Providing proactive, strategic and customised advice for business and family group clients.
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.
Patrick’s approach starts with gaining an understanding of each individual client and their aspirations. He then customises strategic taxation and business advice and throughout the journey seeks to proactively create value-add opportunities in line with his client’s vision.
“Be proactive, attentive and a trusted advisor who is always available on call”
- Bachelor of Business with a Major in Accounting and Finance
- Member of Chartered Accountants Australia and New Zealand
- Chartered Tax Adviser with the Taxation Institute of Australia
- Diploma of Financial Planning from Kaplan Australia
- Registered Tax Agent