Meet The Team at Bell Group

“It’s a privilege to head up a team of like-minded accounting professionals who are truly passionate about what we do. Nothing beats performing as specialist CPAs to make a real difference for our clients. Targeting our services into the building, construction, property development and property investing niches is close to my heart. I’m an avid property investor myself and have cultivated a long-term professional involvement in related industries. I know we’re doing it right when so many of our clients consider us an integral part of their team.”

Brett is founder and director of Bell Group Accounting (BGA), a Certified Practising Accountant, Public Practitioner, Registered Tax Agent and Geelong local. Since 1990 he’s delivered specialised accounting, taxation and property investing services and strategic advice to national construction businesses, building developers and related businesses and individuals. He sits on the board of several business clients and works closely to understand and anticipate their needs.

Brett’s personal passion for property (he has purchased nine investment properties) drives BGA’s specialisation in services for property investors. Since 1997 Brett has been involved in more than 500 investment property transactions, coordinating the many elements that make each a success. He’s assembled a network of contacts who provide the benefit of buying power and access to the right people in finance, real estate, conveyancing, insurance and more. Brett shares his experience and knowledge through monthly property investment information sessions for clients.

“I believe in a holistic approach to accounting. I look beyond the tax return for ways to help each client get into the best possible overall financial position. That means taking the time to ask questions that others might not, listening carefully and using my experience and know-how to pinpoint opportunities. The ‘big picture’ approach gets real results, whether I’m advising a sizeable business planning for growth or a property investor navigating the purchase-to-settlement-to-lease process.”

Michael has been in public practice since 2002. As a CPA, he’s helped a solid roster of clients including small to medium business, property investors, high wealth individuals, tradesmen/contractors and health professionals.

His capabilities span the spectrum of full-service accounting: business planning, property investment, taxation, business and personal consulting matters. Michael has a knack for translating complex business and taxation matters into plain English and providing friendly, easy-to-grasp advice.

Michael often uses his own experiences as a property investor as an example for clients and is a big believer in the benefits, tax and otherwise, of investing in property.

Michael also has a strong connection to the allied health sector, initially fostered by friends and family in the industry. He developed a keen interest in supporting individuals and businesses within this field. Initially assisting medical staff with tax returns and property investments, he soon expanded his services to help clients establish their own GP and allied health practices, solidifying his commitment to serving this vital industry.

“Working in big accounting firms exposed me to an incredible variety of clients and casework. I learnt how to keep up with ever-changing tax and regulatory requirements, and how to go the extra mile and apply them for the best benefit of my clients. I love bringing that experience to my clients at Bell Group Accounting, using what I know to get them great outcomes. Our focus on the building and construction trades matches my own interests. I get an absolute buzz out of helping a tradie minimise his tax or plan how to set up or grow his business.”

Bek is Geelong born and bred, a CPA whose accounting career stretches back to 2005 and covers experience with large Melbourne and Geelong accounting partnerships. Much of that work focussed on small and medium businesses, including significant property developer clients.

She has honed her professional accounting know-how on SMSFs, tax accounting, business planning, business structuring and property investing. Bek has a keen personal interest in property investing and renovating, and always keeps an eagle eye out on the local market.

Jake moved to Geelong at the end of 2013 after completing a Bachelor of Commerce degree at Deakin University in Warrnambool. Jake brings a wealth of knowledge previously working with small to medium businesses for local accountants.

Jake’s portfolio involves working with our Business clients and Individuals to maximise returns. Jake is interested in researching specialised areas of taxation and keeping up with current and future changes.

Jake has a keen interest in the property market and looks to specialise in this area working with Bell Group.

Lisa Page joined the Bell Group team in Jan 2020, prior to this she worked with Cotton On for 12 years in their Finance department and in 2 long term roles prior to that.

Lisa can usually be found at her desk working through the day to day running of the business and any issues that arise.

Lisa manages our Bell Group Accounting Phone App ensuring our clients are up to date with their ATO correspondence, ASIC compliance, new client setup, accounts receivable and various other office duties.

In her spare time, Lisa loves mountain biking, eating out and taking the dogs to the beach.

Elli started with Bell Group in March 2021 fresh out of high school.

She has become more involved in all aspects of administration since beginning and is enjoying learning all the fundamentals of Finance & Admin in our office. She is our Finance Referral Administrator, taking over from Kristy Bell who has retired from the office.

In 2019 Elli was lucky enough to be chosen to walk the Kokoda Trek with Geelong Youth Engagement which was a life experience in itself. In her spare time, she enjoys catching up with friends and going to Pilates.

Carla joined the Bell Group team in March 2023. Prior to joining the team, she worked at two different consulting companies in Admin and Marketing positions.

As well as being a part of the Admin team, Carla also is responsible for the marketing aspects of the business. Her responsibilities include client communication, providing support for various business projects and other office duties.

Out of the office, Carla plays netball, enjoys eating out and cooking for friends and family.

With over 20 years of experience in top four banking, Teresa brings a wealth of expertise to our team. She specialises in providing tailored solutions for business owners and self-employed professionals, with a particular focus on family and company trust structures. Teresa’s deep understanding of the financial landscape allows her to navigate complex lending scenarios with ease.

Additionally, she offers specialised lending options for Self-Managed Super Funds through our trusted panel of lenders. Teresa is committed to helping clients achieve their financial goals with confidence and clarity.

In her spare time, Teresa enjoys going to the beach, cooking for her family and friends, and putting on her boxing gloves for a round on the pads.