Alicia Neilsen

Alicia Neilsen

Friendly, approachable, dependable. Alicia Neilsen is especially sought after for advice on compliance conundrums. She has established a firm reputation for providing high quality work with consideration to the bigger picture and complex issues.

Commencing with Fordham in 2004, Alicia enjoys being the first point of contact for clients, building trust on both a professional and personal level. Her open and supportive nature has also built strong relationships with her team, her clients and their staff.

Quietly confident, Alicia successfully delivers a variety of valued client work from start to finish across the entire business life cycle – the Wealth Journey®. Her clients include a range of “active” businesses from diverse industries and in different phases, where she assists with business planning, profit improvement, restructuring, sale of business and estate planning. She also deals with “passive” investment structures for professionals, retirees and high net worth individuals. As part of our health provider services team Alicia particularly enjoys working with medical practitioners tailoring our suite of services to meet their specific needs.

Alicia has also been lucky enough to spend time travelling within Australia to our Perth office, developing the firm’s Native Title offering, assisting with proposals, developing process maps, and providing recommendations with respect to efficiencies and improvement opportunities. In addition she has also developed industry expertise within the construction sector, presenting at HIA and Master Builders evenings and has been actively involved in the early stages of our Executive Office program.

As if all this wasn’t enough, Alicia has proven an ideal advocate for continuous improvement along with learning and development within the firm. She has also supported our valuable in house knowledge development groups with business, tax, wealth, superannuation and estate planning.

Honest, up front, realistic and constructive … her clients and her team alike have come to appreciate and depend on Alicia.