B & W Additions in South Melbourne, Victoria | Local business

B & W Additions

Locality: South Melbourne, Victoria

Phone: +61 3 9629 1433

Address: Level 11, 50 Market Street 3000 South Melbourne, VIC, Australia

Website: http://bwadditions.com.au

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12.01.2022 RODNEY JOHNSTONE Certified Financial Planner BBus, DipFP, GradDipAppFin Rodney joined B & W Additions as a qualified Financial Advisor with over 25 years experience in the industry not just as an advisor himself, but also by the training of other advisors.... Rodney is able to provide a high level of clear and concise financial advice and assistance to his clients through detailed analysis of their needs. Rodney has particular expertise in assisting those clients who are moving to or have moved to retirement.

11.01.2022 TOM WEIR Director BCom, MTax, CA, CTA, SSA Tom has over 25 years experience dealing in the Small and Medium Enterprises (SMEs) market providing high level tax, business and accounting services through the accounting firm Bourne + Weir. It was because of high demand for his expert knowledge on investments, tax structuring and superannuation that the Financial Planning company B & W Additions was started.... Tom is committed to providing a personalised service to each client that is specific to individual circumstances. His is by no means a set and forget model. Tom is extremely conscious that client circumstances, tax laws and markets change and to this end there are regular reviews of financial strategies.

03.01.2022 VICKI LEE Financial Planning Assistant DipFP Vicki joined Bourne + Weir in 2010 bringing with her previous experience in the Superannuation and Insurance Industry. Vicki moved across to B & W Additions in 2013 working as a financial planning assistant to Tom Weir & Rodney Johnstone.... Many of our clients have great respect for Vickis implementation skills and rely on her to assist them with the day to day management of their financial affairs.