BMO paving the way for a bright future!

Chelsea Wyatt • July 21, 2023

BMO Business Centre has announced they are setting their sights on the future and growth of BMO through appointing three new Associates. The management team will grow with the exciting addition of Helen Ruddy, Jack Staines and Ryan Troe. The succession planning of BMO has been a long-standing and ongoing mission for the partners; Adrian Rasmussen, Kelvin Tyler, Michelle McVeigh and David Briese. With the initial addition of Oliver Holcombe as an Associate in 2021, the team is eager and ready to have Helen, Jack and Ryan jump aboard.

Speaking fondly of the BMO Team, Partner Michelle McVeigh paid tribute to all the individual team members and how each role within the firm is valuable.

“We have young graduates from High School undertaking their accountancy degree, we have a skilled administration team who help us service our clients, we have senior accountants and ultra-efficient casually employed mums, some working remotely, and we also have the Associates who will help keep our business progressing to the next era,” Mrs McVeigh said.

BMO partner of 25 years, Adrian Rasmussen, said the future is looking bright for BMO.

“While none of the Partners are retiring anytime soon, it is crucial to start planning for the future today, not just for us as individual partners in the business, but also for the firm as a whole, and for our valued client base. We also need to ensure our core BMO values are not just maintained, but are continually improving.

Helen, Jack and Ryan all have a rich history with BMO. Helen has been with the BMO team for over 10 years, while Jack and Ryan both joined the team in 2016. It is fair to say these three have the experience and knowledge to exceed in their newly appointed roles,” Mr Rasmussen said.

Helen comes with a background in accounting and agribusiness-banking roles based at Miles and St George. With a Bachelor of Commerce under her belt and qualified CPA status, Helen brings with her strong qualifications in accounting and taxation.

“Having grown up at Drillham, I have a good synergy with farming enterprises and enjoy helping them to achieve results for their business. I’m really excited to take on this role and help drive BMO to bigger and better things,” Mrs Ruddy says.

Jack made the move straight from school to Dalby and completed his study whilst working full time as a part of BMO’s Professional Pathways Program. He has completed a Bachelor of Commerce through USQ, is now studying for his CPA and enjoys working with primary production and manufacturing clients with their tax and BAS preparation.

“We are dedicated to providing our clients with outstanding service and working alongside them to help them achieve their business and personal goals. This won’t change, but it gives us a

great opportunity to learn further from the partners and become great leaders at BMO,” said Mr
Staines.

Ryan came to BMO in 2016 as a graduate of Our Lady of the Southern Cross College, with excellent accounting results and retail experience. Ryan is another shining example from BMO’s Professional Pathways Program, graduating from USQ with a Bachelor of Commerce in 2019, which he impressively completed in just three and a half years and has since completed his
CPA qualifications.

“I have recently finished my CPA qualifications and will now step up to the associate role. It will be a great learning experience and I look forward to enhancing my skills moving forward, while continuing to work closely with my clients across various industries,” Mr Troe said.

The three newly appointed Associates are ready to step into their roles to work hard, learn and pave the way for BMO’s future. The BMO partners have no immediate plans to retire but are extremely excited for the new transitions and believe this is an integral part of succession planning and business development for BMO.

BMO Partner Kelvin Tyler said it was vital for BMO’s Management team to develop a good understanding of each team members’ aspirations and abilities to draft a succession plan that outlines who is eager and ready to be promoted, and when that time will be.

“Upskilling, mentoring and developing our Associates into engaging leaders, so they are confident, compassionate and have the ability to demonstrate a range of key skills required by today’s modern accounting adviser, is valuable.

Promotion is also retention. Loyalty, intelligence, and empathy are skills and qualities that build confidence and trust within your team. As modern leaders we must continue to listen and learn,” Mr Tyler said.

The Associates were announced at an internal team meeting celebration at BMO.

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