Terry Donnelly
About Terry Donnelly
Terry Donnelly is a Director at KPMG Australia, specializing in advisory services for High Net Worth individuals and families. With over 25 years of experience in accountancy, he focuses on estate planning and family business consulting while contributing to the development of the Greater Western Sydney region.
Work at KPMG Australia
Terry Donnelly has served as a Director at KPMG Australia since 2015. Based in Sydney, he has focused on providing advisory services tailored to High Net Worth individuals and families. His role involves interpreting complex tax and business issues, ensuring that clients receive clear and straightforward guidance. Donnelly's commitment to developing the Greater Western Sydney region is evident in his advisory approach, aiming to enhance the financial well-being of his clients within this area.
Previous Experience at Deloitte Australia
Before joining KPMG, Terry Donnelly worked at Deloitte Australia as a Principal from 2007 to 2015. During his eight years at Deloitte, he honed his expertise in advisory services, particularly for High Net Worth clients. This experience contributed significantly to his extensive knowledge in taxation and business advisory, laying a strong foundation for his subsequent role at KPMG.
Education and Expertise
Terry Donnelly holds a Master of Taxation from the University of Sydney, which he completed from 2005 to 2009. He also earned a Bachelor of Commerce degree in Accounting from the University of Western Sydney, studying from 1993 to 1998. With over 25 years of experience in the accountancy field, he possesses a diverse skill set in taxation, estate and succession planning, and family business consulting.
Specialization in Advisory Services
Donnelly specializes in advisory services for High Net Worth individuals and families. His work includes estate and succession planning, where he collaborates with lawyers to provide comprehensive client service. He also engages in family business consulting, focusing on conflict resolution to maintain harmony within family enterprises. His ability to simplify complex tax and business issues is a key aspect of his client interactions.
Personal Interests and Values
Outside of his professional commitments, Terry Donnelly values spending time with his family and enjoys traveling with them when possible. He has a passion for sports, both as a spectator and participant, which he engages in during his leisure time. His dedication to meeting new clients and resolving their issues reflects his commitment to helping them achieve their financial goals.