Our company story is simple. We love helping people make the most of their financial situations.
As a business we pride ourselves on delivering the now for our clients; people just like you.
Our accountants and advisors are committed to:
- Carrying out accurate weekly, monthly and quarterly processing and reporting of our clients’ business performance and working in partnership to help steer the ship where they want to go.
- Factoring in our clients’ goals and plans – what they want to achieve – as much as possible.
- Working together on the how; by putting together timelines and action plans to help them stay on track to get to their destination.
- Advising on how businesses and assets should be structured to minimise tax and keep more of what is earnt, so that it can be invested for the future.
Our chartered accountants and advisors have an inch-wide mile deep specialisation in the following:
- Outsourced payroll
- Bookkeeping for all business sizes
- Xero Ecosystem and SMSFs and we are also a registered Xero Partner
Our other qualifications include:
- QLD Justice of the Peace
- SMSF Specialist Adviser (SMSF Association)
- Registered Tax Agents
Our industry knowledge paired with our range of qualifications ensure that we have the skills and experience to partner with you and your business.
PRINCIPAL FINANCIAL ADVISOR
Joe is a co-founder and the Principal Financial Advisor of B&M Financial and has over 26 years of experience in the Financial Services Industry. Joe’s success has been built on providing personalised strategic advice to a small number of clients coupled with a strong commitment to ongoing services.
Joe is a Justice of the Peace, Chartered Accountant, SMSF Specialist Adviser, is Xero Adviser Certified and a Registered Tax Agent. Joe is also an active Director of the Surfrider Foundation of Australia, Australia’s peak association dedicated to the protection of Australia’s waves and beaches through Conservation, Activism, Research and Education or C.A.R.E to protect our beaches, wave and oceans from plastics, pollution and ruin. Furthermore, Joe has completed a Bachelor of Business degree, Diploma in Financial Planning and a Diploma in Information’s Systems.
PRINCIPAL TAX ADVISER
Aletia is a co-founder and the Principal Tax Adviser and Xero Specialist of B&M Financial. She has over 18 years’ experience in the Financial Service Industry.
Aletia’s success has been built on her technical knowledge in tax and advanced knowledge of the Xero accounting software ecosystem and supporting apps. She has been providing personalised Tax and Xero advice and support to her clients for over eleven years.
Aletia is a Chartered Accountant and Xero Adviser Certified. Furthermore, Aletia has also completed a Bachelor of Commerce, and is currently studying her Diploma of Financial Planning.
Principal Financial Adviser & Insurance Specialist
Steve is our Principal Financial Adviser & Insurance Specialist of B&M Financial, he has over 20 years’ experience in the Financial Services Industry. Steve’s success has been built around his knowledge and experience in helping his clients arrange their financial affairs throughcomprehensive estate planning, wills, insurance and superannuation. His specialisation extends to asking the right questions to ensure that assets are protected and there is necessary insurance in place to provide “peace of mind” in the event that someone in the family unexpectedly passes away.
Steve has completed an Advance Diploma of Financial Planning, Advance Diploma of Financial Services & a Diploma of Finance & Mortgage.