In Perth, Norman Neill has been appointed managing partner, replacing Lucio Di Giallonardo who was in the role for four years, reflecting the firm’s policy of rotating the position within the partnership. Mr Neill was previously managing partner between 2014 and 2020. He joined HLB Mann Judd as a graduate in 1992 and became a partner in the corporate advisory and audit services division in 2003.

In Sydney, five directors have been promoted as partners, bringing the number of partners in the Sydney firm to twenty-one.

Georgina Ridhalgh joined HLB Mann Judd in 2003 after gaining her Bachelor of Commerce (accounting and finance) from the University of Sydney. She became a director in the business advisory division in 2021, specialising in family businesses and high net worth family groups. Ms Ridhalgh is a member of Chartered Accountants Australia and New Zealand.

James Friend has over 15 years’ audit and advisory experience. He has been with HLB Mann Judd since 2009 and became a director in 2019. He holds a Bachelor of Commerce (accounting) from Macquarie University and is a member of Chartered Accountants Australia and New Zealand.

Vanessa Abboud joined HLB Mann Judd in 2008 as a senior auditor before becoming a director in 2009. She holds a Bachelor of Commerce (accounting) from Macquarie University and is a member of Chartered Accountants Australia and New Zealand.

Peter Bardos is a tax specialist who joined HLB Mann Judd in 2009. He holds a Bachelor of Business, majoring in accounting and finance, with the University of Technology Sydney and is a member of Chartered Accountants Australia and New Zealand as well as a chartered tax adviser with The Tax Institute.

Matthew Levesque-Hocking has 15 years’ experience in business recovery and insolvency and is a Registered Liquidator. He joined HLB Mann Judd in 2005 and became a director in 2019. He holds a Bachelor of Commerce (accounting) from the University of Adelaide and is a member of Chartered Accountants Australia and New Zealand.

HLB Mann Judd Australasian Association chair, Tony Fittler said “The appointment of five partners in Sydney to support our growth is an important milestone. The accounting profession is experiencing a quickly changing environment with all practices becoming more complex.  At the same time, we are managing increased technological capability while remaining strong to our core focus of people and clients.”

In Brisbane, Dony Kurniadi has been appointed partner in the audit and assurance division. He has over 20 years’ experience, starting his career in Indonesia before moving to Australia in 2006 and joining HLB Mann Judd in 2015. He holds a Bachelor of Economics (accounting) from Tarumanagara University in Jakarta, a graduate diploma of chartered accounting from the Chartered Accountants Australia and New Zealand and a graduate certificate in internal auditing from the Institute of Internal Auditors Australia.

HLB Mann Judd has also had several director appointments. Earlier this year Jake van der Hoek was promoted to director in the Adelaide corporate advisory division and Christian Oey from Brisbane was promoted to compliance services director.

These promotions follow the recent appointment of Peter Gardiner in Sydney to the newly created role of corporate development executive.

Mr Gardiner has over 30 years’ experience in the financial services, accounting, and banking industries in Australia, Asia, and the UK.  He first joined HLB Mann Judd Sydney in late 2023 in a business development capacity which has now been formalised into the new role. His main area of focus is driving opportunities in the corporate advisory division as well as providing a framework for best of breed processes within the firm.

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Norman Neill

Perth-based financial adviser Sovereign Plus has joined the local wealth management arm of accountants and advisers HLB Mann Judd to form a new and significant wealth management service in WA.

Sovereign Plus has particular strengths in financial health checks, wealth generation strategies, financial structure advice – to achieve benefits such as tax efficiency, asset protection, and inter-generational transfer – and estate planning strategy development.

It was founded over twenty eight years ago by its CEO Marie Richardson who will be involved with the transition and ongoing client service.

The new wealth management business will operate under the HLB Mann Judd Wealth Management banner from its Perth Stirling Street offices.

Perth HLB Mann Judd Managing Partner Norman Neill said that the culture is a perfect fit for both firms and will add value to all clients, and create new opportunities for staff.

“It also gives us a solid base to grow the award winning client services of HLB Mann Judd to more people, in accordance with our strategic plan. Our current strong Audit, Accounting and Business Advisory services will be complemented by an expanded Wealth Management offering.”

Mr Peter Speechley, who will continue to head the Perth HLB Mann Judd Wealth Management division, said that the addition of the new firm of financial advisers will provide clients with an even broader range of service and increased the depth of knowledge.

“The two firms have a compatible approach to client service, with a commitment for first class advice and a hands-on approach to assist clients’ realise their individual financial goals.”

Ms Richardson said that in her own retirement planning she had been looking for a suitable partner for her business to ensure continuity of superior service for her clients.

“It wasn’t just a case of getting someone to take over a client list – I wanted a partner with like values who would provide the same service standards and involvement, as well as adding value to clients.

“I selected HLB Mann Judd Wealth Management after a thorough review of other businesses in the market place. The enthusiasm and professionalism of the Wealth Management staff and partners was a key factor, and a long standing association in the volunteer space gave the deal a special level of familiarity and trust. I have been asked by clients over the years about what happens if anything happens to me and I can cheerfully say that they will now be in terrific hands, albeit I am not leaving just yet.”

The new wealth management business will offer a full range of wealth management services, including investment, superannuation, SMSFs, risk management, retirement and estate planning, financial health checks, wealth creation strategies, financial structure advice, and intergeneration wealth transfer.

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