Ben Shi

Supervisor, Business Intel

I’m a Brisbane-based accountant specialising in business intelligence. I thrive on building strong relationships with business leaders and helping them understand their numbers. I'm particularly passionate about transforming data into actionable insights that drive results. 

Whether it’s solving cash flow issues, guiding smarter data-driven decisions, or collaborating with a team to uncover fresh perspectives, I love helping clients gain financial clarity and confidence. 

I enjoy learning the ins and outs of each client’s business, because success looks different for everyone. I value fresh thinking and take pride in being genuinely invested in helping businesses thrive.  

Outside of work, I’m a husband and proud dad to two young boys. On weekends, you’ll find us out camping, at a park, or watching the NBA. I cycle to work most days — one of the perks of living in Brisbane. 

I hold a Bachelor of Laws and Commerce (Accounting) and am a qualified Chartered Accountant (CA). 

Sean Boer

Manager, Business Intel

Based in Brisbane, I am a Business Intel Manager who’s passionate about helping clients cut through the noise and see their business through a financial lens — clearly, strategically, and with confidence. I love taking complex financial environments and turning them into something practical and actionable. 

What really drives me is helping my clients better understand their business from a financial perspective, so they can make smarter, more confident decisions — whether it’s surfacing the right insights, building better models, or simply asking the right questions. I’m here to support meaningful, informed choices. 

It’s incredibly rewarding to see clients feel more in control and equipped to navigate what’s ahead. Business is all about momentum, and I’m here to help keep it moving forward. 

When I’m not deep in data, you’ll find me exploring everything the Brisbane area and beyond has to offer — from beachside camping trips and national park escapes to kickboxing, reading, and racing anything with two or four wheels.” 

I hold a Bachelor of Accounting and Finance and am a qualified Chartered Accountant (CA). 

Nidhi Avasthi

Associate, Business Services 

With a background in banking and insurance, I’m passionate about supporting clients who need help getting back on track with their compliance. I take pride in understanding their unique situations, identifying where they need support, and filling the gaps to ensure they feel confident moving forward. Whether it’s helping clients better navigate their accounting software or connecting them with the right resources, I’m all about making complex challenges easier to manage and driving results that lead to satisfaction and success. 

Equally, I find joy in empowering young graduates and my team, sharing knowledge, building confidence, and giving them the tools they need to succeed in the world of accounting. Their growth and development are just as important to me as the work we do for our clients. 

I joined Roberts + Morrow in 2012 as a supervisor, and over the years, I’ve grown into roles as Manager in 2022 and Associate in 2025. My career journey has been shaped by my passion for helping businesses thrive, particularly in areas of compliance, business management, and financial clarity. 

Outside of work, I enjoy spending time with my husband and son, getting lost in a good book (or audiobook!), gardening, and listening to music. I'm deeply committed to continuous learning, having earned a Bachelor of Accounting, a Master of Commerce, and becoming CA qualified. 

I’ve called Tamworth home for 13 years after moving from India, and the local community has made me feel truly at home, motivating and enriching my career along the way. 

I’m always eager to connect with others who share a passion for growth, development, and making a meaningful impact. 

Jenna Harrington

Associate, Business Services 

I’m passionate about helping my clients achieve their goals, especially when they’re facing challenges. Whether it’s getting back on track, streamlining accounting systems, or automating bookkeeping processes, I’m here to make sure they spend less time working in their business and more time working on it. 

With a focus on software and accounting systems, I guide clients to fully understand and utilise the tools that can save them time and effort, and ultimately, keep them ahead of their business goals. I take pride in offering a personalised, goal-oriented approach, especially to regional businesses.  

I’m enthusiastic about training and encouraging young graduates to enter the accounting industry, helping them grow and feel supported every step of the way. 

Outside of work, you’ll often find me enjoying a good craft project — knitting, crocheting, or making clothes. I’m also an avid reader who loves providing book reviews for advanced reader copies. I’ve also had the privilege of serving as a committee member for the Tamworth Junior Chamber, I’m always looking for ways to connect with and contribute to my local community. 

