Joseph Lombardi CA


For over twenty-five years Joseph has been intimately involved in growing a successful accounting and advisory practice as well as holding Board positions and leadership roles. This experience has provided Joseph with unique insight into the essential elements required for a successful business.

Joseph is passionate about helping his clients reach their personal and business goals and achieves this by assisting his clients to:

  • Set goals and commit to them
  • Recruit appropriate staff and put systems in place
  • Implement KPI’s and performance appraisal systems
  • Set a clear vision, ensure transparency, and culturally align the organisation
  • Celebrate every win and milestone

Joseph specialises in providing expert advice to business owners and Boards, including:

  • Development of business and succession plans, including family constitutions and overseeing the implementation
  • Regularly acting as an independent chairman to assist clients in facilitating change
  • Provision of insight into operations through analysis of results and a pragmatic and professional approach
  • Extensive experience in succession planning, including the ability to understand and navigate the complex interplay between family, owners, and business.

Outside of work Joseph enjoys getting down to the beach, driving his vintage Fiat 500, the company of family and good friends, and sharing great food, wine and stories.


  • Bachelor of Business
  • Chartered Accountant (CAANZ)
  • Certified Practicing Accountant (CPA)
  • Accredited Family Business Adviser (FBA)
  • Fellow, Australian Institute of Company Directors (FAICD)
  • Australian Israeli Chamber of Commerce (AICC)

Industry Specialisations:

  • Importers and Wholesalers
  • Manufacturers
  • Professional Services Firms
  • Builders and Property Developers
  • High Net Wealth Family Groups
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