Phil grew up in Armidale and attended the University of New England, graduating with a Bachelor of Financial Administration in 1988. He spent 12 months working at Roberts & Morrow before leaving to join a Sydney based firm where he gained valuable experience in the audit sector and was admitted to the Institute of Chartered Accountants in 1991. Phil returned to Roberts & Morrow in June 1992 and was admitted as a partner in 1998. In 2019 Phil took on the Managing Partner role for the Firm, overseeing operations and management right across the Practice.
Phil and his team provide general taxation and business advisory services and specialise in generating management reports to assist clients in making well informed business decisions. This is achieved by focusing on his clients’ accounting processes, systems and internal controls. Phil believes that when these are in place, business owners are able to spend more of their valuable time identifying and dealing with the key strategic issues facing their business.
His underlying approach is to look at a client’s whole financial situation and well being – not just at their business – to ensure the focus is on maximising wealth creation and protecting their financial security.
Phil is a keen sports fan who enjoys following the NRL, participating in a range of sports including running and spending time with his family.
Annette graduated with a Bachelor of Financial Administration from the University of New England in 1994 and joined a local Tamworth based accounting firm. Annette was admitted as a Chartered Accountant in 1998 and in 2007 she was admitted as a partner of the firm now known as Trinder Scott and Davis which merged with Plante Partners to become Plante Davis Chartered Accountants. Plante Davis merged with Roberts & Morrow in 2016 to provide an even greater range of professional services to their client base.
Annette grew up in Tamworth and is committed to her local community. She is passionate about building strong and viable businesses in the region.
Annette has developed a strong community client base and strives to provide a personal and professional service. Her areas of interest include; taxation, GST and small business development.
Annette understands the requirements of the changing business environment today and endeavours to provide reliable and common sense advice to her clients.
Annette’s family, including her husband Raymond and two children, are keen sportspeople and her weekends are often full with various family sporting activities.
Jane began her working and accounting career in 1986 with a firm in Sydney where she gained valuable experience in the areas of taxation, business management & primary production before travelling extensively overseas. Upon her return from overseas she settled back in Glen Innes near to where her parents now reside.
Jane completed a Bachelor of Management (Communication) from the Orange Agricultural College in 1999 and a Bachelor of Financial Administration at the University of New England in 2001.
In July 2000 Jane joined the Roberts & Morrow team in Glen Innes and became a member of the Institute of Chartered Accountants in 2004. In 2008 Jane became a partner of Roberts & Morrow.
Primary production has played a large part in Jane’s personal and professional life. With many agricultural clients, Jane’s advisory work is underpinned by a focus on maintaining and growing client wealth and ensuring they have properly structured succession and estate plans in place.
Having also been a small business owner & manager, Jane understands the complexities of running a business and believes firmly that hard work and high quality advice are critical to business success.
Jane is married with three children and she and her husband Brad continue to run a cattle and fat lamb property at Dundee.
Jane Newsome is an Authorised Representative of Count Financial Limited .
Chris graduated with a Bachelor of Agricultural Economics from the University of New England in 2000 as well as a Graduate Diploma in Financial Management in 2006.
Chris had previously worked for a number of years with Roberts & Morrow and was admitted as a Chartered Accountant in 2009.
Chris along with his growing family relocated to Tamworth and became a partner with a local firm in 2011 which later became known as Plante Davis Chartered Accountants. Chris maintained his close working relationship with Roberts & Morrow during these years and is now proud to be part of the Roberts & Morrow group after merging the businesses in 2016.
Chris grew up locally on the family farm and has both an agricultural and commercial background. He is dedicated to delivering accurate, high quality, progressive and reliable advice to his clients.
Chris and his wife Louise are kept busy raising their three young sons and enjoy travelling and spending time with their family.
Jason is a Chartered Accountant (CA) and Tax Agent with degrees in both Law (Honours Class 1) and Commerce from the University of New England where he has also tutored and lectured in a number of subjects including Taxation Law.
