Garry Chambers

Bachelor of Business (Accounting)

Certified Practising Accountant (CPA) and Certified Financial Planner (CFP)

Garry offers a wealth of knowledge to the Business Services team after many years providing taxation and accounting expertise to clients of Strategem.

With a farming family background dating from original selection in 1876, Garry recognises and understands the critical issues facing agricultural business. He offers valuable advice and support to clients from both primary and secondary industries.

Garry’s success is in applying this considered approach to business across a range of industries to achieve sustained business growth.

Trevor Elliott

Bachelor of Business (Accounting)
Certified Practising Accountant (CPA) and Fellow of the Taxation Institute of Australia

For 20 years, Trevor has provided taxation and accounting services to a broad portfolio of clients in regional and metro areas in Victoria and interstate. With over 10 years as a Business Services advisor for Strategem, he has become well respected for his efficiency and attention to detail, particularly in the management of clients within the medical, dental and legal profession.

With broad taxation experience including as Tax Manager for a national, Melbourne-based firm, Trevor also offers small to medium sized businesses excellent advice and support. His specialist skills and expertise extend to taxation planning and strategic advice for business structures, including retail franchise operations.

Sharon Gleeson

Bachelor of Business (Accounting), Certified Practising Accountant (CPA),
Certified Financial Planner (CFP) and Member of Self-Managed Super Fund Professional’s Association of Australia (SPAA)

Sharon’s successful career has spanned 27 years at Strategem Financial Group. She has specific expertise in complex superannuation issues, auditing and taxation taking a lead role as Partner in charge of the Self Managed Superannuation Fund department. Her considerate thinking, skilful and tailored advice is highly valued by a broad client base.  

Sharon is a role model for professional women having played a significant part in the growth of Strategem over many years. She is proactive in staff development and provides great leadership as a trainer and mentor of our graduate program.

Chris Harrington

Bachelor of Business (Accounting)

Certified Practising Accountant (CPA) and a Member of the Taxation Institute of Australia

Chris provides tax and accounting expertise as a part of the Business Services division of Strategem Financial Group. He has a strong small business background and has accumulated extensive experience in local public practice, offering attentive and personalised advice and support to clients from a range of industries.

Chris enjoys the challenge of providing comprehensive support to new and existing small to medium sized businesses as they seek to grow and create successful enterprises. He has specialist skills and knowledge in business structuring, capital gains tax, purchase and sale of business, business succession planning and management.

Kevin Martin

Diploma in Financial Markets and Associate Diploma in Business Administration 

Member of the Executor and Trustee Institute of Australia (METI)

Graduate, Australian Institute of Company Directors (GAICD)

Kevin is General Manager of Strategem Investment Services, specialising in Sharebroking and Portfolio Management. With a career spanning more than 30 years, he has held senior positions in banking, finance and the trustee industry in Melbourne and throughout regional Victoria. At a strategic level, Kevin offers broad experience as Chairman of Strategem’s Board and by servicing a large and loyal group of clients.

Kevin offers individuals comprehensive wealth creation support in all areas of Portfolio Management, with a particular focus on sharebroking, share market activities and personal asset management services.

Stuart McKenzie

Bachelor of Business (Accounting), Graduate Diploma in Financial Planning,

Fellow of Financial Services Institute of Australasia (FINSIA) and Certified Financial Planner (CFP)

Stuart offers specialist financial planning expertise as part of the Investment Services division of Strategem. He is a leading financial planner with significant experience in wealth creation, having held positions at the Pharmacy Guild and a second-tier chartered accounting firm in Melbourne.

Since 1998, Stuart has been providing expert advice to clients in all areas of financial planning, including retirement planning, wealth accumulation, wealth protection and estate planning strategy. He relishes the opportunity to create and implement wealth strategies to allow clients to meet their financial and lifestyle goals.

Peter Murphy

Bachelor of Business (Accounting)

Certified Practising Accountant (CPA) and Certified Financial Planner (CFP)

Peter leads the Business Services division of the practice. He combines a broad understanding of accounting, taxation and financial planning for tailored solutions in respect of business and wealth management. He is well attuned to the needs of new and existing small to medium size business.

Having provided professional business services for close to 20 years, Peter manages an extensive client base that includes retailers, wholesalers, professionals, primary producers, franchise holders and the construction industry.

Peter enjoys the challenge of providing business solutions and seeing his clients’ plans come to fruition.

Tim Wood - Business Services
tim.wood@strategem.com.au

Justin Gordon - Business Services
justin.gordon@strategem.com.au