Business Details
Trusted Accounting and Financial Advisory Services in Sydney
A D Danieli Financial Services delivers tailored financial expertise through a dedicated team of professionals committed to client success. With decades of combined experience, we specialise in audit, taxation, and corporate advisory services, leveraging creative thinking and forward planning to address complex business challenges. Our client-centric approach ensures accessibility to partner-level expertise, eliminating the 'just another number' experience. By integrating specialist advisors across disciplines, we provide holistic solutions for corporate and individual clients navigating Australia's dynamic regulatory environment. Our commitment extends beyond compliance, offering strategic insights through regular industry-specific updates on tax law, superannuation, and GST developments.With a proven track record serving ASX-listed companies, international businesses, and high-net-worth individuals, we combine technical excellence with practical advice to maximise client returns. Our team's involvement in local governance and professional networks enhances our understanding of regional business dynamics. Utilising cutting-edge technology and customised reporting frameworks, we transform financial data into actionable intelligence for informed decision-making. This approach has established us as a trusted advisor for businesses seeking sustainable growth and individuals requiring comprehensive wealth management solutions.
Services
Accounting and Financial Reporting
Audit and Assurance
Bookkeeping
Business and Corporate Advisory
Estate Planning
Taxation
Valuations
Wealth Management
Highlights and features
- We offer partner-level accessibility and personalised service, ensuring you're not just another client number
- Our team combines specialist expertise across tax, audit, and financial advisory to deliver comprehensive solutions
- We provide regular industry-specific newsletters covering tax updates, superannuation, and GST developments
- Our proactive approach includes creative thinking and forward planning to meet your evolving needs
- With over 30 years of combined experience, our professionals deliver reliable and informed financial guidance
Services
Accounting and Financial Reporting
Our accounting team transforms financial data into strategic assets through customised reporting frameworks. We prepare weekly, monthly, and annual reports tailored to your business needs while ensuring compliance with Australian accounting standards. Our experts analyse financial statements to identify growth opportunities and operational efficiencies across industries including manufacturing, hospitality, and technology.
Audit and Assurance
We deliver value-added audit services that exceed regulatory compliance requirements for ASX-listed companies and private enterprises. Our flexible approach accommodates client timeframes while maintaining rigorous quality standards through statutory audits, internal reviews, and independent expert reports for various business structures and non-profit organisations.
Taxation
Our tax specialists provide comprehensive compliance solutions and strategic planning for businesses and individuals. Services include income tax returns, GST/BAS processing, capital gains tax management, and ongoing advice on legislative changes affecting corporate and personal tax positions across multiple jurisdictions.
Business and Corporate Advisory
We help businesses optimise growth strategies through operational reviews and resource planning. Our advisory services cover market expansion, merger/acquisition strategies, and operational restructuring supported by a network of industry specialists to address complex business challenges with practical solutions.
Wealth Management
Our wealth management team creates customised investment strategies aligned with personal financial goals. We integrate tax-effective structures, retirement planning, and financing solutions while providing ongoing portfolio reviews to ensure long-term wealth preservation and growth for individuals and families.
People
Sam
Principal
Sam provides expert accounting services to corporations and individuals, specialising in audit, tax planning, and superannuation. With extensive experience across energy, real estate, and technology sectors, he combines technical expertise with local governance insights from his time as Warringah Mayor.
Questions
What accounting software do you support?
We support MYOB, Xero, and other major accounting platforms with setup, training, and customisation services.
Do you handle international tax matters?
Yes, our firm supports international businesses with cross-border tax compliance and reporting requirements.
Can you assist with business valuations?
Our experienced team provides expert business valuations for mergers, acquisitions, and capital raising purposes.
Do you offer estate planning services?
We provide comprehensive estate planning including wills, power of attorney, and tax-effective inheritance strategies.
What industries do you specialise in?
We work with clients in energy, real estate, technology, hospitality, manufacturing, and professional services sectors.
How can I schedule a consultation?
Contact us via phone or email to arrange a free initial consultation with our accounting specialists.
Reviews (1)
Sue Blatchford
Aug 06, 2014
Report
Excellent service - great financial advise. Recommend for small to medium business and personal financial planning and superannuation.
