Sam Rotberg


Beginning with the firm in 1983, Sam became a Director in 1991. He has played an integral role in the firm’s ongoing expansion, overseeing growth from a team of six, to a practice with a team exceeding thirty.

In addition to over 30 years’ experience in a business and taxation advisory role, Sam also enjoys a broad based knowledge of Self-Managed Super Funds (SMSF’s) and Estate Planning. An extremely honest individual, Sam’s clients span many service industries but has found a niche in the travel industry and the medical/paramedical fields. His expertise over many years of dealing with clients provides succinct and valuable advice.

Sam is an SMSF Association Specialist Advisor and is of CPA Australia, a Chartered Tax Advisor with the Tax Institute of Australia.

As a keen Carlton Football Club supporter who attends games most weekends with his family, he blocks out his calendar each September to attend the AFL’s finals series.

When Sam is not working long hours attending to his clients’ needs, you will find him indulging in his other interests of wine appreciation, dining at great restaurants, travelling, golf and sailing.

03 8199