Meet The Morrows Team
Directors and Senior Management Team

I am recognised amongst my peers as an expert in Family Governance and Inter-generational Wealth Transfer. I specialise in providing advice in complex cases and blended families. I can utilise the accounting, legal and wealth management resources of the Morrows Group, a multidiscipline practice, to provide superior strategic outcomes.

Alistair has been in business since 1980. He founded the Commercial Advisory Group (CAG) in 1998, which was later acquired by WHK. He joined Morrows in 2008 and is now one of two General Managers at Morrows, a member of the Morrows Senior Management Team and provides input to the Board on the direction and growth of the Business Services, Taxation and Superannuation teams.

It’s about the future – not the history lesson!!!
Changing the journey for family business.
I advise on real world structures, family business governance and business dynamics.
Working with owners on forward focussed performance improvement and web based technology solutions for enhanced business efficiencies.

Laurel joined Morrows as a Graduate Accountant in 1994. Her hard work and devotion to Morrows and its clients have seen her progress to General Manager. She is a member of the Senior Management Team as well as the Morrows Investment Committee. Laurel consolidated her accounting skills initially then branched out into superannuation, financial advisory, estate planning, portfolio construction and advice. She has consulted to the CPAA on the Superannuation and Financial Planning course material for the graduate accountants program.

Neil started in public practice in 1990 and worked in three firms over the next decade, developing strong general taxation knowledge. It was at this point Neil decided to specialise in superannuation having joined Morrows in 1994 and observing their considerable strength in this area. Neil’s work for Morrows clients covers their self managed super funds, compliance and audit matters. He is also regularly contacted by other accountants for guidance on complex superannuation compliance matters relating to their clients.

Nicole has over 25 years’ experience in human resources, strategy development and business operations within professional services firms and publicly listed companies. She has a very a diverse background having worked at law firms, accounting firms, Tattersall’s and she has lectured at Swinburne University in management.
Audit

Ian has been working in the accounting industry for over 40 years and as such, has operated at all levels of Chartered Accountancy assisting clients with tax, audit and business service.

Adrian Fong is an Associate and Director of Morrows Audit and specialises in Audit and Assurance services. Adrian has been in the auditing profession for nearly 15 years with 5 years for PricewaterhouseCoopers Malaysia. Adrian is a member of CPA Australia as well as a Registered Company Auditor.
Business and Taxation Advisory

With over 25 years experience in the profession, Paul has been exposed to all areas of general practice. Today, his primary focus is on business services and tax.

Paul specialises in providing accounting, tax and planning solutions to businesses and individuals. He focuses on clients’ needs and takes a strategic approach whilst looking for innovative solutions. His time in the profession has been in accounting services and audit.

Archie is a diligent and thorough accountant who leads his team well as well as being a founding member of the Morrows Leadership Group.

Carmen is an experienced Chartered Accountant, having started with the firm in 1996 as an Industry Based Learning Student and steadily progressed through the ranks to become an Associate.

A long term and highly valued employee Morrows, Paul was recruited via the RMIT Co-op Program in 1988, completed his studies and then joined the Business Services and Tax team full time.

Yin has over 15 years’ experience in Business Services. She started her professional career in 2003, qualified in 2005 and joined MSI Ragg Weir in 2010.

Joe joined Morrows in July 2008, and now manages one of our business advisory teams. He is a qualified Chartered Accountant and Chartered Tax Adviser whose main focus is on Morrows business clients.

Marcus began his career with the firm in 2000 and has worked his way up the ranks to the role of an Associate. Over his 16 years of experience with all the current Partners of the firm as his mentors he has gained experience in Business Services, assisting clients with tax issues and cloud accounting solutions.

Ashwind started in the professional services industry in March 2003 as a Tax Consultant with Ernst & Young in New Zealand before moving to Australia in November 2005. He has over 10 years of professional services firm experience in Australia.

Kellie joined the Morrows team in 2015. Throughout her career as a Chartered Accountant, Kellie has gained a breadth of experience in both Second Tier Professional Services Firms and Industry.

Lisa has been involved in the accounting and business advisory industry since 1998. Joining the Morrows team in 2012, Lisa is recognised and regarded for her strong client relationships, commitment to continual improvement and excellent technical skills.
Legal

Rabia is an experienced and talented lawyer, who began her law career in 2005. Since then, she has honed her legal skills and developed expertise in all facets of estate planning and asset protection.

Duncan is a third generation lawyer and has been actively practising law since 1977, joining Morrows Legal in 2011. Duncan has been involved in all aspects of property law. Often acting for the lenders to property transactions, Duncan has developed knowledge and expertise on almost everything there is to know about property – from the methods of holding property, to intellectual property rights to zoning and planning to the planning of your estate and protecting your property assets on death

Adam has been a lawyer since 2001 and has practised in New Zealand and England before settling in Melbourne in 2007. Adam has a broad property and commercial sector experience having acted for a range of clients including Asciano, Toll, National Foods, Lion Nathan, Mediterranean Shipping Company, Vodafone, MAB, Hamton, Valad, Little Projects, Westpac, NAB and Bank of Melbourne.

Russell is a lawyer with over 10 years’ experience in both the public and private sectors. He completed his law degree at Deakin University in 2003 and his Masters of Tax at Melbourne University in 2010. He is also a Chartered Accountant and a Chartered Tax Advisor.
Lending Solutions

Sarah has over 12 years’ of experience in providing financial advice to high net worth clients and assisting them in achieving their goals and objectives. Over five years ago, she began to specifically focus on providing tailored lending solutions for clients.

Les Warden’s experience boasts an impressive range of roles within the lending and finance sector for more than 20 years. During his career, he has worked with a number of major banks; now possessing a wealth of experience in loan assessment, financial advisory and owner management.
Morrows Private Wealth

Chris joined Morrows in 2001 and was appointed Chief Investment Officer (CIO) in 2007, as well as Responsible Manager on the Morrows Private Wealth Australian Financial Services Licence (AFSL) in 2010.

David has always taken pride in developing strong relationships with his clients. It’s his easy going nature and attitude that assists him in achieving this. A defining moment in David’s career was becoming partner at 26 in a small accounting firm. Establishing their financial planning arm some years later made him realise there was much more to assisting clients than tax returns and tax advice.

Jonathan is a Chartered Accountant and a Certified Financial Planning® practitioner with more than 15 years in the financial services industry. He has particular expertise in retirement planning, tax planning and compliance, superannuation, structures, investments, insurance and social security.

Emma has over 20 years’ experience in Financial services including ten years as an integral part of the firm and is a Certified Financial planner CFP®.

Kyle is a Certified Practising Accountant (CPA) and a Certified Financial Planning CFP® practitioner with more than 7 years in the financial services industry. He is a member of the Morrows Investment Committee and has specialist knowledge in portfolio construction and the investment selection process.
Superannuation

Anne has decades of experience in the accounting industry, with over ten years of experience in the small to medium business sector. Anne is a qualified Chartered Accountant.

A late recruit to accounting, Maureen did her degree at 40 and since then has worked for KPMG and Pitcher Partners in Melbourne, cementing her skills after which she joined Morrows.
Human Resources Advisory

Nicole has over 25 years’ experience in human resources, strategy development and business operations within professional services firms and publicly listed companies. She has a very a diverse background having worked at law firms, accounting firms, Tattersall’s and she has lectured at Swinburne University in management.