Brett Marshall Email & Phone Number

Brett Marshall is a Partner of the Fordham Group’s Melbourne Office. Fordham is a business advisory group and part of Perpetual Limited which acts exclusively for private businesses. This company helps clients to understand and manage their businesses, build and protect wealth, and structure and plan their lives accordingly.Brett has a true passion for delivering high quality outcomes for his clients while building long term client relationships. He is skilled at understanding and explaining the details of financial accounts to help businesses make better decisions regarding valuation, acquisitions, mergers, and disposals.Brett is particularly enthusiastic about directing in-house training and development programs while promoting a culture of success and excellence in service and results. He is involved in the Taxation and Corporate Finance excellence groups within the Fordham Group. Brett is particularly successful with clients because of his own experience as a business owner in the hospitality industry. He understands his clients' needs and challenges better than most, having faced many of these in his own private business ventures. He is also great and developing relationships with his clients and offering advice to businesses in a broad range of industries.Brett has been with Fordham since 2004, and has helped the business to expand and provide accounting, taxation advice, valuations, and risk management services to clients with unique goals and obstacles. He is a member of Chartered Accountants of Australia and New Zealand holds a Bachelor of Commerce and Bachelor of Arts, Accounting, Finance, and Chinese language from the University of Melbourne (2003). Brett’s core specialties lie in the areas of:• Taxation, Business Structuring, and profit improvement• Systems and procedures• Property building and construction industry• Valuations, acquisitions, and disposals• Negotiations• Wealth planning• Retirement, succession and estate planning

Listed skills include Tax, Accounting, Estate Planning, Superannuation, and 46 others.