ABOUT US

Our Experienced Team

BW Advisers are an experienced team of business, taxation and accounting specialists who partner with you to deliver the best possible outcomes.

Ballarat based, our team tailor their services to your individual circumstances and maintain regular contact with you, keeping you informed of all items of relevance to your needs. We value your choice of BW Advisers and take our position as your trusted advisor very seriously.

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Our team strive to deliver the very best to you in all of the following areas:

  • Increased business profitability and cash flow
  • Wealth creation
  • Tax minimisation
  • Asset protection
  • New business establishment
  • Cash flow and budget projections
  • Retirement and succession planning
  • Superannuation
  • Portfolio management
  • Self Managed Superannuation

We offer a range of services that put you in control by choosing the level of service that best suits your individual needs.

OUR DEDICATED TEAM

OUR PARTNERS

  • Chris McLennan
    Chris McLennan PARTNER

    Educated at Ballarat Clarendon College and Ballarat University achieving Bachelor of Business majoring in Accounting and Economics he commenced employment as an Accountant with John Creek in 1995. Chris is passionate about small business and farming related enterprises. Chris’ expertise lies in advising trades, small business and farming families in respect of day to day financial matters and income tax structuring and strategy.  Chris is committed to ensuring business success by removing the impediments of taxation compliance and management to free up time so clients can focus on what they do best.

  • Matt Bayles
    Matt Bayles PARTNER

    Matthew was educated at St. Joseph’s and Deakin University in Geelong achieving Bachelor of Commerce and commenced employment as a Public Practice Accountant in Ballarat in 1998 later joining John Creek in 2004.  Matthew is currently the Chief Financial Officer for Petstock Australia and has been instrumental in establishing and structuring the business to be a leading retailer in Australia and New Zealand with over 150 sites.  Matthew’s expertise is in business management and structuring business for growth and expansion and has significant expertise and experience in franchising and acquisitions. As a Director of BW Advisers, Matthew’s expertise lies in advising small to medium businesses in respect of day to day financial matters, management systems and reporting as well as income tax structuring and strategy.

  • John Creek
    John Creek PARTNER

    John commenced his accounting career in 1977 with Union Fidelity Trustee Company of Australia while completing his accounting qualifications at what we now know as Federation University. John purchased an accounting practise in 1983 and has been in practice since that time.  A CPA with over 30 years of experience in partnering with a wide range of clients with various needs specialising in working with and advising family-owned businesses and professionals, on acquisitions, strategy development and maintain a deep knowledge of and appreciation for SME specific taxation and associated legal and compliance frameworks. John is passionate about ensuring business owners and professionals make the most of their time and current and future resources to establish and maintain family wealth and well being.

  • Tracy Brennan
    Tracy Brennan PARTNER

    Tracy commenced in the Accounting industry in 2004 working with a small accounting firm in Northern Victoria, gaining a solid base in small business and farming entities. Tracy successfully completed a Bachelor of Accounting and an Associate Degree in Business with Charles Sturt University, both via distance education while working and juggling the commitments of her 3 children. Moving interstate and travelling have meant that Tracy has worked for a “Big 4”, as a Business Manager and in the Tax & Business advisory areas, bringing a wide range of experience to BW Advisers in 2016.  Along with SMSF, Tax and Business Advisory, Tracy has a keen interest in systems, processes and technology, and has taken on the role of ensuring BW Advisers keeps up with all things “Cloud-based” while ensuring that we stay true to BW Advisers’ solid foundations of great people, great service and a commitment to our clients.

THE BW TEAM

  • Angela James
    Angela James Accountant
  • Kristy Norman-Hade
    Kristy Norman-Hade Accountant & SMSF Specialist
  • Karly Grundy
    Karly Grundy Bookkeeper & MYOB Certified Consultant
  • Bianca Leonard
    Bianca Leonard Administration
  • Tayla Chalmers
    Tayla Chalmers Reception
  • Katie Blomeley
    Katie Blomeley Practice Administration