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The Trustee for Trident Financial Group Unit Trust Verified Business

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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

    Professional Indemnity 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 (109)

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    Nakul M

    NEW

    Google review

    13 Sep 2024

    Roger was very very helpful in answering some queries. He went out of his way in showing the right direction.
    The Trustee for Trident Financial Group Unit Trust
    replied

    13 Sep 2024

    Thanks for your feedback Nakul - glad we were able to assist you with your tax planning and wealth building aspirations.
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    J H

    NEW

    Google review

    28 Aug 2024

    The accounting services here are professional, but I was disappointed by the experience with one of the front desk admin staff. The lady didn’t acknowledge me when I walked in, seemed uninterested in helping, didn’t smile, and after a brief answer, she didn’t offer any further guidance on what I should do next. Shouldn't the admin staff be welcoming and helpful?
    The Trustee for Trident Financial Group Unit Trust
    replied

    29 Aug 2024

    Hi There, my apologies for your experience, that experience, I hope will be a once off with our reception staff and we will do our best to rectify it. Thanks again for your business.
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    Ronan H

    Google review

    08 Aug 2024

    Haydn has always been super helpful. Barely have to do anything when it comes to my tax return, he has everything ready by the time we have a phone call. Super easy to work with!
    The Trustee for Trident Financial Group Unit Trust
    replied

    08 Aug 2024

    Thanks Ronan, glad you enjoyed the service!
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    Lachlan C

    Google review

    30 Jul 2024

    Best tax return and advice I’ve had.
    The Trustee for Trident Financial Group Unit Trust
    replied

    31 Jul 2024

    Thanks Lachlan, always great to help out businesses set up their structure correctly from day one.
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    Josh D

    Google review

    16 Jul 2024

    Used Trident's services for 4 years now. Fantastic service with friendly staff. Make tax returns very easy to understand with a smooth and prompt process, regardless of one's financial situation. Would recommend!
    The Trustee for Trident Financial Group Unit Trust
    replied

    16 Jul 2024

    Thanks for the feedback Josh, always great to help you with your tax affairs.
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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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