- Oneflare /
- Accountant /
- VIC /
- Melbourne /
- Surrey Hills /
The Trustee for Trident Financial Group Unit Trust
ABN
Rating summary
4.9
4.9
119+ reviews
Business contact details
Address:268 Canterbury Road, Surrey Hills, VIC
Year founded:1985
Opening hours
Sunday:
ClosedMonday:
Tuesday:
Wednesday:
Thursday:
Friday:
Saturday:
ClosedBusiness description
Accepted payment methods
American Express
Cash
Direct deposit
Mastercard
Visa
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Services
Qualifications
To meet our high standards, businesses are requested to provide as much company information as possible (such as ABN details and any relevant industry qualifications). Oneflare has been provided with the following details for this business:
ABN - 13796469638
Public Liability Insurance
Tax Practitioners Board - 25578668
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Reviews (119)
Philip W
NEWGoogle review
18 Dec 2024
I cannot recommend Trident Financial Group highly enough! Their expertise and support in estate planning and business consulting and advice is truly outstanding. They took the time to understand my unique requirements financial goals and provided a clear, personalised strategy that exceeded my expectations. The team is incredibly professional, knowledgeable, and approachable. Their estate planning services helped me protect assets and ensure future is secure during a complex probate, Meanwhile, their business consulting insights have been instrumental in optimising wider business operations and boosting profitability in a short period of time. What sets Trident apart is their commitment to clear communication and attention to detail. I always felt informed and confident throughout the entire process. If you’re looking for a trusted partner to guide you through complex financial decisions, Trident Financial Group is the way to go reach out to Roger Fredrick and Ernie Thai. Highly recommended!Paul 8
NEWGoogle review
28 Nov 2024
Roger is very knowledgable and understanding of structures that reflect personal and business needs. repliedThe Trustee for Trident Financial Group Unit Trust28 Nov 2024
Hi Paul - thanks for your feedback! We're glad our team were able to assist you with your structures, personal and business needs.Amornphan C
Google review
22 Nov 2024
Amazing professional firm repliedThe Trustee for Trident Financial Group Unit Trust22 Nov 2024
Thanks Amornphan, appreciate it!Sylvia P
Google review
30 Oct 2024
Chin and the team took away any unpleasantness from the tax return process and made it smooth and efficient. repliedThe Trustee for Trident Financial Group Unit Trust30 Oct 2024
Thanks so much for the kind review Sylvia, glad you enjoyed the tax return experience.Riaza M
Google review
23 Oct 2024
I’ve had such a great experience with Roger and the team at Trident Financial. They don’t just handle the paperwork—they partner with us to find the best solutions, offering valuable advice on how to structure our tax affairs. They’ve been professional, persistent, and thorough, and I’m glad to have them as trusted advisors I can turn to. repliedThe Trustee for Trident Financial Group Unit Trust23 Oct 2024
Thanks Riaza for your kind words, glad Roger and the team were able to assist with structuring your taxes!
Frequently asked questions
What do you like most about your job?
The best part of our job is to be able to help clients solve problems and present solutions they may never have considered themselves. We also strive to save our clients the most amount of tax and structure their business and personal affairs in such a way where they are least exposed. Seeing our clients build their businesses and the wealth is what we most like about our job.
Why should a customer hire you over another service provider?
We have quite an extensive team of advisors (over 35 accountants) that are qualified to help you with your Accounting, Business and Taxation needs. With our scale and breadth of experience, you will get the best advice and value for money.
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