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.
Alistair has worked in the Accounting, Superannuation, Taxation and Business Advisory sectors for over 20 years. He has developed a specialisation in Self Managed Superannuation Funds through his extensive experience in the field and accreditation as an SMSF Association Specialist Advisor.
He has worked on all sides of superannuation from assisting employers and businesses meet their obligations, assisting individuals to make the most of the superannuation system, working on APRA regulated funds to assisting trustees on all facets of Self Managed Superannuation Funds. His extensive practical experience and education enables him to assist client in meeting their obligations, avoid pitfalls and make the most of superannuation opportunities.
Alistair Galbraith is an Authorised Representative of Count Financial Limited .
Annette graduated with a Bachelor of Financial Administration from the University of New England in 1994 and joined a local Tamworth based accounting firm. Annette was admitted as a Chartered Accountant in 1998 and in 2007 she was admitted as a partner of the firm now known as Plante Davis Chartered Accountants. Plante Davis merged with Roberts & Morrow in 2016 to provide an even greater range of professional services to their client base.
Annette grew up in Tamworth and is committed to her local community. She is passionate about building strong and viable businesses in the region.
Annette has developed a strong community client base and strives to provide a personal and professional service. Her areas of interest include; taxation, GST and small business.
Annette understands the requirements of the changing business environment today and endeavours to provide reliable and common sense advice to her clients.
Annette’s family, including her husband Raymond and two children, are keen sportspeople and her weekends are often full with various family sporting activities.
Jane began her working and accounting career in 1986 with a firm in Sydney where she gained valuable experience in the areas of taxation, business management & primary production before travelling extensively overseas. Upon her return from overseas she settled back in Glen Innes near to where her parents now reside.
Jane completed a Bachelor of Management (Communication) from the Orange Agricultural College in 1999 and a Bachelor of Financial Administration at the University of New England in 2001.
In July 2000 Jane joined the Roberts & Morrow team in Glen Innes and became a member of the Institute of Chartered Accountants in 2004. In 2008 Jane became a partner of Roberts & Morrow.
Primary production has played a large part in Jane’s personal and professional life. With many agricultural clients, Jane’s advisory work is underpinned by a focus on maintaining and growing client wealth and ensuring they have properly structured succession and estate plans in place.
Having also been a small business owner & manager, Jane understands the complexities of running a business and believes firmly that hard work and high quality advice are critical to business success.
Jane is married with three children and she and her husband Brad continue to run a cattle and fat lamb property at Dundee.
Jane Newsome is an Authorised Representative of Count Financial Limited .
Brad grew up in Armidale and he attended the University of New England gaining a Bachelor of Computer Science in 1997.
Brad has always been passionate about the IT industry. He commenced with Roberts & Morrow in 1996 as an accountant, and in 1999 he recognised an opportunity to utilise this passion to develop an IT solutions business within the firm, now known as Roberts & Morrow Technology (RMT).
RMT supports many varied businesses statewide but they specialise in the IT and software support of accountancy firms. This specialisation in accounting firms is a key point of difference between RMT & many other IT providers. Brad is a Microsoft Small Business Server Specialist and he is highly qualified in the support of MYOB software.
Brad advises businesses in simple language, choosing not to overwhelm them with technical jargon. His focus is to implement IT solutions & tools that suit his client’s specific requirements – no matter how big or small they are. Success for Brad is in observing improvements in his client’s processes & systems and the efficiencies that flow from them.
Brad has a strong team that shares his passion for meeting high professional standards and developing good client relationships. His advice to business owners is to set up IT infrastructure properly from day one to ensure their systems are secure, efficient and adequate.
Brad enjoys spending time with his wife Sarah and his four children. He is a keen sports fan & especially enjoys watching any ball game.
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.
Jason is a Chartered Accountant (CA) and Tax Agent with degrees in both Law (Honours Class 1) and Commerce from the University of New England where he has also tutored and lectured in a number of subjects including Taxation Law.
One of less than 300 CA SMSF Specialists in Australia, Jason has advanced knowledge & understanding of SMSF regulation, contributions rules, investment standards and taxation concessions. He advises on a full range of complex SMSF strategies and incorporates this into comprehensive wealth plans for his clients.
Jason is a keen cyclist and a member of the Armidale Cycling Club. He enjoys spending time with his wife Jane and their three boys, who are all keen cyclists too!
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 address many attributes such as 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 fisherman and golfer and has started competing in fun runs and marathons. 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.
