PKF Australia

Accountants and Business Advisers

Shane Jacobson

Professional Experience

Shane is a Partner working in the Melbourne Business Advisory team with over 18 years of experience in both Professional Service Firms and Industry.

Shane works closely with his clients in their strategic direction of the business and assists with the ongoing management acting as a CFO type role for them. His clients consist predominately of SMEs, start-ups and emerging businesses. Shane assists his clients in the growth phase of the business and supports them in their business structure. In addition to this work, Shane provides more value to his clients by facilitating in forecasting and business restructuring. This allows his clients to see potential growth within their business or where needs improvement.

During this time Shane has developed a strong knowledge base across a diverse range of industries including high net wealth individuals, family business, SMEs, professional services, manufacturing, retailers and wholesalers. Shane’s client base has been predominantly built around privately owned businesses.

His experience over these industries has enabled him to gain expertise in various accounting and business advisory fields including tax and compliance services, internal management accounting and advisory, including chairing Board meetings, and structure advice. His specialist knowledge covers business improvement, management consulting, strategic planning, succession planning and business valuation.

Shane has also had experience auditing Australian Financial Services Licences, Public Companies, foreign-owned subsidiaries, professional service firms and trust account auditing. He is experienced in advising clients on strategic direction, funding and financial risk management, as well as forecasting, performance management and reporting. In addition, Shane also acts as a trustee for real estate agents providing another value-add for his clients.

The firm is dedicated to delivering accurate and relevant solutions for its clients, supported by expert, up to date knowledge. Shane is aware of the importance of keeping pace with a constantly evolving environment and is committed to offering clients informed and professional service.

Industry Expertise

  • Wholesale Food
  • Hospitality and Food
  • Food and Distribution
  • Family Business
  • Private Business
  • Private Practices
  • Property
  • Real-estate

Memberships and Qualifications

  • Bachelor of Commerce
  • Registered Tax Agent
  • Member of the Australian Institute of Company Directors (AICD)
  • Member of Chartered Accountants Australia and New Zealand (CA ANZ)

Get in touch

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