He is also one of only a small number of Institute of Chartered Accountants in Australia members who have completed the CA Self-Managed Superannuation Fund Specialist qualification.
With more than 20 years’ practical experience advising businesses and high wealth individuals, Jason’s combination of skills, experience and keen business insight means he is uniquely placed to provide high-level technical advice on a range of taxation and superannuation issues. He balances this advice against practical and commercial considerations that face his clients in their business and personal affairs.
Combining this with a personal approach, Jason understands his client’s needs and partners with them to achieve their goals.
Joel graduated with a Bachelor of Financial Administration from the University of New England in 2000.
Joel joined Roberts & Morrow in September 1999 and was admitted as a Chartered Accountant in 2003. In 2008, Joel was admitted to partnership. His areas of special interest include small business management and accounting, income tax, superannuation and government assistance.
Coming from a family with a very successful small business background gives Joel an understanding of the issues involved in running them. Small business owners need to address many attributes such as human resources, finance, capital management and WHS just to name a few. This is where Joel believes obtaining assistance from a professional practice is crucial to the success of every small business.
Joel is a keen fisherman and golfer and has started competing in fun runs and marathons. He is also involved in the management of several local charities and organisations. He enjoys spending time with wife Jane and their three sons; Nicholas, Oliver and James.
Tanya graduated with a Bachelor of Commerce from the University of Newcastle in 1998. During her university studies she gained early experience as a cadet accountant with a local Newcastle accounting firm. Upon completion of her degree, Tanya relocated to Tamworth to be closer to her home town of Narrabri.
Tanya was admitted as a Chartered Accountant in 2004 and in 2016 became an Australian Financial Services Licence (AFSL) Holder. Her professional experience includes; business services, agribusiness, taxation, tax planning and self-managed superannuation funds.
Tanya became a partner of a local Tamworth firm in 2012 which later became known as Plante Davis Chartered Accountants. Looking to expand the services available to their client base, Plante Davis merged with Roberts & Morrow in 2016.
Tanya provides a personal approach and works hard to deliver solutions to improve the quality of her client’s businesses and ultimately their lives. She understands the demands on professionals and business owners and works hard to deliver solutions to help take the worry of taxation and accounting out of business operations.
A proud mother of two, Tanya enjoys spending time with her husband Joseph and their daughters.
Matthew graduated with a Bachelor of Economics (Finance) (U Syd.) degree and is a qualified Chartered Accountant, registered tax agent, and Partner of Roberts & Morrow in Tamworth. Through the years, Matthew has gained extensive experience in tax planning, accounting, asset protection, succession planning, budget forecasting, and business advisory services.
Matthew’s interests lie mainly in assisting clients in developing strategies and long term visions for their businesses so that they can feel in control and have time to enjoy other areas of their life. He thrives on helping businesses to grow by identifying opportunities and potential risks for them. He provides easy to understand solutions when necessary and has worked in a wide range of industries in Sydney, London, and the New England North West region.
Mathew also grew up in Tamworth, spending a lot of time on a family farm near Wallabadah. Because of his background, he understands the business environment of his clients and is passionate about regional growth. He also lives in town with his wife, and they are enjoying raising three young children together.
Sam was born in Glen Innes and completed a Bachelor of Financial Administration at the University of New England in 1997. After initially training as an accountant in Moree, he joined Roberts & Morrow in May 2000 . In June 2003 Sam relocated back to Glen Innes where he became a Partner of the firm. He now operates from both the Glen Innes and Armidale offices with his client work.
Sam prides himself on his ability to communicate complex information in simple terms to his clients and believes in finding unique ways to develop good business strategies. Sam’s approach is down to earth and he appreciates the chance to communicate with all sorts of personalities.
Sam is a keen sports fan, particularly of rugby union and cricket, however he is willing to hold a discussion on most sports. Sam is well known locally due to his family connection with Notley’s Wool Store and for his contribution to rugby union and cricket teams.
