:: Our People ::
At Roberts Estate Planning Specialists our service is a relationship based service. For us to be able to prepare an effective estate plan for you we need to know you and all about the family skeletons so we can adequately protect you. Of course for you to be comfortable with providing this information you need to trust us, and you need not be worrying about what it is going to cost you to pick up the telephone and speak to us.
Our relationship will be an ongoing one because “life happens” and your circumstances may change and along with them so will your needs and objectives in relation to your estate plan.
Lisa Roberts
Solicitor/Director
Lisa has worked in the legal profession since 1988 mainly for medium
sized law firms. Until 2004 Lisa specialised in commercial law and
property law which gained her valuable experience in the laws dealing
with wills and estates, trust law, tax law, bankruptcy law and
superannuation law as well as regularly dealing with all the forms of
structures used by people to create, develop and preserve their assets
and wealth. In 1996 she became a Law Society Accredited Specialist in
Property Law but has allowed that accreditation to lapse as she is now
totally focused on the areas of estate planning, asset planning and
business succession planning.
Feeling very restricted by traditional legal practice Lisa decided to branch
out on her own in December 2004 and specialise solely in the area of
estate planning, business structuring and business succession. The
service Lisa offered as Lisa A Morison, Estate Planning Solicitors formed
the basis for what is now Roberts Estate Planning Specialists.
Shane Toms
Accountant/Director
Shane has worked in the accounting profession since 1989. His career began with a single principal firm in Sydney where he gained the necessary ‘hands-on’ experience required to understand all facets of the clients’ business. From there he moved to a larger firm where he gained more experience in a greater range of industries and moved into a management role. He then moved out of public practice, into a commercial, corporate role as the head of an investment management team where he was able to gain a wealth of knowledge in relation to stock markets and investment funding. The next career move was back into public practice, where he joined a small firm specialising in franchising and wealth creation. From this firm, he moved into another single principal practice as a senior manager where he gained greater experience and an interest in a greater range of industries, specialising in small to medium enterprises (SME).
As a Registered Tax Agent and with his experience, Shane has been able to add an extra dimension to the estate planning practice Lisa created. As the accountant/director of Roberts Estate Planning Specialists Pty Ltd he can provide you with the tax, accounting and business structure advice that you need.