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Kofkin Bond & Co Advisory Board

Tony Kofkin

Tony Kokfin

Kokfin Bond & Co

Managing Partner

Tony is the Managing Partner and major shareholder of Kofkin Bond & Co. Tony has been a financial planner since 1991 and has always specialized in helping successful family owned businesses plus some of Australia’s wealthiest families and individuals manage their substantial wealth and debt through specialist investment management and estate/succession planning for families and now second and third generations.

Jo Walters

Jo Walters

Sterling Walters

Principal

Jo is an Accredited Family Law Specialist and has practised in family law for almost two decades. Jo has a passion for “preventative family law” and has extensive experience in drafting and advising on pre-nuptial and other financial agreements for family business owners and their children, high net worth individuals and couples entering into second marriages, amongst others. She also provides estate planning advice and assists in resolving complex family law disputes, including those involving an international element.

Ben-Simon-2

Benjamin Simon

Rose Partners

Partner

Ben’s experience and knowledge allows him to advise clients in regard to Business Advisory, Mergers & Acquisitions, Business Valuations, Tax and structuring, and Large business transactions. Ben’s experience crosses most industries but especially Health care and Retail Pharmacy, though he also works with Professional services; Construction; Manufacturing; and many high net wealth individuals.

Sean Ward

Sean Ward

Compliance Consultant

Sean currently sits on the advisory board of Kofkin Bond & Co. Sean’s career spans over 12 years in the finance industry where he worked as an adviser for 6, the majority of this time was spent in an IFA privately owned firm where he was a partner and Responsible Manager on the AFSL. Up until June 2017 Sean was head of compliance for Total Financial Solutions Australia Ltd.