BKM Wealth
Our Team
Experienced advisers and accounting professionals dedicated to your long
term financial wellbeing.
The People Behind Your Advice
You work with people, not
institutions.
At BKM Wealth, you deal directly with qualified advisers who are invested in your outcomes. There are no junior staff or call centres between you and your advice.
Financial Advisers
Grant McWhinney
Dip FP, BSc, Grad Dip BA
Grant joined BKM Wealth in November 2020, bringing over 12 years of financial advisory experience. His specialisations include retirement planning, superannuation and SMSF strategies, investment advice, and risk insurance. Grant also advises on aged care planning and debt and cashflow management. Prior to joining BKM Wealth, he operated his own financial planning practice.
03 9098 4255
grantm@bkmwealth.com.au
Rikki Juzwin
B.Bus (Financial Management, Marketing), AdvDip FP, CFP®
Rikki began his career in financial planning in 2013 while completing his university studies and earned his CFP® designation in 2023. He joined BKM Wealth in February 2025, specialising in retirement planning, tax-effective strategies, insurance, superannuation, and wealth creation, with a strong emphasis on education and client collaboration.
03 9098 4234
rikkij@bkmwealth.com.au
DFK BKM Directors
Accounting partners
Cheree Woolcock
B.Bus (Accounting) FCA, FTIA, RCA, RG146 Specialist Superannuation
Cheree joined the firm as a graduate accountant in 1987, became a Principal in 2004, and was appointed CEO in 2013. Her expertise spans business services, income tax, audit, and SMSFs. She works primarily with SMEs, family businesses, and high-net-worth individuals, and is known for her strategic, hands-on approach.
03 9098 4229
chereew@dfkbkm.com.au
Terry Stramotas
B.Econ (Accounting) FCA, FTIA
Terry has over 20 years of accounting experience and has been a Principal since 2000. His focus is on accounting, tax planning, business management, and IT solutions for SMEs and high-net-worth groups. Terry is valued for his proactive and strategic approach to long-term client relationships.