HWP is pleased to host a presentation and panel discussion with David Naphtali & Andy Gowers (Founders – Vest Advisory), Anthony Klein (Co-Founder – Tooronga Advisory), and Aisling Clifford (Partner and Accredited Specialist in Family Law – Coote Family Lawyers). The discussion will be facilitated by Damon Kitney.
The dinner will be held on Wednesday the 26th of February at Kooyong Lawn Tennis Club.
If this event is of interest to you, please contact the HWP team.
David Naphtali
David grew up in and around successful family businesses. His formal career as a lawyer began at Mallesons Stephen Jaques, specialising in advising clients on the development and financing of large-scale infrastructure projects. He moved to Hong Kong in 2002 with his wife Kelly.
During his time in Hong Kong, David founded of Madison Pacific Trust – a successful, specialised provider of Corporate Trust services. David and his partners grew the business from two staff in Hong Kong, to a team of over 40, with offices in Hong Kong, Singapore, London and the Cayman Islands. Madison Pacific focused primarily on Debt Capital Markets and leveraged transactions more generally. In 2018 Madison Pacific was sold to Tricor Group, owned by Permira Funds.
Due to his background and experience, David was involved in a number of complicated inheritance and succession matters. These experiences motivated David to found Vest Advisory, together with Andy and Michael, to help other families avoid the same difficult, traumatic (and often expensive) scenarios he encountered during his time at Madison Pacific.
David returned to Australia in 2021 with his family which had, over the 20 years in Hong Kong, swelled to include 3 children (all of whom he is pleased to say are passionate Richmond supporters) and a dog named Dusty – for the obvious reason.
David has a BA and LLB (Hons) from Deakin University and is admitted to practice in both Australia and Hong Kong.
Andy Gowers
Andy applies learnings from the competitive worlds of elite team sport and business, to help Vest Advisory’s family and business owner clients with succession and inheritance advice.
After 12 years in the Australian Football League as a player with both the Hawthorn and Brisbane Football Clubs, yielding 140 games and a premiership in 1991 with the Hawks, Andy was appointed Hawthorn’s Director of Football, serving between 2014-2017, encompassing the famous ‘3-peat’ era.
In December 2022, Andy was elected President of the Hawthorn Football Club.
Andy completed a Bachelor of Business from David Syme Business School (Monash University) during his playing days, and later, a Diploma of Financial Services. He established Time Advice – a boutique financial services and wealth management business – in 2011, with a former ANZ Business Banking colleague. During this time, Andy worked closely with hundreds of individuals, families and businesses, as they navigated their wealth management and succession plans. The business was successfully sold in 2021.
Andy now specialises in succession and inheritance advice. He is a strong advocate for business and entrepreneurship, and a regular presenter and speaker at industry and sporting events. Andy enjoys his role as a trusted confidante, coach and mentor for many successful business owners and emerging leaders.
He is an avid golfer and cyclist, and is an ambassador for the Amy Gillett Foundation, Australia’s leading cyclist safety organisation. Andy has been a passionate supporter of FightMND for 10 years, and has served on committees and advisory groups for local sporting and community organisations.
Andy is married to Anna, has 3 adult children, Tom, Cate and Bill, and a grand-daughter Stella.
Anthony Klein
Anthony has more than three decades of experience providing transaction advisory, structuring and taxation services to clients. He works across a wide range of industries and has deep expertise in supporting the owners of private businesses.
In 2021, Anthony co-founded Tooronga Advisory Group, a multi-disciplinary advisory business comprising a team of independent transaction and tax advisory specialists focused on supporting businesses through the entire transaction process, from early-stage guidance and long-term advisory to deal execution and beyond.
A first for a boutique firm in the Australian mid-market, Tooronga brings together Lead Advisory, Transaction Support and Tax Advisory services – including strategy, preparation, research, structuring, negotiation, due diligence and deal execution – to deliver an end-to-end, hands-on experience with deeply experienced practitioners through the transaction process. Tooronga’s focus is on maximising the value for shareholders in the course of M&A transactions and on delivering an unsurpassed client experience.
Prior to founding Tooronga, Anthony spent 27 years at PwC, one of Australia’s largest professional advisory firms where he was a partner for more than 17 years and held various senior roles.
In 2021, Anthony was appointed by the then Federal Treasurer, Josh Freidenberg, to the Australian Board of Taxation, a statutory body that advises Treasury on tax policy with a focus on improving the design of Australia’s taxation laws and their operation.
Anthony and his Tooronga co-owners also actively invest in various private companies and sit on the advisory boards of a number of these companies. These investee companies span a range of industries from telecommunications services, AI technologies, aquaculture, automotive components and pet food products.
Outside the workplace, Anthony is a husband to Linda, father of two adult children, a tragic Hawthorn FC supporter, and a passionate supporter of The Reach Foundation, a youth-focused not-for-profit organisation founded by the late Jim Stynes and for which he chaired the Board of Directors for more than 5 years. Anthony is also a passionate (albeit imperfect) golfer and sits on the Finance Committee of the National Golf Club.
Aisling Clifford
Aisling has exclusively practised family law since 2012. She has a thorough and astute understanding of the family law jurisdiction.
She is a diligent advocate for clients. Her experience in Family Law commenced as a Judge’s Associate the Commonwealth Law Courts in 2009 and has since gained experience in large and boutique law firms with a primary focus on financial disputes within Family Law together with advisory work for the strategic prevention of future disputes.
Aisling joined Coote Family Lawyers in 2018 and was made a Partner in 2022. She is adept in all aspects of family law, including negotiated resolutions, mediation and litigation.
Aisling is also an LIV Accredited Specialist in Family Law, a member of the Family Law Section of the Law Council of Australia and the Law Institute of Victoria (LIV).
Damon Kitney
Damon Kitney has spent almost three decades in financial journalism, including 16 years at the AFR and 12 years as Victorian business editor at The Australian.
He specialises in writing the untold personal stories of the nation’s richest and most private people and now has his own writing and advisory business, DMK Publishing.
He has published three books – “The Price of Fortune: The Untold Story of being James Packer; “The Inner Sanctum”, and “The Fortune Tellers”.
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