BEDFORD - Key Persons
Job Titles:
- Client Manager
- Graduate Accountant
Starting at Bedford in 2016 as a Graduate Accountant, Alexandra went on to successfully complete her Chartered Accountant qualification and gain her current role of Client Manager. Having worked across the business, she has quickly gained a diverse set of skills, experience and perspective.
Alexandra is open, transparent and meticulously focused on ensuring she has captured all aspects of her client's world in order to achieve the best results.
With strong values of integrity, honesty and trustworthiness, Alexandra has thrived in her role and has become a trusted partner to her clients and colleagues.
Joining the Bedford team in 1994, Andrew specialises in advising on asset protection, taxation law, business management, superannuation, dispute resolution, litigation support, estate planning and compliance services.
Angela has over 12 years tax and business services experience. She has worked with a range of clients from high net wealth groups, superannuation, small to medium businesses in a range of industries, Australian subsidiaries of international groups and companies involved in research and development.
Angela is passionately interested in her client's businesses. She strives to add value to her clients and provide a bespoke service by being as involved as the client needs at any point in time.
Carla's career began helping start-ups with outsourced CFO services, which quickly expanded to helping local subsidiaries of multinational businesses. Now, with over 15 years of experience working with organisations of varying size, complexities and life cycles, Carla has developed a comprehensive approach, sought after by clients of all shapes and sizes.
This diverse experience has made Carla into an incredibly skilled advisor across management accounting, corporate tax and the specific issues facing private business groups in Australia.
Cody joined Bedford in 2016. He has developed strong relationships with his client base and works closely with business owners to provide advice in taxation, structuring, managing cash flow, year-end tax planning and self-managed superannuation fund compliance.
He specialises in taxation and business advisory relating to small to medium sized businesses. He has extensive experience working with high-net-worth individuals, family investment structures and companies in a wide range of industries, including wholesale, retail, equipment hire, medical and professional services.
David has over 20 years' experience as an advisor to high net wealth families and their businesses. His specialist focus is in the areas of business development, retirement and exit solutions include succession planning, due diligence, cash flow management, and dispute and divorce resolution. He also has extensive cross border experience, providing advisory services to several significant global entities based in the US.
Since joining Bedford in 2011, David has wholeheartedly embraced and recognised the significance of a client-centric approach, which has been pivotal to Bedford's enduring success.
With hands-on experience in managing and operating small businesses, David possesses a unique perspective that allows him to empathise with clients. Combined with his 16 years of expertise in tax and advisory, as well as his comprehensive understanding of estate and succession planning and superannuation, David provides specialised and tailored advice to private clients, small and medium-sized businesses, and family groups.
Geoff joined Bedford in 2009 and was admitted as a Director in 2014. He previously worked for Deloitte Corporate Finance and ran his father's Chartered Accounting practice, G J Hartigan & Co. He has extensive experience in financial forecasting, business plan reviews, dispute resolution, transactional services including due diligence, and taxation structuring and business investment in Australia by foreign residents.
Geoff has served as a Director of listed and financial service licensed companies and has multiple clients in the financial services and funds management industries.
Qualifications
Bachelor of Commerce from the University of Wollongong
Graduate Diploma of Financial Planning from The Financial Services Institute of Australasia
Graduate of the Australian Institute of Company Directors
Member of Chartered Accountants Australia and New Zealand
Member of FINSIA
Joining Bedford in 2016, Giselle plays numerous valuable roles, a testament to her ability to adapt and ability to quickly build trusting relationships. As Recruitment Manager, Giselle primarily supports the team with sourcing, securing and retaining the brightest minds for our business. Outside of this role, she contributes greatly to the culture and operations making Bedford a great place for our people to work and develop their careers.
Giselle is versatile, enthusiastic and passionate in all that she does. No two days are the same in Giselle's role and she enjoys juggling the challenges that come her way!
"Giselle combines her diverse skills to help our team in many areas of our business. A friendly face, a ball of energy and a "can do" attitude that is contagious to those around her."
Joining Bedford in 2016, Irene plays a unique and central role within our team and with our clients across both the accounts and human resources departments.
Irene is the conduit between Bedford and clients for accounts receivable. As Human Resources Officer, Irene also helps ensure our people are supported and have everything they require to maintain Bedford's impeccable service standards. Irene also manages payroll and corporate compliance.
Joanne joined Bedford in 2011. Testament to her client-centric approach, her loyal and valued clients followed her move, many of whom continue to partner with her today.
She has worked in support of most business areas but particularly specialises in advising high net worth individuals and small businesses, including investment-related entities, listed securities, the medical industry and legal profession.
Job Titles:
- Graduate Accountant
- Senior Client Manager
Joining Bedford in 2017 as a Graduate Accountant, Julia has quickly moved up the ranks to Senior Client Manager. Now based in Port Macquarie, Julia has almost 10 years of experience working with small to medium-sized businesses across various industries including medical, legal, IT and childcare businesses, with specific focus on tax management strategies, wealth creation, family asset protection, and business structuring.
