Business Details
7 Years
experience
Trusted Accountants & Financial Advisors in Milton, QLD
Apiary Financial combines over 40 years of collective expertise with a client-centric approach to deliver tailored financial solutions. Our team of Chartered Accountants and Financial Planners in Brisbane specialises in business advisory, taxation, self-managed superannuation funds (SMSF), and comprehensive financial planning. We prioritise long-term relationships, leveraging technological advancements and strategic alliances to provide holistic advice that aligns business and personal wealth goals.With a focus on small to medium enterprises, we offer cloud accounting, business structuring, and retirement strategies designed to maximise client outcomes. Our commitment to continuous monitoring ensures strategies remain aligned with evolving objectives, supported by a team renowned for practical, forward-thinking advice and industry accreditations.
Services
Business Advisory
Cloud Accounting
Bookkeeping Services
Self-Managed Superannuation
Financial Planning
SMSF Administration
Wealth Protection
Retirement Strategies
Estate Planning
Aged Care Financial Advice
Details
- Year established: 2019
Highlights and features
- We offer over 40 years of combined experience in accounting and financial planning.
- Our team includes Chartered Accountants and accredited SMSF specialists.
- We provide tailored advice integrating business and personal financial strategies.
- We embrace technology to deliver cloud accounting and modern compliance solutions.
- Our alliances with industry partners ensure comprehensive wealth management tools.
Services
Business Advisory
Our Business Advisory service offers tailored guidance to help SMEs achieve growth and operational efficiency. We provide strategic insights on tax matters, compliance, and business structuring while leveraging technology for scalable solutions. With over 40 years of combined experience, our Chartered Accountants deliver actionable plans aligned with your long-term objectives.
Self-Managed Superannuation
Specialised self-managed superannuation fund (SMSF) advice covering establishment, compliance, and investment strategies. Our accredited specialists ensure regulatory adherence while optimising retirement outcomes. Services include audit coordination, trustee education, and tailored portfolio management to secure your financial future.
Cloud Accounting
Cloud accounting solutions streamline financial management with real-time data access and automated reporting. We implement leading platforms to enhance accuracy, reduce administrative burdens, and support informed decision-making for businesses of all sizes.
Financial Planning
Comprehensive financial planning services encompass retirement strategies, estate planning, and wealth protection. Our Certified Financial Planners create personalised roadmaps to achieve short- and long-term goals, integrating insurance and tax-efficient investment approaches.
Affiliated Services
Through strategic alliances, we offer extended services including investment advice, SMSF administration, and business valuation. These partnerships ensure clients receive holistic solutions from vetted industry experts, enhancing the value of our core offerings.
People
Scott McDonald
Principal
With over 30 years' experience, Scott specialises in business advisory and taxation. A Chartered Accountant and SMSF specialist, he focuses on long-term client relationships and practical solutions.
Salvatore Russo
Principal
Sal has 25+ years in tax and business advisory. A Chartered Accountant, he delivers strategic advice for SMEs and holds SMSF accreditation, prioritising client-centric outcomes.
Craig Dobbs
Principal
Craig provides commercial solutions for businesses, combining Chartered Accountant expertise with tailored tax strategies. He focuses on operational efficiency and wealth maximisation.
Suzanne Grayling
Financial Planner
Suzanne offers certified financial planning services, including retirement and aged care strategies. With 17 years' experience, she specialises in complex SMSF and cross-border pension planning.
Benjamin Williams
Manager
Ben is a Chartered Accountant with expertise in business taxation. He prioritises personalised service, leveraging deep technical knowledge to support client growth and compliance needs.
Questions
What accounting services does Apiary Financial offer?
We provide cloud accounting, bookkeeping, tax compliance, and business advisory services tailored to SMEs.
Do you specialise in self-managed superannuation funds (SMSF)?
Yes, our team includes accredited SMSF specialists offering establishment, administration, and strategic advice.
What financial planning services are available?
We offer retirement strategies, wealth protection, estate planning, and aged care financial advice.
Are your advisors qualified?
Our team comprises Chartered Accountants, Certified Financial Planners, and tax agents with industry accreditations.
How do you support business growth?
We provide business structuring, strategic SMSF advice, and alliances with partners to enhance wealth management solutions.
Reviews (4)
Jonathan Bird
Nov 06, 2020
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We have used Apiary Financial for the past 5 years and have been very happy with their services. Often you get accountants who just do as you ask, but Apiary Financial go the extra mile and take initiative in areas that may be lacking in the business to help solve those issues so everything runs like clockwork. As a bonus, the partners in the firm review all outgoing work so its guaranteed highest quality. Highly recommend for any business wanting to take their finances seriously.
David O'Driscoll
Sep 22, 2020
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I've been working with Sal Russo for many years now, firstly for my personal and family trust arrangements and now for my business. Sal and the team are reliable and trustworthy. I rely on Sal and his team to help me actualise the options available to me, through solid real-world advice I can understand.
Charl Brink
Jun 16, 2020
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I have been a customer with Apiary Financial for over 10 years and cannot recommend them highly enough. They have always been exceptionally professional, approachable, but most importantly, extremely knowledgeable. As a small business owner it is reassuring to know that I can always turn to the team for advice and know that they have my best interests at heart. The team at Apiary are an excellent bunch, you do an amazing job, always go above and beyond and I look forward to working with you for many years to come.
Susan Bryant
Jun 12, 2020
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I can highly recommend Craig Dobbs from Apiary Financial. He's worked with me for a number of years. He always responds on the same day, his advice is clear and uncomplicated and he's always cheerful and friendly. He didn't even sound stressed when I once had to call him at 3 pm on 30 June. Always a pleasure to talk with.