Originally from Muswellbrook and having lived in Tamworth for over 13 years, I’m proud to be part of the Roberts + Morrow team, where I’ve grown from Supervisor in 2020 to Manager in 2022, and most recently, Associate in 2025.  

I hold a Bachelor of Business, a Master’s in Professional Accounting and a graduate diploma of CA.  

Yoon Lee

Partner, Business Services 

I’m passionate about helping small to medium-sized businesses thrive, with a special focus on the fast-paced and dynamic franchise sector. The variety of challenges within this industry makes it incredibly rewarding, I love partnering with franchise head offices to navigate complex decisions and provide practical advice that drives growth and success.

With a solid background in commercial transactions, I’ve honed my problem-solving skills and gained valuable insights into how businesses operate and make strategic decisions. This expertise allows me to offer advice that is directly applicable to the unique needs of each client, ensuring solutions that have a lasting impact.

Since joining Roberts + Morrow in 2023 and being promoted to Associate in 2024 and Partner in 2025, I’ve been focused on helping clients achieve their goals and build long-term relationships. I’m particularly committed to expanding my expertise in the franchise sector and making a meaningful difference for businesses aiming to scale and succeed.

Outside of work, I’m a proud father to a 2-year-old daughter and enjoy spending quality time with my wife. Staying active is important to me, and I love exploring everything Brisbane has to offer—from outdoor adventures to indulging in great food and wine.

I hold a Bachelor of Commerce and am a qualified CA & CPA, with 18 years of experience as an accountant and business advisor.

Stephen Mathews

Consultant, Business Services

Steve was born and raised in Tamworth and attended Tamworth High School then The University of New England where he gained his Bachelor of Financial Administration.

Steve began work with Malvern Mathews Smith in 1978 and became a Partner in 1983 until the merger with Roberts + Morrow 1 August 2022.

Hence has over 44 years experience in taxation, audit and business management.

Steve holds the following registrations:

• Chartered Accountants Australia and New Zealand
• Fellow of the Tax Institute of Australia
• Registered Tax Agent
• Registered Company Auditor
• Registered Self Managed Super Fund Auditor
• Justice of the Peace

His areas of interest are Information Technology, Capital Gains Tax, Share Trading and Superannuation.

Steve is married to Jocelyn and they have two adult daughters.

Steve loves playing golf as often as he can.

Michael Smith

Consultant, Business Services

Michael began his career with Malvern Mathews Smith in 1985 after graduating from The University of New England with a Bachelor of Financial Administration.

After completing his qualifications, Michael spent 12 months working in London for international company Fedex. Upon his return to Australia he became a partner of Malvern Mathews Smith in 1995 until the merger with Roberts + Morrow 1 August 2022.

He has over 38 years experience in taxation, audit and business management. Specialising in Primary Production businesses, retailers, transport industry and solicitors trust audits.

Michael's professional qualifications include being:

• Chartered Accountants Australia and New Zealand
• Registered Tax Agent
• Registered Company Auditor
• Registered Self - Managed Super Fund Auditor
• Law Practice External Examiner
• Justice of the Peace

Michael and his wife Brenda have three adult children and five grandchildren (so far). Since becoming empty nesters Michael & Brenda have enjoyed lots of travel. They also enjoy trying to stay fit, good food & wine and spending time with their growing family.

Michael was born and bred in Tamworth and attended Farrer Memorial Agricultural High School and University in Armidale and knows the local business scene.

Michaels interests include:

• Horse Racing, Golf and Rugby League
• Trying to keep fit by playing Oz Tag and cycling.
• Member of Tamworth First Light Rotary Club since 2006, serving as President (2017-2018), four times serving as Treasurer and has held many other board positions.

How to apply

Cameron Gosson

Associate, Financial Planning

Cameron graduated with a Bachelor of Commerce from the University of Southern Queensland in 2013. He began his career in the banking industry in 2008, followed by insurance before starting as a paraplanner in 2013 for a small financial planning firm in Toowoomba. Cameron has been working as a financial adviser since 2016. In 2022, Cameron joined the firm as a financial planner, and in 2023 he was welcomed as an Associate. 

