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 People
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.
Meet Kris Tatt
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…
Meet Brett Marchant
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…
Meet Adam Middlemis
Financial Advisor
Amateur Golfer • Family Man • Mountain Bike Enthusiast
Meet Viviane de Jesus Pereira
Senior Client Services Officer
Richmond Supporter • Dog Lover • Book Worm
Meet Chantelle Sherwell
Investment Services Process Officer
Side entrepreneur • True crime binger • Passionate about personal development
Meet Karen Young
SMSF Administration Officer - currently on parental leave
Walkaholic • Chocolate Enthusiast • Dog Lover
Meet Sharni Lyon
Investment Services Administration Officer
Passionate about Family • Devoted to Church • Love People
Meet April Kirkwood
SMSF Administration Officer
Traveller • Netflix Binger • North Melbourne Supporter
