About Us
An award winning boutique firm with approx. 60 staff, founded in 1993. Based in Melbourne and Regional Victoria.
Core Services:
- Virtual CFO & Family Office Services
- Private Wealth
- Corporate Advisory
We offer a contemporary approach with traditional values of honesty, integrity and hard work.
We are sector agnostic but strong across food/agri, retail, family groups, professional services and technology.
Integrated Service Overview
Our integrated service offering makes us uniquely placed to work closely with your business or family over multiple generations.
We help to build your business, through to the sale and reinvestment of capital proceeds, and in many cases help launch startup ventures for the next generation, under a well established, agreed set of family principles.
Virtual CFO & Family Office Services
- Create governing structure
- Build enterprise value of company
- Document family or business principles
- Manage financial administration
- Facilitate philanthropic endeavours
Private Wealth
- Optimise cash from business operations or sale proceeds of assets
- Bespoke investment strategy determined by needs and principles
- Structure wealth for tax effectiveness and asset protection
- Estate planning for intergenerational wealth transfer and business succession
- Insurance for unexpected events or risks
Corporate Advisory
- Sale of business or assets
- Culmination of value creation journey
- Bring unique transaction opportunities and insights
- Assist in funding structure to enhance return
Our Virtual CFO and Family Office Service
Mid market and growing businesses find it challenging to optimise their cost of running a finance department, often leaving them without the mix of expertise they need to make their business thrive.
Our CFO model enables us to deliver you an optimal mix of services skills across your business that grows seamlessly with your businesses, removing the complexity and risk of growing a world class finance team.
Private Wealth
We offer a highly personalised service to business owners, family groups and executives who are committed to developing a lasting relationship.
Our approach is to deliver a disciplined, bespoke strategy designed to compound the wealth you have worked hard to build, in keeping with your personal and family principles.
Our specialised offering encompasses:
- Investment and portfolio construction
- Superannuation and SMSFs
- Tax structuring advice
- Retirement preparation
- Estate planning and structuring
- Insurance, risk and wealth protection
Bonnie Simpson is an Authorised Representative (AR No. 1293177) of Bourke PWM Pty Ltd. Bourke PWM Pty Ltd ABN 12 162 007 034 is a Corporate Authorised Representative (CAR No. 1299398) of Symmetry Group Pty Ltd ABN 46 159 449 368 (AFSL No. 426385).
Corporate Advisory
Many deals fall over or fail to eventuate, usually due to a lack of preparation, misalignment of valuation, or an inflexible approach.
Our corporate advisory division works with our clients on a range of transactions. Our approach is to understand your objectives, apply lateral thinking to create a series of options and strategies, and push through to a favorable result, whilst being ready to respond quickly to changes and challenges in getting the deal done.
Services
Mergers and Acquisitions
- Sale of companies, shares and businesses
- Acquisition sourcing, due diligence and execution
- Merger advice
- Valuation
Capital Raising
- Raising or arranging equity funding – private equity, venture capital, pre IPO
- Raising of arranging debt funding
General Corporate Advice
- Advising companies on market entry, exit and strategy
- Financial modelling
Bourke Corporate Advisory (Australian Financial Services Representative Number 001299707) is an authorized representative of Acentus Pty Ltd (Australian Financial Services Licence Number 482717).
Our Team
Lead by our Managing Directors, Bourke Group provides clients with access to industry leading senior finance professionals across Investment, FP&A, Reporting, Treasury, Modelling, Capital, and M&A.
Liability limited by a scheme approved under Professional Standards Legislation.
Daniel Bramich
Managing Director, Virtual CFO & Family Office Services
Full Bio
Daniel is responsible for managing financial governance and reporting for Australian, US and NZ private and public companies to a broad range of stakeholders from major financial institutions and family office investors. Daniel has had vast experience in restructuring (change management) financial operations within a wide range of businesses.
Matt Bourke
Managing Director, Corporate Advisory Services
Full Bio
Matt has a background in corporate and specialist advisory services across Bourke Group’s client base including financial modelling, M & A, capital raising & debt advisory, being particularly active in Agri transactions. Matt provides our clients with access to deals, strategic advice and analysis of acquisitions for Corporates and Family groups.
Bonnie Simpson
Private Wealth Advisor
Full Bio
Bonnie is a qualified financial advisor who specialises in delivering a bespoke service to high-net-worth individuals and families. Bonnie’s approach is centred on eliminating unnecessary complexity, costs, tax and risk in order to maximise financial independence.
Sheila Ryan
Head of Financial Operations
Full Bio
Sheila is a globally experienced chartered accountant with 15 years’ experience. Sheila worked for KPMG (Dublin & Vancouver) for 5 years and has worked as part of Arnold Bloch Leibler’s offshore disclosure team.
Sheila’s role is to integrate your family’s financial administration into our firm’s operating model and manage stakeholders through that transition.
Simon Ainger
Head of Tax
Full Bio
Simon joined Bourke Group from Grant Thornton (Melbourne and Perth offices), having also had extensive experience in his own family’s business.
Simon assists our clients to select appropriate corporate structures for their affairs and assist in dealing with their complex taxation needs. Simon is a member of Chartered Accountants Australia & New Zealand and is also the former treasurer of the Melbourne Cricket Club Young Members Committee.
Renée Sodhi
Manager
Full Bio
Renée is committed to maintaining a high level of financial support to our stakeholders. Renée has vast experience in a wide range of industries such as renewable energy – wind and solar, construction, earthmoving, automotive and retail settings, making her a highly regarded member of the team.
Mal McCurdy
Manager
Full Bio
Malcolm joined Bourke Group in 2022 from Pitcher Partners’ Sydney office where he worked in audit & assurance for a broad number of mostly ASX listed businesses. Malcolm comes from a family farming background and has a keen industry interest in winemaking and the broader food & beverage sector.
Dominique Beveridge
Manager
Full Bio
Dominique joined Bourke Group in 2016. Dominique has experience across reporting, budgeting, payroll, bookkeeping and ASIC. Dominique has worked in various industries, including hospitality, professional services, construction, marketing, IT and retail. Dominique has an interest in optimisation and automation of finance processes.
Mitch Jarratt
Analyst – Virtual CFO Services
Full Bio
Mitch joined Bourke Group in 2018 during his first year of university studies. During this time Mitch has worked in several roles, Junior Bookkeeper, Junior Tax Accountant and since completing his university degree in 2021, Analyst for Virtual CFO Services. Prior to his employment with Bourke Group, Mitch worked as a customer service assistant for several years at retail giant, Target.
Nick DeMaio
Analyst – Virtual CFO Services
Full Bio
Nick joined Bourke Group in 2018 as a Junior Accountant whilst completing his studies in Commerce and Science at Monash University, graduating at the end of 2020. Nick has strong technical skills, with a focus on forecasting, modelling and analysis.
