At Strategem we value our staff and are passionate about our people and their development.
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 Partners
Our organisation is owned and operated by eight 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.
Managing Partner
Marathon Man • Sports Junkie • All things AFL
Outside of the office Chris can be found coaching his son’s junior football team, keeping fit by running the odd marathon…
Partner and Group Chairman
All Codes Football Fanatic • Family Man • Scotch Enthusiast
Away from the office George enjoys spending time with his family and is keen on the football codes, supporting Essendon…
Partner
Family Man • Amateur Photographer • Burger Aficionado
Away from the office Kris is a busy family man with four kids under five. He is on the board of both Bendigo Baptist…
Partner
Passionate Cook • Outdoor Enthusiast • Crocheter
Outside of work, Emmy enjoys being creative in the kitchen, travelling with her husband, and crocheting…
Partner
Richmond Fanatic • Wine Connoisseur • Food Nut
Trevor is a fanatical Richmond Football Club supporter and enjoys indulging in good food and wine…
Partner
Loves All Things Tennis • Family Man • Weekend Golfing Hack
Ash loves tennis, tennis and tennis. He is Treasurer of the Bendigo Tennis Associate and on the finance committee…
Partner
Sports Junkie • Family Man • Passionate Coach
Justin is a passionate about junior sport. He coaches both junior basketball and football and just in case he doesn’t get….
Partner
Golfing Guru • Travel Bug • Family Man
Brett is passionate about spending time with his family, travel and tennis. He is currently working on reducing…
Our Associates
Tax Manager | Associate | General Manager Melbourne
Family • Travelling • Fitness/gym
Senior Accountant | Associate | Melbourne
Musician • Coffee Addict • Scotch Enthusiast
Wealth Management
Partner
Family Man • Amateur Photographer • Burger Aficionado
Away from the office Kris is a busy family man with four kids under five. He is on the board of both Bendigo Baptist…
Partner
Golfing Guru • Travel Bug • Family Man
Brett is passionate about spending time with his family, travel and tennis. He is currently working on reducing…
Senior Client Services Officer
Richmond Supporter • Dog Lover • Book Worm
Investment Services Process Officer
Side entrepreneur • True crime binger • Passionate about personal development
Investment Services Administration Officer
Passionate about Family • Devoted to Church • Love People
SMSF Administration Officer
Traveller • Netflix Binger • North Melbourne Supporter
Tax & Accounting
Managing Partner
Marathon Man • Sports Junkie • All things AFL
Outside of the office Chris can be found coaching his son’s junior football team, keeping fit by running the odd marathon…
Partner
Passionate Cook • Outdoor Enthusiast • Crocheter
Outside of work, Emmy enjoys being creative in the kitchen, travelling with her husband, and crocheting…
Partner
Richmond Fanatic • Wine Connoisseur • Food Nut
Trevor is a fanatical Richmond Football Club supporter and enjoys indulging in good food and wine…
Partner
Loves All Things Tennis • Family Man • Weekend Golfing Hack
Ash loves tennis, tennis and tennis. He is Treasurer of the Bendigo Tennis Associate and on the finance committee…
Partner
Sports Junkie • Family Man • Passionate Coach
Justin is a passionate about junior sport. He coaches both junior basketball and football and just in case he doesn’t get….
Senior Accountant
Loyal St.Kilda Member • Un-fast Marathon Runner • Blood Bank Regular
Senior Accountant
Classical Music Enthusiast • Owner of extensive wool stash for craft projects • Coffee Devotee
Senior Accountant - currently on parental leave
Proud Mum • Book Worm • Epicurista
Senior Accountant
Basketball Tragic • Mountain Biker • Craft Beer Apprentice • Puppy Dad
Intermediate Accountant
Lover of International Cuisines • Sweet Tooth • Problem Solver
Melbourne
Tax Manager | Associate | General Manager Melbourne
Family • Travelling • Fitness/gym
Partner and Group Chairman
All Codes Football Fanatic • Family Man • Scotch Enthusiast
Away from the office George enjoys spending time with his family and is keen on the football codes, supporting Essendon…
Partner
Richmond Fanatic • Wine Connoisseur • Food Nut
Trevor is a fanatical Richmond Football Club supporter and enjoys indulging in good food and wine…
Senior Accountant | Associate | Melbourne
Musician • Coffee Addict • Scotch Enthusiast
Senior Accountant | Melbourne
Geelong Cats fan • Passionate about Family & Friends • Blood Donor
Intermediate Accountant - Melbourne
Walking • Video and Board Games Enthusiast • Traveller
Intermediate Accountant | Melbourne
Self/business Development Reading • Fitness Fanatic • Coffee Addict
Corporate Services
Managing Partner
Marathon Man • Sports Junkie • All things AFL
Outside of the office Chris can be found coaching his son’s junior football team, keeping fit by running the odd marathon…
Marketing & Client Engagement Coordinator
Indoor Plant Hoarder • Cricut Creative • Collingwood Fan
Administration Assistant
I am a coffee lover • I love traveling • I am passionate about collecting fossils
OUR PURPOSE
Enriching lives through better financial decisions.
OUR VALUES
Client Focus
Our clients, are the most important thing to us. We provide personalised service built on trust.
Excellence
We strive for excellence at every level, for every task, for every client.
Integrity
We tackle everything with the highest integrity.
Community
We live, work and participate in our local community. We provide much-needed support through out Community Foundation.
Team Work
We operate as one, cohesive team. This ensures our high level service delivery to our clients and loyal and engaged staff.