Pointmade is led by founder David Smorgon. He is joined by highly skilled colleagues and associates Mary Mitropoulos, Dillon Hale, Sue Prestney, Ryan Morgan, Nick Palmer and Victoria Brown.
We are a tight-knit professional team with deep experience in family governance and organisation; wealth preservation and succession; business strategy and improvement; facilitating and navigating complex family dynamics; psychology and philanthropy.
David is a well-known and respected businessman who over the past 12 years has become one of Australia’s leading family advisors. Based on his 25 years at Smorgon Consolidated Industries, which was one of Australia’s largest family businesses, David understands the real issues that impact on wealthy families, and he has assisted many families to achieve their goals of family succession, governance, and family harmony and unity.
David has a history of being involved in and supporting many organisations in the health, education and sporting sectors, and was awarded the Order of Australia Medal for his contribution to the community in 2001.
Mary is an experienced family and private business advisor who has built a reputation for integrity, professionalism, discretion and genuine empathy. She is a qualified chartered accountant with degrees in commerce and psychology and a 19-year career with a global firm, PwC.
Mary is passionate about engaging the whole family in the succession journey and respected for her ability to build trusted relationships with families, helping them improve their relationships and achieve their succession, governance, education, philanthropic and legacy objectives.
Dillon brings exceptional international family office experience gained over more than 20 years, having established and led the Asia Pacific office for Michael Dell’s family office group, and earlier, Head of Asia Pacific, then Principal at the family office for the co-founder of eBay near San Francisco and then in New York. Prior to this, Dillon was the National Director at an Australian Private Bank, and co-founder and Managing Partner of an asset consultancy, sold to a financial institution.
Now located in Melbourne, he dedicates his time to assisting UHNW families establish and review their family offices, and has led family office study tours to the US and Japan for Australian family office leaders.
Sue is one of Australia’s leading family private business and family office tax experts and authors, with over 40 years’ experience working with family and private businesses and family offices. She holds a Bachelor of Commerce and is a Fellow of Chartered Accountants Australia and New Zealand and a Chartered Tax Advisor with the Tax Institute of Australia.
Sue was previously a partner at MGI Melbourne and PwC, in their Private Clients Melbourne team. Sue has deep technical expertise in taxation and succession planning, and broad skills which allows her to provide integrated services to family businesses and family offices. Sue is the author of the Family Business Succession Guide published by Thomson Reuters.
As a licensed psychologist, Ryan has spent over 15 years in private practice and managing boutique psychology consulting firms. He has a deep understanding of the impact relationships, family dynamics, and communication obstacles can have on families and family businesses.
Ryan has helped many high net worth, enterprising families repair difficult relationships as well as confidentially assisting individual family members on personal challenges.
Nick combines hands on experience as a former CEO and director of two large, diversified Australian family owned enterprises and a family office, with an extensive consulting career at BCG and Bain & Co (partner), where he provided expert, trusted counsel to private and public company leaders around the globe on strategic and performance improvement challenges.
Nick is a former NGV Foundation board member and earlier in his career spent several years in the investment markets. Nick’s post graduate MBA qualifications include majors in finance, organisation behaviour, marketing and strategy.
Victoria works closely with Pointmade advisors and its clients, supporting them on a range of initiatives, while also being responsible for the firm’s communication and marketing efforts.
Prior to joining Pointmade, Victoria worked in a Melbourne based family owned business, where she was responsible for all internal and external marking communications, as well as being pivotal in the development of their proprietary technology.
Victoria holds a Bachelor of Business.