At Strategem, our 65 highly-trained staff are passionate about working with you to enrich your life. We help guide you through the maze of options to make the best financial decisions for your personal and business needs. We work and live in the community and are here to support you, your family and your business.
Our organisation is owned and operated by seven Directors. Between them they possess nearly 150 Years of experience in Financial Management. With a great team to support them, their experience can assist you in ensuring you obtain Financial success.
Trevor is a fanatical Richmond Football Club supporter and enjoys indulging in good food and wine… read more
Trevor is a fanatical Richmond Football Club supporter and enjoys indulging in good food and wine.
For over 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 15 years as a Business Services advisor for Strategem, Trevor is well respected for his efficiency and attention to detail. He manages a broad client base ranging from the legal, medical and dental professions to the transport, agribusiness and construction sectors.
Trevor’s specialist skills and expertise extend to taxation planning and strategic advice for small to medium sized businesses. His experience as a Tax Manager for a national Melbourne based firm has provided a solid foundation of leadership which supports him today in leading the Strategem board as Chairman since 2015.
Justin is a passionate about junior sport. He coaches both junior basketball and football and just in case he doesn’t get… read more
Justin is a passionate about junior sport. He coaches both junior basketball and football and just in case he doesn’t get his fill of numbers during the day, he is the Treasurer of the Strathfieldsaye Football Netball Club.
Justin joined the Strategem team in 1996 and has worked extensively in the Business Services area and combines this work with the responsibility of the auditing function for the firm. As the Audit Partner, Justin is responsible for the completion of all engagements within the Audit Division ranging from SMSF audits, Incorporated Associations, Real Estate and Solicitors Trust Accounts.
Justin holds to position of Victorian Divisional Councillor for CPA Australia and is the chair of the Bendigo CPA Australia branch. He has a wealth of knowledge working with small to medium sized businesses.
His auditing experience and practical knowledge has enabled Justin to successfully complete the Australia Institute of Company Directors course.
Ash loves tennis, tennis and tennis. He is Treasurer of the Bendigo Tennis Associate and on the finance committee… read more
Ash loves tennis, tennis and tennis. He is Treasurer of the Bendigo Tennis Associate and on the finance committee of the Anglican Diocese of Bendigo to further his passion for numbers.
Ash began life at Strategem in 1999 and possesses extensive knowledge and experience in the Business Services arm. As a Business Services specialist, Ash is also a MYOB certified consultant and assists clients in all facets of their accounting needs.
Ash is particularly passionate about assisting clients entering into business for the first time.
Brett is passionate about spending time with his family, travel and tennis. He is currently working on reducing… read more
Brett is passionate about spending time with his family, travel and tennis. He is currently working on reducing his ITF Seniors world ranking while also trying to maintain his single figure handicap in golf.
Brett joined the Strategem Investment Services team in 2012 as a Senior Financial Planner. He has over 20 years’ experience in the financial planning and funds management industry. Brett is able to provide financial advice in relation to investment, debt management, superannuation, retirement, estate planning and wealth protection.
Brett has previously held positions with Mercer, Foreign & Colonial Asset Management and Citigroup Asset Management.
Outside of the office Chris can be found coaching his son’s junior football team, keeping fit by running the odd marathon… read more
Outside of the office Chris can be found coaching his son’s junior football team, keeping fit by running the odd marathon and steering his mountain bike around the trails of Bendigo. He is also a board member of the Central Victorian Australian Football Commission.
Chris provides tax and accounting expertise and has over 20 years of experience as a part of the Business Services division of Strategem. He has a strong background in providing support to the SME business sector and has accumulated extensive experience in local public practice, offering attentive and personalised advice to clients from a range of industries. He has specialist skills and knowledge in business structuring, capital gains tax, purchase and sale of business, business succession planning and management.
In his spare time, Peter (more affectionately known as Murph) enjoys family time with his wife and four children, water skiing… read more
In his spare time, Peter (more affectionately known as Murph) enjoys family time with his wife and four children, water skiing & CrossFit.
Peter manages an extensive client base that includes retailers, wholesalers, manufacturers, professional services, primary producers, franchise holders and the construction industry.
