Fiona is an Associate Partner at EY who specialises in advising family enterprises and family offices on governance, succession and estate planning. Prior to joining EY, Fiona was a director at a multi-family office. She has many years of experience working in financial services and in the not-for-profit and corporate sectors.
Fiona is on the board of a not-for-profit organisation and on the professional standards committee for the SMSF Association. Fiona is a graduate of the Australian Institute of Company Directors and has a Commerce degree from the University of Melbourne, a Master’s degree in Finance and a Juris Doctor in Law from Monash University.
How Fiona is building a better working world
“I find that when working with families, in order to help them address complex (and emotional) challenges around succession and estate planning, one of the most important things is to take the time to listen and to learn about what is most important to them. In doing so, I can then draw on my experience to provide them with the most appropriate advice and assist them put in place a framework to facilitate their succession plans and the engagement of the next generation."