Bernadeene Cangelosi

Bernadeene is the owner of Private Multi Family Office, a private practice focused on working with families to manage their wealth. In her practice, Bernadeene works closely with private clients, particularly family offices, privately owned family businesses and ultra-high net worth families, focusing on solving complex and deep problems for her clients to enable them to achieve their family and strategic objectives.

Over the past 20 years, Bernadeene has worked very closely with family-owned-and-operated businesses across Australia, advising some of Australia’s most wealthy families.  Her combination of skills and experience give her clients the unique advantage of integrated advice and strategy that encompass both the business and the family.

Bernadeene’s career spans across three of Australia’s Big Four Accounting firms, where she has worked directly with ultra-high net worth families in the areas of comprehensive wealth strategy, income tax advice, asset protection, family governance, trust and estate planning, as well as taxation of non-traditional investments.

She regularly presents at industry tax events, is a mentor to young practitioners through the Chartered Accountants association and the Tax Institute, and she also sits on the Tax Institute's Women in Tax sub-committee which is focused on building strong networks among women in the accounting, tax and legal industry.

On a voluntary basis Bernadeene has also held the following roles:

  • Director at The Sanctuary – The Hills Women’s Shelter

  • Telstra Business Awards Judge

  • Member of the Australian Taxation Office Private Groups Stewardship Group, and

  • Start up Advisory Board Member – Tampi Pty  Limited

Qualifications:

  • Bachelor of Commerce ,  Western Sydney University

  • Chartered Accountant, CAANZ

Accreditations:

  • Registered Tax Agent

  • Fellow of the Tax Institute

  • Fellow of the Governance Institute Australia

  • Certificate in family business advising – Family Firm Institute

  • Certificate in family wealth advising – Family Firm Institute