Tanya graduated with a Bachelor of Commerce from the University of Newcastle in 1998. During her university studies she gained early experience as a cadet accountant with a local Newcastle accounting firm. Upon completion of her degree, Tanya relocated to Tamworth to be closer to her home town of Narrabri.
Tanya was admitted as a Chartered Accountant in 2004 and in 2016 became an Australian Financial Services Licence (AFSL) Holder. Her professional experience includes; business services, agribusiness, taxation, tax planning and self-managed superannuation funds.
Tanya became a partner of a local Tamworth firm in 2012 which later became known as Plante Davis Chartered Accountants. Looking to expand the services available to their client base, Plante Davis merged with Roberts & Morrow in 2016.
Tanya provides a personal approach and works hard to deliver solutions to improve the quality of her client’s businesses and ultimately their lives. She understands the demands on professionals and business owners and works hard to deliver solutions to help take the worry of taxation and accounting out of business operations.
A proud mother of two, Tanya enjoys spending time with her husband Joseph and their daughters.
Matthew grew up in Tamworth originally, before heading to St Ignatius’ College Riverview in Sydney for his high school years. For his tertiary studies, he studied at Sydney University and completed a Bachelor of Economics with a Major in Finance. Matthew gained experience working in London for a while and then in Sydney for five years, completing his Chartered Accountant qualification in 2014.
In 2014 Matthew joined Plante Davis Chartered Accountants in Tamworth as a Senior Manager. He was made an Associate of the firm in 2016 prior to the firm’s merger with Roberts & Morrow and in July 2018 Matthew became a Partner of Roberts & Morrow.
Matthew brings a passionate and professional approach to his work specialising in tax advisory and planning for small to medium sized businesses. He works meticulously with his clients and their management team to deliver successful and effective results, achieving positive outcomes in areas such as taxation advice, asset protection, succession planning, business management, cash flow and budget forecasting.
Matthew has strong family ties to Tamworth and the region. He is a keen sportsman, particularly passionate about rugby and golf. In his spare time, Matthew enjoys time with his wife Tara and his son.
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.
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.
Paul is a solicitor of the Supreme Court of New South Wales with undergraduate degrees in both Law and Financial Administration from the University of New England and a Master of Laws degree from the University of Sydney. Paul has over 20 years’ experience as a taxation lawyer and has attained the designation of “Chartered Tax Adviser” from the Taxation Institute of Australia.
He commenced his career in the taxation division of one of the Big 4 accounting firms in Sydney in 1998. He became a tax lawyer with a mid-tier law firm before taking up a Senior Associate position with a boutique taxation advisory firm in 2009. In 2012 Paul accepted the Tax Lawyer position with Roberts & Morrow. As part of that role he heads up the Tax & Estate Planning Team which advises clients on business succession and estate planning issues. In 2015 Paul was made a Partner of the Firm.
Self-managed superannuation funds (SMSFs) are becoming increasingly significant within private client groups. Tax effective utilisation of SMSFs during one’s lifetime and appropriate strategies for passing control of the wealth held in an SMSF on death is therefore a key focus of Paul’s estate planning advice. As a tax lawyer working in an accounting practice, Paul brings a different skillset to superannuation problems, opportunities and strategies. He is therefore well placed to advise, not only on tax aspects of superannuation, but on how superannuation interacts with a client’s broader estate planning intentions.
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 Institute of Chartered Accountants 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.
Kylie graduated from the University of New England with a Bachelor of Economics in 1988. She began her career in the Australian equity market, working in Funds Management in Sydney and London, moving to Brisbane in 2000 to work in Corporate Superannuation. In 2010 Kylie returned home to her birthplace of Armidale with her husband Scott and two children.
Throughout this time Kylie continued her study obtaining Graduate Diplomas in Applied Finance and Investment and Financial Planning. She is an Associate of the Financial Planning Association of Australia and a SMSF Specialist Adviser.
Kylie enjoys taking the complex and making it simple – “my biggest enemies are apathy and inertia. I’d like to help you take control of your money and your life with the financial knowledge you need to do so”
When not at work Kylie enjoys spending time with her husband on their small cattle property and patchwork quilting.
Kylie Alcorn is an Authorised Representative of Count Financial Limited .
In 2020, Roberts & Morrow welcomed Kylie to the Partnership, recognising her wealth of knowledge and expertise, as well as her excellence in leading the Financial Planning division since December of 2018.
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 & 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.
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 business. 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 sector. Max was appointed to his first aged care board position in 1995 and continues to serve in a board member capacity today. His board service includes Chairman or Managing Director positions with two aged care organisations.
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.
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.