OUR TEAM
The people behind the magic
Tim Croke
MANAGING DIRECTOR (Advice)Co-founder and Financial Adviser at FORTEM Group, Tim holds a degree in Marketing and an Advanced Diploma in Financial Services (Financial Planning). With a strong background in wealth management within corporate and commercial banking teams in Melbourne and regional Victoria, Tim has spent the majority of his career providing tailored advice solutions to business owners and successful professionals. Tim specialises in advice relating to investments, superannuation (including SMSFs), retirement planning and personal insurance.
Lisa Wills
Director (Business Solutions)A director and co-founder of FORTEM Group, Lisa has over 15 years’ experience in business management and accounting. Lisa began her career as a bookkeeper, completing a Bachelor of Business and becoming a Chartered Accountant whilst working in public practice for WHK Horwath in Melbourne. Prior to establishing FORTEM Group, Lisa worked as CFO and Executive Director of a large civil and mining construction company, leading a team of six and controlling all facets of group reporting, finance and cashflow management. Lisa’s senior industry experience ideally positions her to provide clients with specialist advice on strategic business planning and structures that drive ‘real world’ outcomes for the modern business owner.
Darren Flett
Financial PlannerDarren is a Licenced and accredited Senior Financial Adviser with 30 Years’ experience in the finance industry. Darren specialises in working with clients to create, manage and protect wealth through one-on-one strategic advice. He has been a trusted adviser in Corporate, Commercial and Retail finance for three decades, helping his clients to safely navigate their way through challenging economic and market change. When it comes to life’s financial challenges and opportunities, he really has seen it all! His aim is simple: Create outstanding client outcomes by helping people to realise their financial goals and objectives.
Ashlee Mudge
Client Services Manager (Advice)Ashlee has been working in the Financial Industry since 2009. During her career she has occupied various roles including client support, engagement and specialty roles. Spending time with clients to fully understand their goals, objectives and requirements enables her to provide high quality service and build strong professional relationships.
Kristy Moulday
Accountant (Business Solutions)Kristy is a qualified CPA and Self-Managed Super Fund (SMSF) Specialist Advisor. Growing up in regional Victoria, Kristy was keen to return to the country after completing her Bachelor of Business (Accountancy) in Melbourne. Kristy has 15 years public practice experience, specialising in business services and SMSFs. Kristy joined FORTEM Group in 2017 where she provides clients with professional support with ATO compliance, reporting, SMSFs and other ongoing business needs.
Taylah Nicholson
ADMINISTRATION (GROUP)Taylah joined FORTEM Group in 2019. With a Certificate III in Business and over 2.5 years’ experience in a vast variety of administration tasks, she is an asset to our group. Taylah is the first point of contact when clients visit or call our Bendigo office. She handles our secretarial requirements, manages our database and ensures our clients receive the very best professional service and feel welcome the minute they walk in.
Tim Croke
Lisa Wills
Darren Flett
Ashlee Mudge
Kristy Moulday
Taylah Nicholson
We are a boutique advisory group offering a range of integrated, tailored business and advisory services to support our clients and move them towards their business and personal goals. Whether you want to grow, improve your processes, buy a property or build wealth for the future, we can help.