Teams Categories: Our Training Team

Conrad works with the profession to navigate the practical impact of change on advisers, their practices, and their clients.

He has over 30 years’ experience in the Financial Services industry, working across insurance and financial planning. Before joining Knowledge Shop, he held senior executive roles with national financial planning networks. He has spent his career working in and exploring financial advice.

In addition to his work with Knowledge Shop, Conrad is currently completing a PhD in Finance and Financial Planning at Griffith University and is a sessional academic. He holds an MBA from the University of Qld, a Bachelor of Commerce from Griffith University, and a Diploma of Financial Planning from Deakin University.

George has over 25 years in the tax profession, including 20 years at the Australian Taxation Office, specialising in Disputes and Interpretative Advice. He also has significant experience in training and assessment roles in the TAFE sector. George is highly regarded for providing practical and pragmatic taxation and superannuation advice.

Brian has more than 30 years’ experience as a professional tax trainer. He practised as a barrister in South Africa at the Johannesburg Bar before moving to Australia in 1986. He was formerly the National Tax Education director at Deloitte and at Ernst & Young before joining Webb Martin Training in 1998.

During his time at Webb Martin Training, Brian delivered more than 5,000 sessions Australia wide, in capital cities and regionally to public accountants in practice and commerce. Brian joined Cyntax in 2007, and made the move to Taxbanter in July 2011. To date, Brian has delivered more than 8,000 training sessions. His colourful presentation style, combined with his extensive knowledge of tax and enthusiastic delivery, ensures high-quality sessions. The accounting profession recognises Brian as a leading tax trainer.

Phillip has had over 30 years tax experience with management roles at KPMG and EY, Tax Director at Crowe Australasia and as Head of Tax at Tax and Super Australia.  His experience also includes 8 years as a group tax manager at an international engineering/construction company with 2 years working in the UK in tax structuring and transfer pricing. His experience in consulting extends to small and medium enterprises particularly focused on structuring investments in tax efficient entities.

Phillip is a seasoned presenter and provides a blending of practical experience and outcomes to the legislative changes and interpretation as provided for in training.

Gary has over 20 years of experience in the tax industry, including 10 years in the ATO, 5 years in Big 4, and 5 years as a partner and national tax technical director in a second tier practice. Gary has also worked as a tax trainer for Chartered Accountants Australia, and has presented on numerous occasions for the Taxation Institute of Australia.

Gary has a background in corporate tax, having worked in policy and legislation in Canberra on a number of corporate tax projects, including tax consolidation, company loss recoupment provisions, and loss multiplication measures. He now also specialises in SME issues, including Division 7A, small business CGT concessions, and trust issues.

Matthew has extensive knowledge in superannuation and self-managed superannuation funds. He is a qualified CPA and SMSF specialist adviser. In addition to training, he provides actuarial certificates and technical assistance to Accurium’s large client base of accountants and SMSF practitioners.

Matthew is heavily involved in providing education through the Accurium Technical Hub. He regularly contributes technical articles, presents technical webinars and provides training for Accurium clients and staff.

Matthew is an avid soccer player and enjoys reading in his free time.

Fred brings a practical approach to delivering training sessions using worked examples to explain tax principles in an easy-to-understand manner.

Fred has over 30 years of experience in tax and commerce, including roles as a principal in public accounting practices providing extensive tax consulting and compliance services to corporate and high-net-worth individual clients. Fred has also had senior management roles in commerce and industry, including responsibility for financial control and training and development. Fred was an adjunct university lecturer in taxation law, and is a member of Taxbanter’s editorial committee.

Natalie has spent well over a decade immersed in the intricacies of how SMSFs operate, navigating an increasingly complex legislative and regulatory environment, and managing the issues that arise servicing client needs.

She has led the SMSF divisions of mid and second tier firms and understands SMSFs from the ground up – accounting, tax, structuring and advice. At Knowledge Shop, Natalie is an advisers’ adviser, helping the profession clarify the practical requirements and opportunities of SMSFs. She brings this knowledge to her presentations and explores the issues in a very practical way – knowledge that is immediately transferable in practice.

Natalie is a Chartered Accountant and a specialist member of the SMSF Association.

Just before joining TaxBanter as Senior Tax Trainer, Roelof was the National Tax Director of two top 10 firms in Australia for about a decade.  Prior to that, Roelof gained experience in Big 4 and other mid-tier firms. He has over 19 years experience  delivering practical tax and consulting services in Australia.

Roelof’s passion is to help ensure our clients stay up-to-date with the latest developments by interpreting technical tax information in a practical and relevant manner. He has experience on a wide variety of complex tax related topics and has the ability to identify, understand and clearly communicate how the tax law may impact business transactions and taxpayers.