Our Team

David is a well-known and respected businessman who over the past 12 years has become one of Australia’s leading family advisors. Based on his 25 years at Smorgon Consolidated Industries, which was one of Australia’s largest family businesses, David understands the real issues that impact on wealthy families, and he has assisted many families to achieve their goals of family succession, governance, and family harmony and unity.

David has a history of being involved in and supporting many organisations in the health, education and sporting sectors, and was awarded the Order of Australia Medal for his contribution to the community in 2001.

Simone has a passion for helping families to preserve their legacies and navigate transition, specialising in fostering open communication, trust and understanding. Over 20+ years, she has worked in the private sector, government, top 4 global consulting firms and in academia in Australia and Japan. She has a strong track record of delivering project outcomes in corporate and culturally complex environments where there is a need to find creative solutions to difficult situations that bring about positive evolution.

Simone is dedicated to guiding families through meaningful conversations that explore their values, aspirations and intergenerational dynamics to make informed decisions, preserve family values, strengthen relationships and secure their legacy with confidence.

Craig has had extensive experience in the professional services industry and the private business and high net worth family industry. Craig is a former senior partner of Deloitte where he led the Deloitte Private Tax Group and was Deloitte Private’s Chief Operating Officer. At Deloitte, Craig provided tax and business advisory services to small and medium private businesses and high wealth families. He authored and published the book titled “The Art of Business Succession”. In 2012, Craig retired from the Deloitte Partnership to pursue his private business interests including corporate advisory. Prior to his time at Deloitte, Craig was an auditor for the Australian Taxation Office where he spent 7 years in the SME and High Net Worth audit teams.

Craig currently sits on the board of several public and private companies. During 2012 and 2016, Craig was on the board of The Good Guys where he was Chairman of the Audit Committee and also a member of the Risk Committee. In 2015, Craig was Chairman of the Board Subcommittee (Project Valentine) which was the corporatisation of The Good Guys Retail Group and was also Chairman of the Board Subcommittee (Project Everest) which was the IPO / Trade Sale of The Good Guys which resulted in the $870m sale to JB Hi Fi Limited in November 2016. Craig has also been on the board of Simavita Limited, a dual listed public company in the digital health industry. He is currently the independent chairman of the Bajle Family Office and a director of Infocus Wealth Management where he is also Chairman of the Research and Investment Committee.

Sue is one of Australia’s leading family private business and family office tax experts and authors, with over 40 years’ experience working with family and private businesses and family offices. She holds a Bachelor of Commerce and is a Fellow of Chartered Accountants Australia and New Zealand and a Chartered Tax Advisor with the Tax Institute of Australia.

Sue was previously a partner at MGI Melbourne and PwC, in their Private Clients Melbourne team. Sue has deep technical expertise in taxation and succession planning, and broad skills which allows her to provide integrated services to family businesses and family offices. Sue is the author of the Family Business Succession Guide published by Thomson Reuters.