Joseph Lombardi CA

Partner

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.

Qualifications:

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