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The Trustee for Trident Financial Group Unit Trust Verified Business

(116)

ABN

13 796 469 638

Rating summary

4.9
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Business contact details

Mobile:0425 81...
Landline:(03) 98...

Address:268 Canterbury Road, Surrey Hills, VIC

Website:http://tridentfinancial.com.au

Year founded:1985

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Opening hours

Friday:

9:00 AM – 5:30 PM

Saturday:

Closed

Sunday:

Closed

Monday:

9:00 AM – 5:30 PM

Tuesday:

9:00 AM – 5:30 PM

Wednesday:

9:00 AM – 5:30 PM

Thursday:

9:00 AM – 5:30 PM

Business description

Trident Financial Group is an Accounting, Tax, Lending, Financial Planning and Advisory Firm. We help our clients structure their businesses to save tax, maximise their after tax profits and build the value of their business and their personal wealth. Business, tax, finance and investing can be complex, we try and make it simple through our advice and expertise. When we founded Trident, our vision was to establish a financial services firm that stood out from the rest. Our passion is people – both our clients and our team members. Success to us means serving people well. Our client base is diverse, spanning from family-owned businesses and skilled tradespeople to high-net-worth individuals. We take pride in the depth and breadth of our clientele.

Accepted payment methods

AmericanExpress

American Express

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Cash

Direct Deposit

Direct deposit

MasterCard Logo

Mastercard

VISA

Visa

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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

    ABN - 13796469638

  • Insurance

    Public Liability Insurance

    Success
  • Documents

    Tax Practitioners Board - 25578668

    Success

Reminder: If your job requires a qualified or licensed tradesperson, always request details regarding any relevant professional licences before work has commenced and check those details on relevant industry databases to ensure they remain valid.

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Reviews (116)

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    Sylvia P

    NEW

    Google review

    30 Oct 2024

    Chin and the team took away any unpleasantness from the tax return process and made it smooth and efficient.
    The Trustee for Trident Financial Group Unit Trust
    replied

    30 Oct 2024

    Thanks so much for the kind review Sylvia, glad you enjoyed the tax return experience.
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    Riaza M

    NEW

    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.
    The Trustee for Trident Financial Group Unit Trust
    replied

    23 Oct 2024

    Thanks Riaza for your kind words, glad Roger and the team were able to assist with structuring your taxes!
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    Max M

    Google review

    14 Oct 2024

    Max M left a 5 star review for The Trustee for Trident Financial Group Unit Trust

    The Trustee for Trident Financial Group Unit Trust
    replied

    14 Oct 2024

    Thanks for your review Max!
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    Google G

    Michael K

    Google review

    10 Oct 2024

    Trident Financial Group have been an excellent help with our taxes over the past 6 years. Haydn has been extremely helpful and knowledgeable about all things tax. Would highly recommend!
    The Trustee for Trident Financial Group Unit Trust
    replied

    03 Aug 2023

    Thanks so much Michael - appreciate the feedback!
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    Gerard D

    Google review

    01 Oct 2024

    My team and I attended a strategy session with Roger Fredrick to discuss the launch of a new product/platform. We found it to be a highly insightful conversation given his background, and we walked away from the discussion with a number of items to consider. Would highly recommend Roger for his services.
    The Trustee for Trident Financial Group Unit Trust
    replied

    02 Oct 2024

    Hi Gerard, thanks for your feedback and its great you were able to meet with our team to discuss your new venture. We often meet with startups to help them clarify and plan to launch a new product or service and we are glad the session was valuable. We wish you all the best.
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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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