Robert Southwell
Director - Wealth Management (Sydney)

+61 2 8236 7700
+61 2 9233 4636
rsouthwell@moorestephens.com.au

Professional Qualifications

Associate of the Institute of Chartered Accountants in Australia
Proper Authority Holder under Australian Financial Services Licence (No. 236886)
Bachelor of Commerce

Professional Background

Robert joined Moore Stephens in 2000 and became a Director on 1 July 2004.

Robert heads up our business services division which offers a wide range of services to large private companies, SME'S and high net wealth individuals.

Robert's career to date has resulted in him developing a broad range of advisory skills in particular, structuring and taxation advice to high net wealth individuals as well as business consulting to SME'S. In addition Robert provides advice to large corporates on remuneration structuring, including employee share schemes, and advice to executives on managing the income tax issues arising from these benefits.

Robert's clientele includes high net wealth families, local and foreign business across a wide range of industries including funds management, health, recruitment, property and retail.

Robert is married and lives in the inner west with his two children. He enjoys all the things on two wheels including cycling, motorcycling, enjoys entertaining and has recently tried his hand at triathlons.