Kathy Robertson

Executive summary

Kathy is an Audit & Assurance Partner with BDO in Melbourne. She leads the Melbourne office’s Manufacturing, Wholesale & Distribution Practice, and has strong knowledge of international business, complex consolidations, and group audits.

Kathy has experience working with publicly listed companies, large private companies, unlisted public companies, and trusts, giving her a broad range of knowledge of accounting systems. She has also completed a number of specialised assignments outside of the audit sphere.

With more than 20 years of experience, Kathy oversees audit engagements, ensuring their smooth and timely completion while coordinating with the engagement team, manager, and client throughout the audit process.

Kathy’s approachable and collaborative style makes it easy for clients to work with her. She ensures clients are kept informed throughout the audit process and addresses any potential issues proactively.

Expertise

• External audit and review
• International business and group audit
• Management and leadership
• Preparing statutory financial reports
• Agreed-upon procedures
• Mergers and acquisitions
• Complex consolidations
• Electronic data analysis
• Manufacturing, wholesale, and distribution
• Family office and private equity groups

Experience

• ASX listed and public interest entities – signing partner, component audit partner and quality control partner
• US-listed entities - group reporting services to a wide range of Australian-based components of US-listed entities. Quality control partner for foreign private issue under PCAOB standards
• Private companies - client leader on a broad range of private entities, including family-owned groups, private equity-backed businesses, and start-ups
• Complex consolidations - in-depth knowledge of consolidation principles, intercompany transactions, eliminations and sub-consolidations
• Audit engagement - ensuring smooth and timely competition, maintaining connections with engagement team, manager, and client across all elements of the audit through to completion.

Qualifications and affiliations

• Bachelor of Science (Business Administration)
• Registered Company Auditor, ASIC
• Approved Overseas Auditor, New Zealand Companies Office
• Chartered Accountant, CA ANZ
• Certified Public Accountant, USA (registered in Missouri, Colorado, and Wisconsin)