EXPERIENCE

Bob is a chartered accountant with over 30 years of broad business experience. Having been a Director of Ferrier Hodgson (KPMG), Bob has extensive insolvency, restructuring, sale of business and investigation experience gained over a ten-year period from 2001 to 2010. Previously Bob held senior positions in transactional banking (structured finance and corporate lending), credit and risk policy, company secretary and general management roles.

QUALIFICATIONS

  • Bachelor of Commerce – University of New South Wales

  • Master of Business Administration – University of Edinburgh

 

PROFESSIONAL MEMBERSHIP

  • Chartered Accountant – Australia and New Zealand

 

KEY PROJECTS AND MATTERS

 

Although carrying out a diverse range of assignments, much of Bob’s work involves dealing with distressed businesses (restructuring, sale and purchase) and insolvency related transactions. Whilst working at State Street Bank & Trust, Bob was the Head of Credit & Risk, Company Secretary, Business Acquisition and Divestment with US Federal Reserve Reporting.

Whilst working at Hambros Australia (Merchant Bank), Bob held the roles of Head of Credit & Risk, and Senior Manager – Cross Border Leasing and Corporate Lending.

 

Bob works on Helm’s larger complex investigation and asset sale assignments and has vast experience in the following:

  • Due Diligence

  • Hands-On Interim CEO / CFO

  • Business Valuations

  • Distressed Business Reviews

  • Buy / Sell Businesses (distressed and healthy)

  • Investigating Accountant Reports

  • Informal Workouts

  • Forensic audit

  • Quick Business Health Checks

  • Solvency Reviews

 

INTERESTS

Bob enjoys travelling with his family and golf.

Chartered Accountants

 

Liability Limited by a scheme approved under Professional Standards Legislation

 

Linkedin_edited.png

© 2020 by Helm Advisory

__________

 

Level 16, 60 Carrington Street, Sydney NSW 2000, Australia

 

Email: sydney@helmadvisory.com.au

Phone: 02 9194 4000

____________

Level 30, Unit 3001, Tower 5, Bizloft U-Residence,

Lippo Karawaci, Tangerang 15811, Indonesia

Email: office@ha-assist.com.au

Phone: 021 2222 8910

____________