Our Partners

ROBERT TABER  BCom UNSW, CA, FCA, CFP, SSA Bob joined Cutcher & Neale in 1980 and has been a Partner since 1986. His vision and insight has been instrumental in guiding our evolution from a traditional accounting firm to the multi-disciplined, fully integrated service provider we are today. Bob's areas of expertise include:  Self Managed Superannuation  Retirement strategies Estate planning Tax-effective business structuring Tax advice and planning Services to medical practitioners

IAN NEALE BCom, FCA, CFP, SSA Son of the firm's co-founder, Geof Neale, Ian joined in 1985 and has been a Partner since 1988.  His wide ranging skills and deep experience are invaluable to all areas of our business.  Ian's areas of expertise include: Club and Hospitality industry services Strategic review and risk management   Business plans and valuations Business financing Tax advice and planning   Property development Construction contract management.

PHILLIP SMITH   BCom, CA, FCA, CFP, SSA  Phil first joined the firm in 1986 before leaving in 1988 to work for the prestigious Hill Samuel Investment Bank in London. He returned in 1994 as a Partner in the newly created Investment Services Division. Phil's hands-on experience and breadth of financial market knowledge coupled with Chartered Accountancy skills are unique. Phil's areas of expertise include:  Portfolio management and investment Sharemarket advice and placement Self Managed Superannuation Financial planning Retirement strategies Estate planning

DAVID CARPENTER BCom, FCA, CTA, AIMM,  Dip. FS (FP), SSA, SSAud David joined the Firm as a trainee in 1987 and became a Partner in 1997. He has extensive experience in assisting industrial sector SMEs with their accounting, taxation and business advisory needs. David's areas of expertise include:  Business planning, reconstruction and valuation Tax-effective business structuring Business advisory Risk management Franchise consultancy GST Tax advice and planning

MARK O'CONNOR BCom, CA, CIA  Mark joined the Firm as a trainee in 1992 and became a Partner in 2002. He is a registered company auditor and specialises in the Not-for-Profit, Health Services and Registered Charity sectors. Mark's areas of expertise include:  Financial reporting, External audit Business risk and internal control Business process improvement Forensic accounting Due diligence Business valuations

JARROD BRAMBLE BCom, FCA, CTA, Dip FS(FP), SSA Jarrod joined the firm in 1998 and became a Partner in 2004. A specialist in services to medical practitioners and dentists, he has extensive experience in business development, financial analysis and corporate restructuring across a wide range of industries. Jarrod's areas of expertise include: Capital transaction planning Business reporting and KPI development Services to dentists and medical practitioners  Tax-effective business and medical practice structuring Business and practice financial modelling Surgery acquisition strategies Taxation advice and planning Retirement strategies and estate planning

SHANE MORGAN  BCom, CA, F.Fin, SSA Shane joined the firm in January 2005 and became a Partner in July 2012. He's a Self Managed Superannuation specialist and head of our SMSF division.  Shane is a fully accredited member of the Self Managed Super Fund Professionals ' Association of Australia (SPAA) and is the Chairman of the organisation's Hunter Region Sub-chapter. He also has extensive experience in business structuring and development. Shane's areas of expertise include: Self Managed Superannuation Estate Planning Retirement Strategies and Wealth Creation Tax and Pension strategies for SMSFs Tax effective business structuring Services to Dentists and Medical Practitioners Surgery acquisition strategies Business reporting and KPI development Tax advice and planning