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.
Rodney Johnstone
Director
BBus, DIPFP, GradDipAppFin
Rodney joined B & W Additions as a qualified Finincial Advisor with over 25 years experience in the industry not just as an advisor himself, but also in 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.
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.
