Business Details
41 Years
experience
Your Trusted Financial Partner in Surrey Hills
Trident Financial Group is a trusted advisory firm delivering practical solutions to complex business challenges. With over 40 years of combined experience, our team of chartered accountants and financial professionals partners with clients to achieve great outcomes through smart advice, cloud-based technology, and strong industry networks. We prioritise integrity, humility, innovation, respect, and excellence in all our operations, offering tailored services in strategic tax planning, cash flow management, business advisory, and compliance.Our client-centric approach ensures that every individual and business receives personalised solutions aligned with their unique goals. We serve a diverse range of industries, including property development, healthcare, manufacturing, and not-for-profit sectors, while maintaining a commitment to transparency, ethical standards, and long-term client relationships.
Services
Accounting & Tax
Business Advisory
Wealth Management
Loans
SMSF
Startups
Retirement Planning
Commercial Property Management
Details
- Year established: 1985
Highlights and features
- We offer 40+ years of combined experience in accounting and financial advisory.
- Our team includes chartered accountants and specialists in niche industries.
- We utilise cloud-based technology for real-time financial insights.
- Client relationships are built on integrity, transparency, and personalised service.
- We provide industry-specific solutions for property, healthcare, and manufacturing sectors.
Associations and certifications
- Australian Financial and Securities License (AFSL No. 513934)
What people say
World class personal service
Super easy to work with
Amazing services
Personalised strategy
Time-saving tools
Services
Accounting & Tax
Trident Financial Group provides comprehensive accounting and tax filing services, ensuring compliance with ATO regulations. Our team liaises directly with authorities to simplify tax preparation, offering strategic planning to minimise liabilities while maximising returns. With expertise in expat tax, business structuring, and compliance, we cater to individuals and SMEs seeking accurate, stress-free financial management.
Business Advisory
Our business advisory services focus on strategic growth solutions for SMEs. We assist with financial structuring, operational efficiency, and market expansion, leveraging industry-specific insights. By combining financial modelling and cloud accounting integration, we help businesses streamline processes, reduce costs, and achieve long-term sustainability through data-driven decision-making.
Wealth Management
Tridents wealth management services offer holistic financial guidance, from investment strategies to retirement planning. We create tailored roadmaps for asset growth, risk management, and intergenerational wealth transfer. Our approach integrates tax-efficient solutions and portfolio diversification to ensure clients achieve both short-term and long-term financial goals with confidence.
Loans
We provide personalised lending solutions for asset purchases, tailored to individual financial circumstances. Our services include loan structuring, mortgage advisory, and financing for business acquisitions. By assessing clients unique needs and goals, we connect them with competitive lending options to support personal and business growth effectively.
SMSF
Trident specialises in Self-Managed Super Fund (SMSF) administration, offering end-to-end support from setup to compliance. We manage day-to-day operations, investment strategies, and regulatory reporting, ensuring funds meet ATO requirements. Our goal is to simplify SMSF management, allowing clients to focus on growing their retirement savings securely.
People
Chin He
Partner
Chartered Accountant with 15+ years in accounting and finance, specialising in strategic advice for high-net-worth individuals and SMEs in property, healthcare, and manufacturing sectors.
Haydn Stewart
Partner
Chartered Accountant with 17+ years in business advisory, focusing on accounting, financial modelling, and technology integration for clients in motor, construction, and professional services industries.
Jenny Wang
Partner
CPA with 15+ years in taxation and business advisory, supporting high-net-worth individuals and SMEs, particularly in Australian Chinese migration and import/export compliance.
Roger Fredrick
Partner
Chartered Accountant and Army Reserve Major with 14+ years advising privately owned businesses, specialising in property development, virtual CFO services, and business innovation.
Kevin Zhu
Director
CPA with expertise in taxation and business advisory for property developers and medical professionals, offering multilingual support and systematic, client-focused solutions.
Questions
What accounting services does Trident Financial Group offer?
We provide tax compliance, business structuring, financial reporting, and cloud accounting integration tailored to SMEs and individuals.
How does Trident support business growth?
Through strategic advisory, financial modelling, and industry-specific solutions to enhance operational efficiency and market expansion.
Do you offer wealth management for individuals?
Yes, we deliver holistic financial planning, investment strategies, and retirement solutions aligned with personal goals.
Can I get financing assistance for business purchases?
We provide customised lending services for asset acquisitions, tailored to your financial situation and growth objectives.
What is your approach to SMSF management?
We handle SMSF setup, compliance, and administration, ensuring ATO adherence while optimising retirement savings growth.
Do you work with expatriates and migrants?
Yes, we specialise in expat tax, visa compliance, and cross-border financial solutions for individuals and businesses.
Reviews (6)
Daniel DiPietra
Jul 28, 2021
Report
Over the years I have used many different firms. Trident has proven themselves to be the most professional and knowledgable of all, helping me save a lot of time and money in the long run. Ernie has been empathetic through my trying times and has helped me immensely. Thanks you Ernie
Rachel King
Jun 25, 2021
Report
We have been using Trident Financial Group for the past 5 years for our businesses. They have been great with providing us with a quality service but also took the time to assist us in pivoting our business over the past year.
Restored Property Maintenance
Jun 21, 2021
Report
The team at Trident look after all of the accounting needs of my business. They are very professional, extremely knowledgeable and great to deal with. I would highly recommend them to anyone.
Dean Lusk
Jun 18, 2021
Report
Trident are always incredibly helpful. As a small business owner, they have been essential in helping me navigate the tax side of my business. Honestly couldn't function without them.
K. G.
Jun 13, 2021
Report
Have been using Trident since I started my business more than three years ago and have had nothing but great communication, excellent work within their field and would highly recommend cheers Haydn and team
Jacqui Bercov
Apr 14, 2021
Report
Trident have been so accommodating and proactive with our enquires in relation to investment property accounting. They are so knowledgeable in this area as they have first hand experience dealing with investment properties, sub-divisions, financial strategies in relation to setting up a company to manage a property portfolio, tax implications and so much more. Would highly recommend Roger Fredrick and his team of professionals. Roger took time to explain everything clearly and presented excellent options for us to consider.... 5 star service!!