Peter leads the Business Services and advisory division of the practice and has over 25 years of combined experience in accounting, taxation and financial planning. Peter is well attuned to the needs of new and existing business and provides tailored solutions in respect of business and wealth management.
Peter is a director of Bendigo Stadium Limited and enjoys all aspect of corporate Governance which also assist his clients in good management. Previous board roles have included the Bendigo Business Council and the Safer Community forum.
Away from the office George enjoys spending time with his family and is keen on the football codes, supporting Essendon… read more
Away from the office George enjoys spending time with his family and is keen on the football codes, supporting Essendon in the AFL and Liverpool in the EPL. In winter, George is an avid skier and you’ll often find George on the slopes of Mt Hotham.
George, a Partner in our Melbourne Office, has over 25 years of experience in the accounting profession and provides strategic and taxation advice to a wide variety of privately owned business and corporate clients, high net worth individuals and large family groups. George has previously held long standing positions with accounting giants, Arthur Andersen and Ernst & Young.
With extensive commercial experience in helping businesses grow, George’s level of expertise extends to strategic planning for business growth, operational advice, internal control procedural reviews, business sales and acquisitions including due diligence, board formation and taxation advice. His practical knowledge of Income Tax Law, Trust Law, Corporate Taxation, Tax Planning Strategy and Self-Managed Superannuation legislation, allows him to provide holistic advice to his client base.
Kris has over 10-years experience in dealing with Self Managed Superannuation Funds (SMSFs) and … read more
Kris has over 10-years experience in dealing with Self Managed Superannuation Funds (SMSFs) and manages the SMSF team at Strategem. His focus on SMSFs ensures that he is able to help clients with both the strategic and compliance opportunities in an ever changing superannuation landscape.
Kris is a busy family man with three kids under three. He is on the board of both Bendigo Baptist Church and their social enterprise’s Life’s Essentials and Madcow Cleaning. If it’s a clear night you might find Kris out taking some night sky photos.
Joining Strategem in 2009, Emmy has worked to become the trusted advisor to many small businesses… read more
Joining Strategem in 2009, Emmy has worked to become the trusted advisor to many small businesses. She prides herself on the relationships she has built with clients over that time. She cares about the wellness of small businesses and their owners and can see their passion for success.
Emmy works closely with small business owners to promote efficiencies which enables exploration of growth opportunities and goal setting for success. With exposure to businesses mainly in the construction industry, medical professionals and retail sector, Emmy can provide operational and strategic advice, with a strong focus on ensuring processes are efficient. This can also include discussions and planning around cashflow management, data entry management, resource models, structure advice and various other taxation matters. Emmy’s extensive knowledge of accounting software such as Xero and MYOB, as well as a vast knowledge of taxation law, supports her technical accounting knowledge.
Outside of work, Emmy enjoys being creative in the kitchen, travelling with her husband, and crocheting. She is also an avid Melbourne supporter in the AFL and enjoys the test cricket.
Shaun joined the Strategem team in June 2018 as CEO. Shaun is an experienced… read more
Shaun joined the Strategem team in June 2018 as Chief Executive. Shaun is an experienced corporate and business professional with a passion to coach teams, individuals and companies to achieve high performance.
Shaun has extensive commercial, consumer, operations and marketing experience working within the luxury international hotel sector. Additionally he has considerable experience in delivering high quality executive coaching and business advisory programs. From this he brings a wealth of knowledge to this position within Strategem. He is passionate about leading change, identifying new ways of working, developing leaders and upskilling individuals and teams.
Outside of work Shaun is passionate about travel, outdoor sports and spending quality time parenting his two beautiful children. He is also very involved with the South Bendigo Football Club, as U13 Girls Coach and Junior President.
Joining Strategem in 2018, Katrina is responsible for the people at Strategem and does this with passion… read more
Joining Strategem in 2018, Katrina is responsible for the people at Strategem and does this with passion and care. She has worked tirelessly on introducing new flexible policies into the organisation and also makes certain the staff are happy and have everything they need to be successful. This is not only through specific training, but also ensuring they are physically and mentally well.
Katrina has extensive experience in people management, leadership development and change management across many and varied industries and manages to add a sparkle to everyone’s day. As her way of giving back to the community, Katrina is a member of the Board of Interchange Loddon Mallee and the Treasurer of the Aztec Tigers Basketball club.
