Four decades, five chapters

Independent strategic oversight for private businesses and Family Office interests, acting as a board-level sounding board on complex commercial and family-enterprise decisions.

• Advises boards and family-owned enterprises on strategy, risk, succession and long-term value creation.
• Currently advises a major Family Office with approximately 15 trading entities and family value of approximately $800 million, including involvement in a significant corporate restructuring, with Board appointment in progress.
• Entrusted as Co-Executor and Trustee of a major Family Office client's Will and appointed Power of Attorney.

An independent Family Office and private-client advisory practice serving high-net-worth families and privately owned groups.

• Coordinates legal, tax, accounting, banking, investment and specialist advisers around family and business requirements.
• Advises on governance, succession, wealth preservation, estate planning, business structures, compliance and long-term family interests.
• Provides integrated support to foreign-owned businesses entering Australia, including entity establishment, banking, financial administration, regulatory obligations, reporting and coordination across overseas boards and professional advisers.

Led Family Office and private-client advisory relationships while mentoring senior professionals and supporting leadership development.

• Delivered taxation, governance and commercial advice to high-net-worth clients.
• Recruited an entire tax team, including the Tax Partner, to materially strengthen Moore Australia's specialist taxation, transfer-pricing and transaction advisory capability.
• Strengthened client relationships through practical advice tailored to complex family and business circumstances.

Continued to service established Family Office and private clients following the sale of Southbank Associates / LOQ Group.

• Delivered personalised and confidential trusted-advisor services to high-net-worth clients.
• Developed new processes and procedures to improve internal efficiency, communication and service delivery.
• Supported integration of acquired businesses while maintaining continuity across established client relationships.

Founded specialist advisory businesses serving high-net-worth families and entrepreneurs, built on a boutique multi-family-office model.

• Provided personalised CEO/CFO-style support to families and business owners.
• Established complementary capabilities spanning accounting, bookkeeping, bill payment, financial management and specialist advisory coordination.
• Guided clients through restructuring, succession planning, acquisitions, growth initiatives and complex commercial matters.
• Built and operated two complementary businesses before merging them and completing their sale to interested parties with whom Lindsay had a complimentary working relationship.

Led strategic client-service and business-development initiatives, building senior relationships with CEOs, CFOs and major corporate stakeholders.

• Established Brisbane Senior Partner lead of Client Service Relationships and BD – significant impact either directly or indirectly in securing global clients, headquartered in Australia.
• Was the Australian Lead Partner, as part of a global team pursuing a consulting mandate with a global offshore mining group.
• Developed a Directors Relationship Program to support partner relationship building.
• Served in senior internal leadership capacities across sensitive commercial and organisational matters requiring sound judgement.

Led the Brisbane taxation practice with accountability for P&L, people, recruitment, client relationships and overall practice performance.

• Grew the practice from approximately 65 professionals on appointment to approximately 130 by 2005, while maintaining a highly profitable and competitive market position.
• Anticipated GST implementation by recruiting approximately 20 experienced GST/VAT specialists from international markets.
• Won significant GST training work by writing industry-specific manuals and conducting national and state training roadshows.
• Established specialist indirect-tax capabilities spanning R&D, Stamp Duty, Customs Duty, Payroll Tax and EMDG.

Progressed to EY Partner at age 31 and established a specialist Canberra taxation practice.

• Built the Canberra practice to approximately 25 professionals.
• Developed a Government Lobbying, Industry Policy & Advocacy capability advising national associations and government stakeholders.
• Advised on taxation reform, industry policy and regulatory matters, including Cabinet submissions and Parliamentary Inquiry matters.
• Successfully acted for approximately 400 licensed clubs in a significant NSW taxation dispute with the Australian Taxation Office.

Built foundational expertise across accounting and taxation while completing formal economics and law studies.

• Progressed through increasingly senior technical and management responsibilities.
• Developed strong commercial, analytical and client-management capabilities.
• Established the technical and commercial foundation for subsequent EY partnership and executive leadership.