Cameron has also attained a Diploma of Financial Planning, Advanced Diploma of Financial Planning, Margin Lending Accredited and SMSF Accredited.

Cameron enjoys working as a financial adviser as it allows him to work closely with clients in a wide variety of areas.

Cameron is an Authorised Representative of Count Financial Limited.

Away from work Cameron enjoys spending time with his wife and two sons, Cameron enjoys sport mostly soccer but also enjoys fishing and golf.

Karina Waite

Tax + Legal

Karina is an exceptional problem solver with over 19 years’ experience in taxation and law. She particularly enjoys helping small business owners with their taxation, succession, estate planning and conveyancing needs.

As a Lawyer and a Chartered Accountant Karina takes a blended and practical approach to providing solutions for our clients. She really enjoys guiding clients through any changeover processes and gets a lot of satisfaction from helping clients to achieve great outcomes.

Outside of work Karina and her husband Damien have three young daughters. She loves spending time outdoors and volunteering with the Armidale Athletics Club as a committee member and coach.

Cameron Cowley

Tax + Legal

I’m passionate about helping my clients navigate complex legal landscapes. With over 18 years of experience in commercial, corporate law, and estate planning, my focus is on crafting tailored solutions that meet their unique needs.

What drives me most is connecting with clients, understanding their goals, and working together to find creative, practical solutions. I particularly enjoy helping rural families with estate and succession planning, especially when it comes to passing down family farms or businesses to the next generation. This process is something I’m deeply passionate about, and I take pride in ensuring that clients' plans lead to long-term success.

I also enjoy mentoring young graduates and professionals, sharing insights, and guiding them as they develop in their careers.

As an accredited specialist in Business Law with the Law Society of New South Wales, I present Legal CLE sessions for The Education Network. I graduated from the University of Queensland with a Law/Arts degree and a Graduate Diploma in Legal Education & Training.

When I’m not working, you can find me gardening, playing tennis, or spending time with my wife and three children in Armidale.

Bernadette Garratt

Partner, Business Services

Growing up in the small town of Warialda, Bernadette moved to Armidale to join Roberts + Morrow in 2003 in an Office Administration Support capacity.

It quickly became clear she had the interest and drive to pursue a career as an accountant and with the support of mentors at the time, Bernadette completed a Bachelor of Financial Administration at the University of New England, moving to a Graduate Accountant role in Business Services.

Rapidly working her way up, Bernadette was admitted as a Chartered Accountant in 2015, moving to a Senior Accountant role, and not long afterwards, a Manager of one of the Armidale Business Services teams.

In 2019, Bernadette was made an Associate and most recently in March 2021 Bernadette became a Partner of the Firm.

Bernadette enjoys working closely with clients to assist them with their tax and accounting needs. She is passionate about finding the right solution to achieve the financial goals of clients in their business and personal lives through taxation advice, asset protection, wealth growth and succession planning.

In her spare time, Bernadette enjoys gardening, camping and spending time with her husband Cam and their two daughters Sophia & Chloe.

Max Elphick

Associate, Business Services

Max was born in Gundagai and completed his Accounting degree at Charles Sturt University, Wagga Wagga. He moved to Glen Innes in 1983 with his young family.

Max joined Roberts + Morrow in Glen Innes in October 2018 and was made an Associate in 2019. He specialises in taxation and business management advice for primary producers and small businesses. Max is a Chartered Accountant and registered Company Auditor and he is very familiar with the New England region and its varied industries.

Max has also had many years of experience in all aspects of Aged Care facility management both in the private and not for profit sectors. Max was appointed to his first aged care board position in 1995 and continues to serve in a board member capacity today.

Prior to joining Roberts + Morrow, Max was a Principal at a large regional accounting firm in Glen Innes.

