About Simon Paterson

A strategic thinker and charismatic leader with strong connections in the business world and solid international experience, Simon brings a calm, focussed and professional approach to all his dealings.

Having worked in the United States, Simon has contributed a wealth of experience to Allan Hall in business advisory, tax and estate planning.

Simon has provided extensive tax advice regarding the sale of successful businesses, and strategic advice to assist with the sale of key family assets. He is knowledgeable in the preparation of management reports for board reporting and representation at board meetings.

Simon began his career at KPMG and joined Allan Hall after spending 11 years as a Principal of a significant mid-tier accounting firm.

Simon specialises in:

• Small and medium-sized (SMB) businesses
  
• High Net Worth Individuals and Family Offices
  
• Estate Planning
  
• International Subsidiaries
• Professional Services
• Retail
  

Qualifications and Memberships

• Bachelor of Commerce
• Member, Chartered Accountants Australia and New Zealand (CAANZ)
• Registered Tax Agent
  

What you may not know about Simon

Simon has a love for adventure sports – whether its 4WDing, skiing or surfing, he enjoys the escape that nature provides from his busy life with family, friends and work commitments.

Contact

Phone:   +61 2 9981 2300 Email:   [email protected]