Job Titles:
- Principal
- in 2002 As a Senior Manager
Matthew joined Bedford in 2002 as a Senior Manager, and was admitted as a Partner in 2007. Prior to Bedford, he worked for Deloitte for 10 years. His experience is wide and varied, advising many small to medium sized businesses, professional clients and individuals in taxation, superannuation, financial accounting and reporting, structuring alternatives, succession and retirement planning.
Murray joined Bedford from Deloitte in 1993 as a Client Manager and was admitted as a Partner in 1998. Drawing on over 25 years of business advisory and financial experience, he specialises in strategic financial advice, financial and taxation management, financial accounting and reporting, operating budgets and structures, cash flow budgets and liquidity reviews, capital expenditure, cost-benefit analysis, business restructure and contract and banking negotiation support.
Murray advises a diverse range of industries including inbound multinational corporations, mining, property construction and development, professional partnerships, manufacturing, retailing, importing and wholesaling and tourism. The experience gained in advising these varied industries enables him to provide tailored advice to his clients and assist them with maximising their potential and meeting their financial goals while minimising exposure to risk.
Joining Bedford in 2017, Nancy has extensive experience in providing business advisory services and tax planning strategies to her clients. Nancy works diligently with her clients to provide pragmatic solutions.
Nancy advises on a broad range of industries including retailers, manufacturers, subsidiaries of foreign companies, wholesalers, not for profit associations and high-net-worth individuals.
Qualifications:
Bachelor of Business and Commerce with a Major in Accounting from the University of Western Sydney
Member of Chartered Accountants Australia and New Zealand.
Olivia joined the practice in 2011 as the Internal Accountant, and in early 2012 took on the additional role of Office Manager. Within these roles, Olivia combines her operational and customer service experience with her bookkeeping skills and proficiently manages a 10 person administration team and the day to day operations of a 70 plus strong office. This includes responsibility for all internal accounting, preparation of month-end and year-end financial statements, cash flow budgets, human resources and the maintenance of all office procedures.
Olivia is responsible for making sure the business's daily operations run smoothly and efficiently, allowing the professional team to deliver a seamless client experience.
Patrick joined Bedford in 2008 as a Graduate from the University of Technology, Sydney. Since then, he has built a wealth of knowledge, experience and expertise in taxation, accounting and business advice.
He has held a number of commercial roles where he directly facilitated and assisted clients to build and manage their business and personal wealth portfolios. He has extensive experience in business structuring, VCFO, management reporting, asset protection, and developing tax strategies for small to medium businesses.
Joining Bedford in 2002, Rebecca has provided comprehensive and tax-effective strategies to minimise risks and maximise growth and wealth for her clients. Her pragmatic approach, coupled with her attention to detail, has been of enormous benefit to her clients.
Rebecca's key areas of specialty are tax management strategies, wealth creation and superannuation, estate planning, business structuring, asset protection and year-end tax planning. This expertise has resulted in a strong client base largely consisting of high net wealth individuals, professional practices, and small businesses.
Rebecca has been working in the accounting industry for over a decade. She began her career as an Undergraduate whilst at University, working alongside her studies to gain valuable real-world experience.
She is focused on developing her skills through the expertise of those surrounding her and is always striving to see things from different perspectives so she can help her varied clients achieve their goals.
Rowen has built a successful career as an accountant, accumulating over 10 years of experience in the field. Since joining Bedford in 2014, Rowen has worked with small to medium-sized businesses, large family groups, and high-net-worth individuals. He specialises in providing comprehensive taxation advice, strategic management accounting and reporting, cash flow and budget forecasting, tax planning, asset protection, and business structuring.
Rowen has developed extensive expertise working with clients from diverse industries, including professional practices, construction, property development, hospitality, funds management, manufacturing, and importing and wholesaling.
Joining Bedford in 2004 when it was a practice of just 15 people, Tim has played a pivotal role in continuing Bedford's client-centric approach through a phase of significant growth. Tim has 20 years of tax practice experience, specialising in tax advisory and planning for small to medium-sized businesses with a focus on tax management strategies, wealth creation, family asset protection, as well as business structuring.
Tim takes his time to see the perspective of his clients while he develops a deep understanding of their circumstances and ambitions. He breaks the complex down into clear, tailored and actionable advice. His highly attentive and yet progressive approach to constant improvement makes Tim a highly trusted partner to his loyal clients, many of whom have worked with him since he started at Bedford.
Victoria has many years of experience managing large groups of people mainly in voluntary leadership roles with schools and community groups. She is focused on maintaining a comfortable environment for clients and staff by respecting each person as the individual they are. She meets the demands of the staff and clients quickly and professionally, always with a warm smile.