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Roberts & Morrow Financial Services

Roberts & Morrow Financial Services

Roberts & Morrow has established strong client bases in Sydney, Brisbane, the mid north coast of New South Wales, the New England Region with offices in Armidale and Glen Innes and the North West region with offices in Tamworth and Narrabri. This geographical coverage is achieved through the firm's continued engagement of the latest information technology allowing full remote access to client systems. Roberts & Morrow Financial Services (RMFS) was created in 1987 offering a broad range of financial services including investment reviews, direct shares, Self Managed Super Funds, property and income securities. The experienced RMFS team, led by partner Kyle Pearson, includes financial planners, para-planners and support staff. Roberts & Morrow Technology (RMT) launched in 2000, with now partner Brad Schumacher at the helm. RMT supports many varied businesses statewide, specialising in IT & software support of accounting firms. This specialisation is a key point of difference between RMT and many other IT providers with RMT having an intimate working knowledge of the challenges of accounting firms. RMT is accredited as a Microsoft Certified Partner. In 2006 Roberts & Morrow launched an Audit & Advisory Division which is headed by partner Michelle Paull. Having an extensive history in audit, the firm seized the opportunity to create a specialist division offering audit services to new & existing clients along with the provision of high quality advice on business management systems. Roberts & Morrow employs over 90 people with 15 Partners, and boasts a strong workplace culture. We believe it is vital for our staff to be happy in both their work and personal lives. We have worked hard to build a team of highly trained, self-motivated and hard working individuals who understand our desire to offer the best service possible to our clients. At Roberts & Morrow we're passionate about supporting the local community in many areas including sport, arts and music, local charities and primary, secondary and tertiary education institutions in our region. Many of our staff are UNE graduates and some Partners of the firm have been involved at the university as lecturers. Roberts & Morrow has built a strong reputation through its expertise, integrity, professionalism and a long standing commitment to its clients. The firm continues to expand to suit the changing requirements of clients and to provide them with a growing range of services to manage their businesses.

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About Roberts & Morrow Financial Services

Estimated Revenue

$10M-$50M

Employees

51-250

Category

Location

City

Tamworth

State

New South Wales

Country

Australia
Roberts & Morrow Financial Services

Roberts & Morrow Financial Services

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