In his spare time, Max runs a small Primary Production business just north of Glen Innes with his wife Michelle. He takes a keen interest in their vegetable garden, house yard plants and native tree planting on their primary production land.

Max’s main sporting interests are watching rugby league and cricket.

Robert Waters

Partner, Business Services

Robert joined Roberts + Morrow in 2005 and has worked across the business service and audit teams.

He completed a Bachelor of Commerce in 2006 from the University of New England. Then In 2009, Robert further attained a qualification as a Chartered Accountant and is a member of Chartered Accountants Australia and New Zealand.

During the six years spent in the audit division, he picked up valuable experience in financial accounting and self-managed super funds. With the last ten years exclusively in business services, Robert has worked with many client businesses across the New England region.

Robert was recently appointed as Partner of Roberts + Morrow from 1 March 2024, recognising his experience and professionalism and being a valued member of the Armidale and Glen Innes business services teams.

Robert enjoys spending time with his wife and two kids away from work and regularly visits the family farm nestled in the scenic gorge country east of Armidale.

Kylie King

Partner, Accounting & Audit

I’m passionate about helping businesses grow and succeed at every stage of their journey - from launch to retirement. Being an integral part of my client’s success is something I truly value. I love building lasting relationships along the way. My goal is to empower my clients to spend less time working in their business and more time working on it, so they can achieve their financial goals and feel confident about their future and retirement.

One of the most rewarding aspects of my work is mentoring new cadets and graduates as they start their careers. I take great pride in helping them navigate the complexities of the professional world and supporting them as they develop their skills and confidence. In addition to that, I’m deeply committed to helping individuals take charge of their financial futures, particularly when it comes to helping them get out of debt and move toward a healthier financial position.

Born and raised in Tamworth, I completed my Bachelor of Business, majoring in Accounting, at Sunshine Coast University in 2000. Since then, I’ve become a Certified Practicing Accountant (CPA) and have grown within my firm, being made an Associate in 2021 and Partner in 2023.

Outside of work, I’m spending time with my husband Brock (a golf professional) and our 10-year-old daughter Addie, along with our two dogs. I enjoy exploring new restaurants, attending music festivals, and squeezing in a round of golf whenever I can.

Derek Repp

Partner, Business Advisory

Derek joined Roberts + Morrow in 2017 leading the firm’s business advisory offerings. He completed a Bachelor of Accounting in 2004 from Pepperdine University in California.

Prior to joining Roberts + Morrow, Derek spent eight years working for an international accounting practice and then four years working in-house for a publicly listed Australian corporation. These roles provided Derek experience across a range of industries and valuable skills in financial reporting, governance and driving business performance. His time spent working within a corporation also gave him an appreciation for what it is like to “sit on the other side of the table”.

In 2007 Derek further attained a qualification as a Certified Public Accountant in the United States. Following ten years of working in accounting in Sydney and Armidale, he became a member of Chartered Accountants Australia and New Zealand in 2017.

Derek was appointed an Associate at Roberts + Morrow from 1 January 2020, and the Firm most recently welcomed him as Partner from 1 January 2021; recognising his expertise and professionalism, and being instrumental in bringing together the Business Advisory division.

Away from work, Derek loves being outdoors with his wife and three sons enjoying the beauty of the New England.

Wayne Higgins

Senior Financial Planner, Roberts + Morrow Financial Planning

Wayne holds a Bachelor of Business in Financial Planning, awarded with Distinction, by the RMIT University in 2012. Wayne also holds the professional designation of Certified Financial Planner®, awarded for coursework, by the Financial Planning Association of Australia (now the Financial Advice Association of Australia) in 2020.

Wayne started his work life in Sydney in 1981 as an Electronics Engineer with the Federal Department of Aviation and developed his career moving on to leading high-technology companies such as AWA Limited, Logica PLC and Honeywell Limited. During his 30 years in the sector, Wayne rose through the ranks to senior levels of Business Development and Operations Management.

