joining Boroughs in 2014, Chris spent 27 years with BDO and its predecessor firm PKF where he served on the firm's executive in his capacity as Partner in Charge of the Private Client service line, as well as the firm's National Head of Private Clients.
He is a registered company auditor, an approved SMSF auditor, a Registered Tax Agent and a member of Chartered Accountants Australia & New Zealand. He also holds a diploma in Financial Planning.
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Since the mid 70's, Ian has advised family owned and managed businesses, high net wealth family groups, and subsidiaries of foreign companies.
Prior to joining Boroughs, Ian was a Senior partner at Deloitte Private (including Horwarth NSW), for nearly 20 years.
Ian has a wide range of experience in providing consulting services in respect of wealth and asset retention, succession planning, and business strategies. He has fulfilled professional roles as trusted advisor, accountant, advisory board member, non-executive directors, mentor, and family counsellor.
Ian is a member of Chartered Accountants Australia & New Zealand and is a Registered Tax Agent.
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John has been director of the Firm since 1979, and specialises in corporate financial strategic advice, mergers, and acquisitions. His experience includes roles in business advisory services, auditing, accounting services and taxation advice.
John is a Fellow Member of Chartered Accountants Australia & New Zealand, as well as CPA Australia. He is also a Registered Tax Agent.
John has given extensive service to the accounting profession particularly as a member of the New South Wales Divisional Council of the Australian Society of CPAs and of a number of Expert Panels and Professional Committees, including the joint committee between Government and the profession.
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Justin is a member of Chartered Accountants Australia & New Zealand. He is a registered Company Auditor and holds both a Bachelor of Commerce and a Graduate Diploma in Chartered Accounting.
He provides a broad range of business and corporate advisory services - including statutory financial reporting, taxation compliance and external audit services. His advisory skills also extend to superannuation, business group restructuring, completion of business and share valuations, due diligence reports and financial analysis and modelling.
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Kelly joined the firm in 2022 as a business services director.
With over 12 years' experience working with private clients in big four and mid-tier accounting firms, Kelly advises on a broad range of business and personal taxation matters. Kelly also has in-house family office experience.
Kelly works closely with a wide range of clients, with a focus on executives of listed companies, entrepreneurs and start-ups, high net wealth individuals and families, and private family-owned businesses. She specialises in structuring, capital gains tax, international tax issues, superannuation, asset protection and inter-generational planning.
Kelly is a member of Chartered Accountants Australia & New Zealand as well as The Taxation Institute, Australia. She holds a Master of Taxation (Honours) and a Bachelor of Commerce (Accounting & Finance) both from the University of NSW.
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Job Titles:
- Partner
- Business Services Director
With big four firm experience, Matthew has been a business services director since 2014.
Paul has significant experience in the provision of audit and assurance services with over 20 years in the field. He has provided financial reporting and external audit services to listed and unlisted public companies, large reporting private companies, and special purpose reporting entities. Paul has a wide range of experience with businesses in Advertising. Agribusiness, Construction & Engineering, Fashion, Hospitality, Manufacturing, Financial and Professional services, Retailers and Wholesalers amongst many others.
Paul graduated from Macquarie University with a Bachelor of Commerce majoring in Accounting and Finance. He was admitted as a member of the Institute of Chartered Accountants Australia & New Zealand in 2004.
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Stephen has been a business services director since July 2008. He originally joined the firm in 2001 as part of the taxation advisory division and has more recently focused on business services clients that have specialised tax needs.
Prior to joining the firm, Stephen conducted his own private practice as well as acting as the Group Financial Controller for his family's manufacturing and distribution business prior to its sale.
He has wide experience in taxation advisory, accounting, superannuation, family office and estate and succession planning matters.
Stephen is a Chartered Tax Advisor with The Taxation Institute, Australia, a member of Chartered Accountants Australia & New Zealand, CPA Australia, a Registered Tax Agent, and a Justice of the Peace (NSW). He holds a Bachelor of Commerce majoring in Accounting and Management (with a sub major in Marketing), and a Diploma of Financial Planning.
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Stephen is a business services director who joined the firm in 2013, previously having been part of a large mid-tier firm for over 10 years.
He has experience in all aspects of accounting, including statutory and management accounting, structuring, outsourcing and taxation compliance and advice. He has been involved in a broad range of clients in various industries, including aged care, property & construction, professional service providers, primary production and sport and entertainment.
Stephen is a member of Chartered Accountants Australia & New Zealand and is a Registered Tax Agent. He also holds a diploma in Financial Planning.
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Steve is a specialist tax director, who joined the firm in October 1990. A barrister and chartered accountant, Steve was previously partner in charge of the Pannell Kerr Forster, Sydney, Taxation Consulting Division. Having been with that firm almost 10 years he spent the previous 9 years with the Australian Taxation Office.
Steve brings to the firm the qualifications, experience, and ability to resolve clients' taxation issues and advise generally upon taxation matters in a legally and commercially effective manner.
Steve is a Fellow Member of Chartered Accountants Australia & New Zealand, a Certified Tax Advisor with The Taxation Institute, Australia, and a Barrister of the Supreme Court of New South Wales.
Steve has extensive experience in lecturing for both professional bodies and was formerly a part-time lecturer in Taxation Law at the University of Technology, Sydney and a member of the CPA Australia Taxation Centre of Excellence.
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Job Titles:
- Director
- Business Services Director
Zoe is a business services director, who joined the firm in November 2016. Prior to joining the firm Zoe worked at big four accountancy firms advising private clients and corporate entities on a range of taxation matters.
She specialises in providing tax and accounting advice to high net wealth individuals and businesses on matters including tax structuring, compliance, superannuation, succession, accountancy, and other business-related matters.
Whilst industry experience is diverse, Zoe has extensive experience advising professional services businesses and associated individuals, entrepreneurs, and property funds.
Zoe is a member of Chartered Accountants Australia & New Zealand. She holds a Bachelor of Business (Accounting and Economics).
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