Brett Headrick


Partner - Private Business and Family Advisory

Private Business and Family Advisory

   +617 3222 8444

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Professional Background

Brett’s clients benefit from his extensive public practice expertise and knowledge, with over 20 years experience in the industry, which includes 18 months in a CFO position in the UK.

The specialist experience that Brett has gained throughout his career has enabled him to cater towards a variety of industries any services.  Some of Brett’s broad service offerings include - taxation advice and management, structuring and asset protection and estate planning.  Brett also provides the full wealth creation and preservation service, working closely with our wealth management and superannuation divisions.

Areas of Expertise

  • Structuring:  structuring to balance the commercial, taxation, asset protection and succession needs of family owned businesses
  • Retirement and estate planning:  superannuation, financial and philosophical planning for retirement, and family estate planning including direction on construction of Wills
  • Accounting:  Annual statutory financial statements, management financial statements, KPI development and reporting, bank covenant reviews, financial modelling and cash flows etc
  • Taxation:  Consulting and tax return preparation, GST, CGT and structuring

Industry Experience

  • Health care
  • Property
  • Hotel
  • Construction

Memberships & Qualifications

  • Bachelor of Business in Accounting
  • Director of JR Securities Ltd and Pitcher Partners Wealth Management Pty Ltd
  • Graduate Diploma in Applied Finance and Investment
  • Member of the Financial Services Institute of Australasia
  • Member of the Institute of Chartered Accountants
  • Member of the Taxation Institute of Australia
  • Registered Taxation Agent
  • Representative (Australian Financial Services Licence)

Articles Published

Australia’s first 24-hour video consultation and prescription service

12th September 2017

Brett Headrick

Doctors on Demand is breaking new ground in the healthcare industry, by launching the country’s first 24-hour video-consulting service for Gener...

Services & Specialisations

Accounting and Business Advisory

Accounting and Business Advisory

Information in business is the key to being able to make the right decisions at the right ...

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Tax Advice and Compliance

Tax Advice and Compliance

Tax affects every individual, public, private and multinational company, each with their o...

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Business Structuring

Business Structuring

The business structure should balance between your short and long term objectives, success...

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Succession Planning

Succession Planning

Forging the future of your business beyond the boundaries of today requires strategic plan...

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Estate Planning

Estate Planning

The preparation and maintenance of an Estate Plan is an effective way of ensuring that a p...

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Family Office Management

Family Office Management

When wealth accumulates in a family and is passed on through one generation to another, th...

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