After making the decisions to "Tree Change" to regional New South Wales and "Career Change" into the Financial Services Sector, Wayne has successfully practiced in the North Coast and New England regions of New South Wales. Since becoming a qualified Financial Planner in 2012, Wayne has served as an authorised representative for leading providers such as the Commonwealth Bank of Australia, First State Super and Findex Advice Services.

When not at work, Wayne enjoys undertaking ambitious renovation projects and caring for his two Whippets and two Dachshunds at home in Armidale NSW. Wayne has also had the unique experience of owning an Award-Winning Oceanfront Restaurant and successfully ran the business in Lennox Head NSW for over four years.

Wayne's goal as a Senior Financial Planner with Roberts + Morrow is to take his clients on a journey that will substantially improve their financial position along with their financial knowledge and confidence.

Wayne Higgins is now an Authorised Representative of Count Financial Limited.

Wayne joined Roberts + Morrow in January 2024 and now leads our Financial Planning Team.

Carolyn Cooper

Partner, Audit

Carolyn joined Roberts + Morrow in 2007 as our Chief Financial Officer. In this role she managed the ongoing financial and administrative functions of the firm, delivering quality reliable information to the Partners. In addition Carolyn has been involved in the Firm’s quality assurance processes over many years.

In early 2018 Carolyn moved to the Audit & Advisory team to take on the new role of Audit Manager and was made an Associate of the Firm in 2019. As required, she is currently maintaining a log book in order to obtain her audit registration.

Before joining Roberts + Morrow, Carolyn was employed as a senior director of the Australian National Audit Office for 7 years and has had significant experience with federal government entities, clubs and not for profit organisations.

Carolyn holds a Bachelor of Financial Administration from the University of New England. She is a member of the Chartered Accountants Australia and New Zealand and CPA Australia.

After 13 years in various roles within the Firm, Roberts + Morrow were pleased to welcome Carolyn into the Partnership in 2020, leading the audit division into a new decade under her expertise.

Paul Williams

Partner, Legal Solutions

Paul holds a Master of Laws degree from the University of Sydney and is a Chartered Tax Adviser with the Tax Institute of Australia. Paul heads up our Tax + Legal team and has over 20 years’ experience partnering with clients to find innovative solutions to complex tax and estate planning problems. Paul prides himself on his ability to summarise difficult concepts in a way that is easy for clients to understand and make decisions on.

In his leisure time Paul and his wife Emma are kept busy with the various sporting and musical activities of their three children. When time permits Paul tries to squeeze in some road cycling.

Sam Notley

Partner, Business Services

Sam was born in Glen Innes and completed a Bachelor of Financial Administration at the University of New England in 1997. After initially training as an accountant in Moree, he joined Roberts + Morrow in May 2000 . In June 2003 Sam relocated back to Glen Innes where he became a Partner of the Firm. He now operates from both the Glen Innes and Armidale offices with his client work.

Sam prides himself on his ability to communicate complex information in simple terms to his clients and believes in finding unique ways to develop good business strategies. Sam’s approach is down to earth and he appreciates the chance to communicate with all sorts of personalities. In addition to this, Sam has deep roots in farming, particularly in sheep and cattle, instilling a profound understanding of the challenges and opportunities within the industry. Through his financial expertise, Sam assists farmers in developing business plans and implementing financial strategies to navigate the industry. 

Sam is a keen sports fan, particularly of rugby union and cricket, however he is willing to hold a discussion on most sports. Sam is well known locally due to his family connection with Notley’s Wool Store and for his contribution to rugby union and cricket teams.

In his spare time, Sam and his wife Alex are busy looking after their three young girls and Sam enjoys playing rugby for the local Barbarian’s rugby union team.

Matthew McCulloch

Partner, Business Services

I’m passionate about helping businesses thrive by improving profitability and creating sustainable growth. My hands-on, collaborative approach focuses on understanding each client’s unique challenges and crafting tailored solutions that deliver real, impactful results.

