Business Referrers

Trident Financial Group

financial advice Melbourne
financial planning melbourne

Business Contact Details:

Business Description:

I am a relational accountant and tax advisor who loves to teach. I believe these are two strengths of mine that I bring to any client; connecting with people authentically and educating them on the financial aspects of their business. In addition to helping SMEs with their accounting and taxation needs, I uniquely specialise in providing tax compliance and advisory services to companies and individuals with expatriate tax matters; people who move all over the world for work purposes. I also coach people on how to build wealth with a purpose, providing financial literacy courses in a fun and interactive way.

How Business Creates Value:

Trident Financial Group (Trident) provide accounting and taxation services that are not just focused on meeting compliance obligations, but we are proactive in providing advice that minimises our client’s tax obligations. We do this in plain English, communicating our strategies in easy to understand language. Trident have a team of approximately 40 staff so clients have access to specialists in different areas of accounting, tax and business advisory services.

How Member Creates Value:

I am one of the committee members of Business Referrers and work together with fellow committee members to make the experience of networking an enjoyable and fruitful experience. Our firm also provides the venue for the Business Referrer’s meeting through Our HQ serviced office space and function rooms. 

Power Partners:

Ideal client: Small business with 3+ employees; individuals looking to work overseas or coming to Australia for work who have cross border tax issues to consider.

Potential referral partners: Lawyers, insurance brokers and conveyancers.

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