Graham Caldwell

Graham Caldwell – Director

Graham brings a wealth of knowledge and experience in strategic planning, business structuring, tax advice and business improvement concepts to his role as part of the Fortis Group team. He offers suitable and practical solutions to business issues particularly inefficiencies in operations and ineffective structural set ups. Graham has the ability to examine the performance of each business component and the vision to assess how each area affects the performance of the business as a whole.

By working closely with the business community for over 20 years, Graham has forged a solid reputation with his clients through his dedication to supporting and encouraging local business and industry.

Experience gained from working in senior positions with government and the private sector including an independent business development association and a national financial services firm, provides a platform for specialist advice to clients including SME’s and Corporates.

Working closely with clients’ has resulted in developing real economic change and allowed many business ideas progress to start-up phase and then to grow into successful companies.

Graham’s aim is to produce positive outcomes that provide real value for clients and generate the maximum result for each client so that they can achieve their goals.

Core Expertise answering tough questions like:

“How do I progress my business idea?” – Develop a plan to meet your goals including preparation of formal and informal documentation to assist with capital/equity requirements.

“What do my financials tell me?” – Review of existing results and formulation of the link between actual performance and financial outcomes. Including the development of critical action plans to drive performance.

“How do I protect my assets and create wealth?” – Assisting you in the recognition of true value of businesses and your assets while seeking the optimum use of these assets to maximise the return to you and your family.

“Making sure I do things right!” – Ensuring you have the systems and processes in place to meet your statutory and regulatory obligations. Development of procedures to meet all stakeholder obligations and to preserve good corporate governance.

Qualifications & Accreditations

  • Bachelor of Business: Accountancy
  • Institute of Chartered Accountants: Associate member
  • CPA Australia: Member
  • Australian Institute of Company Directors: Graduate Member
  • Taxation Institute of Australia: Fellow
  • Registered Tax Agent
  • SMSF registration