With a business intelligence mindset, I focus on streamlining systems, improving functionality, and always keeping the bottom line in mind. I thrive on brainstorming with clients, tackling complex problems together, and offering trusted advice from a holistic, financial perspective.

I'm particularly passionate about the North West region, especially the opportunities new technologies and online accounting bring to local businesses and farmers. With a farming background, I have a strong interest in primary production accounting.

Specialising in tax advisory and planning for small to medium-sized businesses, I take pride in working closely with clients and their management teams to ensure successful outcomes.

Originally from Tamworth, I completed my secondary school at St Ignatius’ College Riverview and earned a Bachelor of Economics with a Major in Finance from Sydney University. I became a Chartered Accountant in 2014 and moved back to Tamworth with my wife, Tara, to be closer to family.

Outside of work, I am a father of three and enjoy staying active with golf, running, and attempting surfing. Growing up in Tamworth and spending time on our family farm at Willow Tree instilled strong values of hard work and community.

I’m excited about the future and look forward to continuing to grow the Roberts & Morrow business, providing top-tier services to the North West region.

Tanya Bagster

Partner, Business Services

I am dedicated to making my client's lives easier through a personal, hands-on approach. I thrive on understanding the unique pain points of each client and find immense satisfaction in streamlining processes, that help them reach their goals more efficiently. Whether it’s navigating through complex red tape or supporting small businesses in their growth journey, I love working closely with clients. I enjoy looking for ways to make their path smoother and more straightforward, creating tailored solutions that truly make a difference.

I take great pride in working with families and family businesses and building lifelong relationships. It’s incredibly rewarding to guide clients through every stage of their journey, providing them with the support they need to succeed.

I am passionate about the agricultural industry and I am proud to support agribusinesses as they overcome challenges and create sustainable futures.

I understand the demands on professionals and business owners and work hard to deliver solutions to help take the worry of taxation and accounting out of business operations.

When I’m not working, I’m a busy mother who enjoys spending quality time with my husband Joseph and our two daughters.

I graduated with a Bachelor of Commerce from the University of Newcastle in 1998. Upon completion of my degree, I relocated to Tamworth to be closer to my home town of Narrabri. I was admitted as a Chartered Accountant in 2004.

Joel Weier

Partner, Business Services

Joel graduated with a Bachelor of Financial Administration from the University of New England in 2000.

Joel joined Roberts + Morrow in September 1999 and was admitted as a Chartered Accountant in 2003. In 2008, Joel was admitted to partnership. His areas of special interest include small business management and accounting, income tax, superannuation and government assistance.

Coming from a family with a very successful small business background gives Joel an understanding of the issues involved in running them. Small business owners need to wear many different hats including human resources, finance, capital management and WHS just to name a few. This is where Joel believes obtaining assistance from a professional practice is crucial to the success of every small business.

Joel is a keen golfer and has recently started playing volleyball again in the local competition organised at the University. He is also involved in the management of several local charities and organisations. He enjoys spending time with wife Jane and their three sons; Nicholas, Oliver and James.

Jason Simmonds

Partner, Business Services

I’m passionate about helping businesses and individuals confidently navigate their financial challenges with confidence. Since playing a key role in launching our Brisbane office in 2021, I've been excited to contribute to its growth and expand our client base. What I love most about my work is the opportunity to build strong, lasting relationships with clients, identify their pain points, and proactively offer strategies that enhance their tax efficiency and overall business performance.

At the heart of everything I do is a commitment to going above and beyond for my clients. Whether it’s bringing in specialists when necessary or providing clear, actionable financial advice, my focus is always on making a meaningful difference in their financial success and delivering the highest level of service.

Mentoring young grads and staff members is something I’m truly passionate about. There’s nothing more rewarding than helping them develop into future leaders and watching them advance into managerial and partner roles.

With over 20 years of experience, I specialise in business intel, tax technology, and superannuation. I’m also proud to be one of the few Chartered Accountants in Australia and New Zealand to hold the CA Self-Managed Superannuation Fund Specialist qualification.