Outside of the office, Katrina can be found spending quality time with her family, enjoying some down time painting and also the odd wine or two!
Chris joined the Strategem team in 2001 and has worked extensively in the Business Services and… read more
Chris joined the Strategem team in 2001 and has worked extensively in the Business Services and Administration areas. Chris is a specialist business analysist with keen attention to detail and high level problem solving skills. He works with the partners to develop business and financial solutions for Strategem.
In his spare time Chris enjoys exploring antique and collectable fairs looking for that elusive bargain to add to his collection of furniture, stamps or royal coronation tins. He is also passionate about history preservation and loves collecting and discovering new family stories to add to his 7,000 page compilation of family stories, photos and documents. Chris also is also the secretary of the local CFA committee that promotes competitions in the greater Bendigo area.
Cesar has spent just over 40 years in the professional and financial services industry… read more
Cesar has spent just over 40 years in the professional and financial services industry starting with 23 years in the trustee industry as a professional executor and managing client’s affairs. He provides legal and regulatory expertise to Strategem’s financial and tax services business units. In his business analytics role, Cesar provides information to senior management gathered from our practice management software to enable them to make informed decisions about the firm’s clients and services.
As an avid sports person Cesar is a golfer, mountain biker and martial artist. He enjoys spending time with his family as well as being home in his garden but has also travelled a few times. He also loves reading books.
Starting with Strategem in July 2017 in our administration team… read more
Starting with Strategem in July 2017 in our administration team, Meghan has since pursued her interests in marketing and event management and has taken on the role of Marketing & Client Engagement Coordinator. This sees her working closely with our partners, both in our Bendigo and our Melbourne office. Meghan sits on our Strategem Community Foundation Committee and is proud to be in a position to enrich the lives of our wider community. She is passionate about going the extra step both for our clients and our staff.
Meghan is an avid list writer and you will always find her with a number of stationery items to ease her organisational obsessions. She enjoys the office banter during the AFL season and is a strong supporter of the Collingwood Football Club. On weekends you may find Meghan browsing Kmart or other homeware stores to add to her collection of adorable, yet unnecessary, decorations for her home that is filled with indoor plants and succulents.
Meghan also likes to give back to her local community through volunteering her time. She is currently sitting as Treasurer on the Bendigo Cycling Classic Committee and enjoys helping out at various community events.
Tarryn assists the Investment Services team across all area’s including… read more
Tarryn assists the Investment Services team across all area’s including management of workflow allocation, service standard targets and supporting the General Manager. She enjoys problem solving and improving processes to ensure we are working as efficiently as possible.
Tarryn is a busy working Mum of two beautiful girls. She is very close with her direct family and on her days off, she enjoys spending quality time with her family including camping and getting outdoors for a walk or run. Tarryn loves interior design and enjoys decorating and fussing over her home including shopping for beautiful bargain homewares.
Now having worked in administration roles for more than half her life, Jen has worked at Strategem… read more
Now having worked in administration roles for more than half her life, Jen has worked at Strategem for over 10 years. In her role as a Client Services Officer (CSO) in our Tax & Accounting Department, Jen works with our partners and accountants to ensure that quality and timely service is provided to all of our clients. Jen also enjoys being a part of the Strategem Community Foundation Committee and the opportunities that offers to make a difference in our local community.
Jenny has worked at Strategem for 11 years among a team of great Accountants… read more
Jenny has worked at Strategem for 11 years among a team of great Accountants. Her role of Client Services Officer (CSO) allows her to interact with clients, which she is very passionate about.
Jenny is married with two children. Outside of work she enjoys going to the gym and socialising with friends and family.
Emma joined Strategem in 1997 and has had varying roles within the administration team… read more
Emma joined Strategem in 1997 and has had varying roles within the administration team over this time. It’s this variety that comes with the job that keeps Emma’s journey at Strategem an exciting place to be.
Outside of work, Emma enjoys involving herself in her children’s sporting associations and is currently the Treasurer at St Monica’s Netball Club. She also enjoys caravanning and camping trips with her family and friends, watching sport and loves listening to music – especially going to concerts, particularly those that feature Neil Finn!
Enriching lives through better financial decisions