Our Team
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 market change and to this end there are regular reviews of financial strategies.
CONTACT US ON 03 9629 1433 TO FIND OUT HOW WE CAN HELP YOU
Administration Staff
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.
Many of our clients have great respect for Vicki’s implementation skills and rely on her to assist them with the day to day management of their financial affairs.
Lachlan Weir
Financial Planning Assistant
BBus
Lachlan Weir joing B & W Additions as a financial planning assistant in mid 2020 after completing a Bachelor of Business at RMIT.
At University, Lachlan majored in Economics and Finance giving him a valuable foundation and the expertise to assist both the partners and our clients.
We Will Help You Every Step Of The Way
We know that each of our clients is different. We listen to our clients and endeavour to work with each one to ensure that they are confident that we are helping them make informed decisions on how best to achieve their individual financial and lifestyle goals.
03 96291433
Count Financial Limited
ABN 19 001 974 625
AFSL 227232
B&W Additions Pty Ltd is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 (“Count Financial”) which is85% owned by Count Limited ABN 111 26 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial. The information on this web page is not advice andis intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.