When I’m not in the office, I’m an avid cyclist, a proud father to three sons, and a travel enthusiast. I love living in Brisbane and fully embrace the vibrant city and corporate lifestyle it offers.

Chris Ingall

Partner, Business Services

Chris graduated with a Bachelor of Agricultural Economics from the University of New England in 2000 as well as a Graduate Diploma in Financial Management in 2006.

Chris had previously worked for a number of years with Roberts + Morrow and was admitted as a Chartered Accountant in 2009.

Chris along with his growing family relocated to Tamworth and became a partner with a local firm in 2011 which later became known as Plante Davis Chartered Accountants. Chris maintained his close working relationship with Roberts + Morrow during these years and is now proud to be part of the Roberts + Morrow group after merging the businesses in 2016.

Chris grew up locally on the family farm and has both an agricultural and commercial background. He is dedicated to delivering accurate, high quality, progressive and reliable advice to his clients.

Chris and his wife Louise are kept busy raising their three young sons and enjoy travelling and spending time with their family.

Brad Schumacher

Jane Newsome

Partner, Business Services

I’ve built my career around strong relationships, hard work, and a deep commitment to helping others succeed. 

As a Partner at Roberts + Morrow, I am passionate about helping clients - particularly in agriculture and small business - manage, grow, and protect their wealth. My own background in primary production, and life on our cattle property in Dundee with my husband Brad, gives me a personal understanding of the challenges faced by rural businesses. 

What drives me most is seeing clients succeed and achieve their goals, whether through succession planning, business growth, or gaining confidence and security. I also take great pride in mentoring young professionals across our offices and advocating for more accountants in regional communities. 

I joined Roberts + Morrow in 2000, became a Chartered Accountant in 2004, and a Partner in 2008. I hold degrees in Management (Communication) and Financial Administration from Orange Agricultural College and the University of New England. 

Outside of work, you’ll find me in the garden, with a good book, on horseback, or supporting local community events. 

Annette Aslin

Partner, Business Services

I’m passionate about building strong connections with my clients and helping them achieve better outcomes in asset and wealth management. Whether it’s guiding small to medium businesses toward their goals, or supporting clients through the journey of purchasing and growing their perfect business, I love being there every step of the way and seeing them thrive.

I’m fortunate to work with a highly skilled team that shares my commitment to delivering meaningful, tailored solutions. One of the most rewarding parts of my work is engaging with clients, sharing knowledge, and helping them truly understand their business figures so they can make more informed, confident decisions.

Growing up in Tamworth, I’m deeply committed to my local community here and take pride in helping businesses in the region grow and succeed. I understand the requirements of today’s ever-changing business environment and endeavour to provide reliable and common sense advice to my clients.

Outside of work, my family and I are active sports enthusiasts, and our weekends are often filled with family sporting activities. I also enjoy getting outdoors and spending time in my garden.

I graduated with a Bachelor of Financial Administration from the University of New England in 1994, and was admitted as a Chartered Accountant in 1998.

Phil Gream

Managing Partner, Business Services

Phil grew up in Armidale and attended the University of New England, graduating with a Bachelor of Financial Administration in 1988. He spent 12 months working at Roberts + Morrow before leaving to join a Sydney based firm where he gained valuable experience in the audit sector and was admitted to the Institute of Chartered Accountants in 1991. Phil returned to Roberts + Morrow in June 1992 and was admitted as a partner in 1998. In 2019 Phil took on the Managing Partner role for the Firm, overseeing operations and management right across the Practice.

Phil and his team provide general taxation and business advisory services and specialise in generating management reports to assist clients in making well informed business decisions. This is achieved by focusing on his clients’ accounting processes, systems and internal controls. Phil believes that when these are in place, business owners are able to spend more of their valuable time identifying and dealing with the key strategic issues facing their business.

His underlying approach is to look at a client’s whole financial situation and well being – not just at their business – to ensure the focus is on maximising wealth creation and protecting their financial security.

Phil is a keen sports fan who enjoys following the NRL, participating in a range of sports including running and spending time with his family.