Adam Simonsen

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Client Director – Business Advisory​

Adam is an experienced tax adviser specialising in advising high-net-worth individuals, family groups, and privately owned businesses.  He works closely with clients on complex tax and structuring matters, with experience across property development, business structures, ATO reviews and tax planning.

Adam takes a relationship-focused approach, working to understand each client's broader commercial and personal objectives.  He prides himself on building long-term relationships with clients and providing practical, commercially focused advice that supports their ongoing success.

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Experience

Adam commenced his accounting career with Deloitte Private and has more than 11 years’ experience advising private businesses, family groups, and corporate clients across a broad range of tax and advisory matters.

His experience includes advising property developers and investors, high-net-worth individuals, and family groups, as well as privately owned trading businesses.  Adam has extensive experience dealing with complex tax matters, including ATO reviews and disputes, business restructures, trust and company structures, succession planning, and tax-effective structuring.

Adam's practical and collaborative approach allows him to work closely with clients and their professional advisers to develop solutions that are commercially effective and aligned with their long-term objectives.

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Sector experience

• High net worth individuals and family groups

• Primary Production

• Professional Services

• Property development

• ATO reviews

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​​​Professional qualifications and memberships 

• Chartered Accountants Australia & New Zealand (CA ANZ)

• Master of Professional Accounting – University of New South Wales

• Bachelor of Commerce – University of New England​​