About Beaumont Advisory

Beaumont Advisory offers professional consulting services to help you with workplace health and safety compliance, business and family succession planning and social security advocacy.

We are business consulting experts and aim to be your ‘go to’ when you realise you need help but don’t know where to look. We will listen to you and help identify your pressing issues, and then explain your obligations and options in simple terms.

In addition to our business expertise, we also have a passion for helping clients work with Services Australia to access business and personal social security entitlements.

Contact us today for a complimentary discussion.


Advising In:

• Business Consulting

• Work Place Health and Safety

• Succession Planning

• Social Security Advocacy

Lawyer Mooroolbark

Business Consulting

Running a business can be stressful and time consuming. You are faced with many challenges, including understanding and complying with your legal obligations, navigating government red tape, and ensuring you are using your time and energy efficiently.

We will take the time to understand your business and your future goals. Using our unique knowledge and experience, we will help you identify any problems and develop the right solutions for your business. We want to help you grow and achieve your dreams.

By choosing Beaumont Advisory, not only will you be engaging with our professional business consultant, you’ll also have access to our workplace safety, social security and succession planning expertise.

Lawyer Mooroolbark

Workplace Health & Safety

With over twelve years’ experience in production management in the manufacturing industry, we have significant insight into the needs of this particular sector.

Our services are aimed at the workplace safety requirements of small and medium-sized businesses. We understand the difficulties employers have finding time to understand the impact of WHS and OHS legislation, and what their obligations are under these laws. We can take the stress out of meeting WorkSafe obligations and provide guidance on working with WorkCover if someone is injured in your workplace.

We can help you to develop an understanding of what you need to do under the Victorian Occupational Health and Safety Act, and why it’s relevant. We can advise on actions you can take to better improve health and safety at your business. We assist companies to become not only safer places to work, but also more productive and competitive organisations.

Succession Planning

Business owners reach a point in life where they start turning their minds to what will happen to their business and family when they retire. It is important to start your planning early, and consider effective ways in which to exit the business. There are many things to consider, including what you can do to help your business continue to thrive after you leave, as well as your own financial management, including income in retirement, government assistance and estate planning, and eventually aged care needs.

We can help you with:

  • Succession planning and transition of business ownership
  • Determining eligibility for Services Australia support (such as JobKeeper, JobSeeker and Age Pension payments)
  • Services Australia (formerly Centrelink) advocacy
  • Aged Care assessment
  • Estate planning
  • Family succession planning
Lawyer Mooroolbark

Social Security Advocacy

Services Australia (formerly Centrelink) are there for us in our times of need. When we realise we need to ask for help, we’re often already considerably stressed. Navigating social security processes and red tape only makes our stress worse!

Beaumont Advisory is passionate about advocacy and helping people. We understand your entitlements and will help you access and maximise them. We will explain your obligations in simple terms, including your reporting obligations and how you can most easily meet them. We will be by your side as you apply for Services Australia benefits; including completion of their forms and sourcing identity and other documents as required.

This isn’t only relevant to individuals, as businesses may also be entitled and in need of government assistance. This was recently seen during emergency situations such as natural disasters and the virus pandemic of 2019/2020.

Mark Felton

About our Beaumont Advisory team

Mark Felton has extensive experience and knowledge in his specialised areas. He has over 12 years’ experience in production management roles within the manufacturing industry, providing him with insight into the needs of this particular sector.

He worked for 19 years as a financial planner so is well placed to assist you with business and family succession planning.

Mark is a generalist with a wide range of experience and knowledge. He can quickly identify the right course of action, as well as the expertise required to solve issues.

Mark holds a Graduate Diploma of Business, Operations Management; Bachelor of Applied Science (Food Technology); Advanced Diploma of Financial Services (Financial Planning); and a Certificate IV in Work Health and Safety.

Consulting services to help you achieve your goals