David Richardson (CEO)

David has extensive experience in a wide number of executive management roles. His particular areas of expertise include governance, strategy, planning, business development, operational management, workforce and performance management, and project management. As CEO of Strategem Financial Group, David provides expertise and support to the Board of Directors, Corporate Management Team and staff.

David holds a Bachelor of Arts as well as a Masters in Business Administration and is a Member of the Australian Institute of Company Directors. David has worked for organisations such as the Department of Primary Industries and the University of Melbourne in a range of roles including Business Management, Commercial Development, Research and Innovation Management. His role as Business Manager for Primary Industries Research Victoria from 2002 to 2007 involved state wide responsibility for management and advice on a diverse range of financial, physical and human resource issues based on Australian Business Excellence Framework principles.

Partners

L to R top to bottom

Peter Murphy, Andrew Davies (resigned July 2009), Stuart McKenzie, Trevor Elliott, Kevin Martin, Chris Harrington, Sharon Gleeson and Garry Chambers

The evolution of Strategem Financial Group relies on the business expertise and vision of a group of Partners.

With a focus on combining both business services and wealth creation, Strategem accountants and financial planners are well placed to meet the total financial needs of clients within a rapidly changing environment.

In recent years, Strategem has welcomed Kevin Martin and Stuart McKenzie to the Partnership group of the organisation.

Kevin Martin's experience in investment services spans more than 25 years. He heads up Strategem's Investment Services Division, specialising in Sharebroking and Porfolio Management. He is also Chairman of the Group.

Stuart McKenzie is a leading Financial Planner, who has achieved top ten status in the Australian Financial Review Smart Investors Masterclass. He has a farming background and expertise in financial planning for owners of small to medium businesses.