Bob is a Chartered Accountant and has spent some thirty years as an accountant in all phases of public practice.

He now specialises in Estate Planning is currently studying the Estate Planning elective subject of the University of Technology Sydney law degree.

He is a member of the Society of the Trust and Estate Practitioners (STEP) a world - wide network of estate planning professionals based in London. There are only some 500 STEP members in Australia and only three in Newcastle.

Bob is a licensed Financial Planner with Lonsdale Financial Group, a Self Managed Superannuation Fund specialist and a registered Tax Agent.

Bob is not the Federal Member for Paterson or related to him.

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University Estate Planning Qualification Obtained
Robert has successfully completed the Estate Plann..

Roles, responsibilities and duties of trustees
The roles, responsibilities and duties of trust..

Discretionary Testamentary Trusts
The deceased’s last will and testament c..

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