Joseph Lombardi




Role: Partner, CA
 
Email: joseph@lombardipartners.com.au

 
Telephone: +61 3 9328 5300

 

For over twenty-five years Joseph has been intimately involved in growing a successful accounting and advisory practice as well as holding Board positions and leadership roles. This experience has provided Joseph with unique insight into the essential elements required for a successful business.

Joseph is passionate about helping his clients reach their personal and business goals and achieves this by assisting his clients to:

  1. Set goals and commit to them
  2. Recruit appropriate staff and put systems in place
  3. Implement KPI’s and performance appraisal systems
  4. Set a clear vision, ensure transparency and culturally align the organisation
  5. Celebrate every win and milestone

 Joseph specialises in providing expert advice to business owners and Boards, including:

  • Development of business and succession plans, including family constitutions and over-seeing implementation
  • Regularly acting as an independent chairman to assist clients in facilitating change
  • Provision of insight into operations through analysis of results and a pragmatic and professional approach
  • Extensive experience in succession planning, including the ability to understand and navigate the complex interplay between family, owners and business


Qualifications:  

  • Bachelor of Business
  • CA
  • CPA
  • Accredited Family Business Adviser (FBA)
  • Fellow, Australian Institute of Company Directors (FAICD)
  • Australian Israeli Chamber of Commerce (AICC)

 

Industry Specialisations:  

  • Importers and Wholesalers
  • Manufacturers
  • Professional Services Firms
  • Builders and Property Developers
  • High Net Wealth Family Groups