Frank’s passion is the motor industry and while at Fordham he has overseen significant growth in our motor dealer client base. He has a deep understanding of the workings of a dealership - probably one of the toughest environments in which to make a profit.

During his time at Fordham, Frank has developed significant expertise in valuations, mergers and acquisitions, purchase and sale of businesses and in leading negotiations. He is also well practiced in strategic planning in areas including succession, management and business structuring. He runs regular monthly meetings with several of his major clients and facilitates profit improvement meetings for one of Australia’s leading automotive distributors.

Frank’s colleagues and clients rely on his intimate understanding of business and his proven ability to identify and solve problems. He has used this to develop a range of unique products, in collaboration with his team, to help clients run their businesses more successfully. Many of these have now become standard operating tools for Fordham, including the Dealership Diagnostic and the Profit Improvement Program.

Industry specialisation: Motor Dealer Services

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David joined Fordham as a graduate in 1982. In his early years the practice was built on a foundation of providing high level tax and accounting advice for business owners and individuals. Over the years, these services have significantly evolved due in part to significant changes in taxation law and clients’ need for high-level strategic advice.

David has a wealth of experience in buying and selling businesses, valuations, benchmarking, business analysis, systems improvement, finance proposals, GST and business and taxation structuring. This specialist understanding makes David much sought-after by Fordham’s clients.

David has also played a large part in the launch and success of Fordham’s motor dealer advisory group. In collaboration with his fellow partners, David has significantly grown Fordham’s motor dealer client base and broadened the scope of its services to include integrated advice on all aspects of business and management.

Industry specialisation: Motor Dealer Services, Other Industries 

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Laura joined Fordham as a graduate in 2004 and quickly developed her skills and expertise to become a leading member of the firm.

Laura is committed to helping her clients grow and improve their businesses and personal wealth and takes pride in developing solutions that are personalised, commercial and innovative. She has an in depth understanding of the automotive industry as well as exposure to a broad range of other industries.

She has significant expertise in business strategy and planning, profit improvement, dealership management workshops, financing solutions, acquisition and sale of business, and wealth and estate planning. All while leveraging a core technical knowledge of structuring, tax advice and compliance.

Laura is a keen contributor to our firm’s in-house business excellence group and generates best practice ideas for the Fordham Motor Dealer Services Team. She leads the development and facilitation of the Automotive Financial Management Program for clients and facilitates dealer profit comparison meetings.

She is passionate about her work and her clients.

Laura is fortunate in being able to combine her personal passion for motor vehicles (she races her Austin Healey and Lotus Europa) with a client base in the automotive industry!

Industry specialisation: Private Business Owners, Motor Dealer Services

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Neil discovered Fordham at a university open day and was immediately drawn to our focus on people, private businesses and premium service. After a recommendation from a friend already working for us, Neil joined Fordham in 2005 as a graduate with our Motor Dealer Services team.

Since then, Neil has worked with a wide variety of clients and tackled a diverse range of issues – from simple family and business issues, to complex sales, acquisitions and everything in-between. In addition to having outstanding taxation and business-structuring capability, Neil also has a deep expertise in commercial advisory services and business optimisation, with a focus on privately-owned motor retailers. In addition to his clients in the motor industry, Neil uses his knowledge and experience to assist business owners across a range of industries.

He has a passion for guiding his clients through the Fordham Wealth Journey®, with a particular focus on the taxation, structuring, profit improvement and succession planning components that are so sought after by today’s business owners.

Happily, Neil’s instincts as a young university graduate were correct. He loves his role at Fordham, loves helping his clients, and it shows … for every client, every day.

Industry specialisation: Motor Dealer Services 

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Starting as a Graduate with Fordham in 2007, Adrian was attracted to our singular focus on private business owners, in particular motor dealers and the intricacies involved with running a dealership.

Since then, he has gained expertise in significant compliance engagements, plans and family matters, as well as the day-to-day issues every business owner faces. He strives to provide value for his clients in the areas of planning, accounting and taxation, profit improvement, management and equity, and succession planning, along with business sales and acquisitions. As his experience and knowledge have grown Adrian has been able to challenge business owners on their performance and guide them on business best practice and their personal wealth journey.

Adrian’s superior work ethic and commitment is second to none. He works hard to ensure his clients receive the advice they need to succeed and achieve their goals. He helps facilitate the industry-leading Mazda Excellence Group and attends the National Automobile Dealers Association (NADA) conventions.

Industry specialisation: Motor Dealer Services

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With over 15 years of experience in advising private business owners, Bernie has become known for providing considered and reliable advice to his business owner clients. Bernie’s Fordham journey began as a graduate and since then he has developed a proven track record of assisting his business owner clients in working through complex issues, which has propelled Bernie to the position of Associate Partner.

Bernie provides leading edge tax, accounting and business advisory services to his business owner clients and in recent years has developed a keen interest in the corporate finance space, assisting many clients from various industries in business sales, acquisitions, management buy-ins and valuations. In recognition of his passion and expertise in this area, Bernie has recently been appointed Chair of the firm’s Corporate Finance Group.

Bernie is an avid Dees fan and enjoys spending time with his young family.

Specialisation: Private business, taxation, business sales, business acquisitions, business  valuations, motor dealers

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