In his spare time, Sam and his wife Alex are busy looking after their three young girls and Sam enjoys playing rugby for the local Barbarian’s rugby union team.
Carolyn joined Roberts & Morrow in 2007 as our Chief Financial Officer. In this role she managed the ongoing financial and administrative functions of the firm, delivering quality reliable information to the Partners. In addition Carolyn has been involved in the firm’s quality assurance processes over many years.
In early 2018 Carolyn moved to the Audit & Advisory team to take on the new role of Audit Manager and was made an Associate of the Firm in 2019. As required, she is currently maintaining a log book in order to obtain her audit registration.
Before joining Roberts & Morrow, Carolyn was employed as a senior director of the Australian National Audit Office for 7 years and has had significant experience with federal government entities, clubs and not for profit organisations.
Carolyn holds a Bachelor of Financial Administration from the University of New England. She is a member of the Institute of Chartered Accountants and CPA Australia.
After 13 years in various roles within the Firm, Roberts & Morrow were pleased to welcome Carolyn into the Partnership in 2020, leading the audit division into a new decade under her expertise.
Kylie was born and grew up in Tamworth. In 2000 she completed her Bachelor of Business with a major in Accounting at the Sunshine Coast University. She has since become a Certified Practicing Accountant (CPA).
In 2005 Kylie moved back to her hometown, where she found a role as a part-time office assistant and preparer of Tax returns in a local accounting firm in 2006. Kylie soon realised after a client-facing role early on in her career that talking to people about their business and tax issues and being able to assist them on their journey was her future career direction.
Even though Kylie started her accounting career later in life, she is very proud of this fact. She feels that her experience in management roles in various industries and helping her family business allows her to lead her clients through what may seem complex compliance and tax issues and break them down, so they feel less intimidating.
Kylie is passionate about helping her clients spend less time working in their business and more time working on their business to achieve their financial goals and feel in control of their future and retirement.
Kylie is married to Brock, a golf professional and has a seven-year-old daughter Addie. So when she’s not following Addie around to her various activities, she loves going out to dinner, trying out new menus (sometimes cocktails) and having a game of golf.
Max was born in Gundagai and completed his Accounting degree at Charles Sturt University, Wagga Wagga. He moved to Glen Innes in 1983 with his young family.
Max joined Roberts & Morrow in Glen Innes in October 2018 and was made an Associate in 2019. He specialises in taxation and business management advice for primary producers and small businesses. Max is a Chartered Accountant and registered Company Auditor and he is very familiar with the New England region and its varied industries.
Max has also had many years of experience in all aspects of Aged Care facility management both in the private and not for profit sectors. Max was appointed to his first aged care board position in 1995 and continues to serve in a board member capacity today.
Prior to joining Roberts & Morrow, Max was a Principal at a large regional accounting firm in Glen Innes.
In his spare time, Max runs a small Primary Production business just north of Glen Innes with his wife Michelle. He takes a keen interest in their vegetable garden, house yard plants and native tree planting on their primary production land.
Max’s main sporting interests are watching rugby league and cricket.
Growing up in the small town of Warialda, Bernadette moved to Armidale to join Roberts & Morrow in 2003 in an Office Administration Support capacity.
It quickly became clear she had the interest and drive to pursue a career as an accountant and with the support of mentors at the time, Bernadette completed a Bachelor of Financial Administration at the University of New England, moving to a Graduate Accountant role in Business Services.
Rapidly working her way up, Bernadette was admitted as a Chartered Accountant in 2015, moving to a Senior Accountant role, and not long afterwards, a Manager of one of the Armidale Business Services teams.
In 2019, Bernadette was made an Associate and most recently in March 2021 Bernadette became a Partner of the Firm.
Bernadette enjoys working closely with clients to assist them with their tax and accounting needs. She is passionate about finding the right solution to achieve the financial goals of clients in their business and personal lives through taxation advice, asset protection, wealth growth and succession planning.
In her spare time, Bernadette enjoys gardening, camping and spending time with her husband Cam and their two daughters Sophia & Chloe.