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BWA Advisors

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Thorough and responsive, great service.

South Yarra, AustraliaEst. 19999bwaadvisors.com.au
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Location
South Yarra, Australia
Founded
1999
Team size
9
Focus
Accounting
Reviews
1 verified
5.0
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out of 6
1 verified founder
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What Founders Think of BWA Advisors (1)

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Verified Founder - Using their service

Thorough and responsive, great service.

About BWA Advisors

BWA Accountants + Business Advisors is a prominent boutique accounting and business advisory firm situated in inner-city Melbourne, Australia, specifically in South Yarra. Established in 1998 by founder Bernard Woodland, the firm has built a strong reputation for delivering high-quality accounting, taxation, and business advisory services. With a collective experience exceeding 50 years within its leadership, BWA prides itself on providing proactive advice, informed by an in-depth understanding of ongoing legislative changes and a commitment to helping clients navigate their financial landscapes effectively.

The dedicated team at BWA aims to partner closely with clients throughout their personal and business lifecycles, assisting them in achieving their financial goals while upholding the highest ethical standards. They cater to a diverse clientele, including businesses of varying sizes, individuals, and high-net-worth family groups, with a particular focus on supporting small to medium-sized enterprises (SMEs). The firm's client-centric approach is highlighted by its commitment to fostering lasting relationships, a testament to which is their engagement with some clients for over two decades.

Beyond traditional accounting, BWA offers comprehensive business advisory services, encompassing everything from startup guidance and growth strategies to maturity stage advice and business exit planning. This holistic approach ensures that clients receive tailored solutions to meet their specific needs. Key services also include meticulous accounting and bookkeeping, and proficient Self-Managed Super Fund (SMSF) administration and reporting.

In 2016, BWA expanded its leadership team, with Adrian Grilli and Daniel Correale becoming partners. Adrian Grilli oversees the firm's Self-Managed Superannuation Fund services, ensuring compliance and administration in an evolving legislative landscape. Daniel Correale possesses valuable expertise in corporate advisory and transaction services, including business sales and acquisitions. Bernard Woodland, the founder, continues to specialise in business advisory and business transaction services, leveraging his extensive experience to benefit clients.

BWA Accountants + Business Advisors differentiates itself through its dedicated professional team and a robust network of specialised providers, including mortgage brokers, lawyers, risk consultants, and financial planners. This network ensures that all clients' business and personal needs are met comprehensively, further solidifying BWA's position as a trusted advisor committed to adding value and tailoring the right solutions for its diverse client base. The firm has assisted clients in achieving significant milestones, including over $80 million in business sale proceeds, underscoring their tangible impact.

BWA Advisors at a glance

Services
TaxationAccountingBookkeepingSelf-Managed Super Fund AdministrationBusiness Advisory
Industries
Businesses (small to medium-sized enterprises)IndividualsHigh-net-worth family groups
Specialisations
Self-Managed Super Fund AdministrationTax ComplianceBusiness AdvisoryCorporate AdvisoryTransaction Services

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