Local Superannuation Fund, Annuity & Rollover Consultants in Kentucky NSW

We support to clients across the northern tablelands, new England, and right around Australia. With a long list of specialist financial services including accounting, audit services, self-managed super fund support, financial planning and more, Roberts + Morrow also provides tax + legal services, business intel and information technology solutions.

We have operated with our own unrestricted licence for nearly 30 years. Our sole objective is to provide our clients with a professional service they can trust. Our practice is owned by its principal, Geoffrey da Roza, and is part of a long family heritage in investment markets and trading, going back many generations. Geoffrey da Roza is a Certified Financial Planner practitioner.

We assist you to identify your goals, and by gaining an understanding of you, your situation and business circumstances, we can conceive unique responses for difficult issues using the specialised knowledge, experience skills and resources that we have developed.

Our Principle, Christopher Sole has almost over 20 years of experience in this industry, holding a Masters of Taxation with the University of NSW. He is a Chartered Accountant and also a Chartered Tax Advisor with the Institute of Taxation in Australia.

Our Principle, Christopher Sole has almost over 20 years of experience in this industry, holding a Masters of Taxation with the University of NSW. He is a Chartered Accountant and also a Chartered Tax Advisor with the Institute of Taxation in Australia.