Business Details
50+ Years
experience
Integrated Financial Services in Nedlands, WA
Grove Financial Group has been delivering integrated financial solutions for over 45 years, evolving from a traditional accounting practice to a multidisciplinary advisory firm. Our team of certified professionals specialises in accounting, taxation, business advisory, wealth management, and mortgage broking, ensuring clients receive cohesive strategies tailored to their unique needs. With expertise spanning industries like healthcare, engineering, and property development, we prioritise quality assurance standards and client-centric outcomes. Our seamless integration of services eliminates redundant processes, allowing accountants, financial planners, and finance brokers to collaborate efficiently.Backed by memberships in CPA Australia and Chartered Accountants Australia and New Zealand, we combine deep local knowledge with national regulatory compliance. Our commitment to staying at the forefront of industry changes ensures clients benefit from innovative, evidence-based solutions. With offices in Nedlands, we serve individuals and businesses seeking holistic financial guidance, supported by a team with decades of collective experience. Our approach balances strategic foresight with practical execution, helping clients navigate complex financial landscapes with confidence.
Services
Taxation Services
Accounting Services
Wealth Management
Mortgage Broking
Business Advisory
Estate Planning
SMSF Administration
Financial Planning
Business Structure Advice
Taxation Consulting
Details
- Year established: 1974
Highlights and features
- We have over 45 years of experience in financial services.
- Our team includes certified CPAs and Chartered Accountants.
- We offer integrated accounting, wealth, and finance services.
- Our advisory team has expertise in multiple industries.
- We provide tailored solutions for individual and business needs.
Services
Taxation Services
Grove Financial Group provides comprehensive taxation services, including compliance, strategic planning, and advisory solutions. Our team of certified accountants helps individuals and businesses navigate complex tax regulations while optimising financial outcomes. With expertise in Australian and international tax frameworks, we ensure clients meet obligations efficiently while identifying legitimate opportunities for savings.
Wealth Management
Our wealth management services focus on long-term financial security through tailored investment strategies. We specialise in retirement planning, risk management, and portfolio diversification using evidence-based principles. By aligning client goals with risk-appropriate portfolios, we help individuals and businesses build sustainable wealth while maintaining tax efficiency and regulatory compliance.
Mortgage Broking
Grove Finance Australia offers expert mortgage broking services for residential and commercial properties. We connect clients with over 65 lenders to secure competitive financing solutions. Our team simplifies the loan process from application to settlement, ensuring transparent communication and tailored structures that separate tax-deductible from non-deductible debts for optimal financial management.
Business Advisory
We provide strategic business advisory services covering structure optimisation, operational efficiency, and growth planning. Our consultants assist with succession strategies, SMSF integration, and industry-specific challenges across sectors like healthcare and construction. By combining accounting expertise with market insights, we help businesses enhance profitability and long-term viability.
SMSF Administration
Our SMSF administration services offer tailored solutions for self-managed super funds. We handle compliance, investment strategy, and trustee obligations while ensuring alignment with broader financial goals. With a focus on tax efficiency and regulatory adherence, we support clients in managing retirement assets through integrated accounting and wealth management frameworks.
People
Scott Disley
Managing Director
Scott Disley, CPA and Chartered Accountant, leads Grove Financial Group with over 20 years' experience across diverse industries. He specialises in taxation and corporate strategy, holding a Bachelor of Business in Accounting and Finance. His expertise spans medical, engineering, and property sectors.
Matthieu Thermea
Senior Accountant
Matthieu Thermea, Senior Taxation Accountant, provides business services and software expertise in MYOB, Xero, and Reckon. With a B.Com and MBA in Finance, he supports clients across industries while offering bilingual French-Australian business advisory services.
Simone Parsons
Practice Manager
Simone Parsons has managed Grove Financial Group's operations for over 20 years, coordinating professional advisers and ensuring efficient client service delivery. She oversees administrative processes critical to compliance documentation and timely financial reporting.
Travis Keay
Adviser
Travis Keay, qualified financial planner, specialises in wealth management and mortgage broking. With a Graduate Diploma in Financial Planning, he helps clients navigate economic uncertainties through evidence-based investment strategies and tailored lending solutions.
Tina Milicevic
Client Service Officer
Tina Milicevic supports financial planning and mortgage broking services with over 25 years' client service experience. She ensures smooth communication between advisers and clients, facilitating efficient resolution of financial and administrative matters.
Questions
What services does Grove Financial Group offer?
We provide integrated accounting, taxation, wealth management, mortgage broking, and business advisory services tailored to individual and corporate clients.
How does Grove Financial Group's integrated approach benefit clients?
Our multidisciplinary model allows seamless collaboration between accountants, financial planners, and finance brokers, eliminating redundant processes and ensuring cohesive financial strategies.
What areas do you serve?
Based in Nedlands, WA, we serve clients across Australia with a focus on Perth metropolitan area and national business clients requiring specialist financial services.
What qualifications do your advisers hold?
Our team includes Certified Practising Accountants (CPA), Chartered Accountants (CA), and qualified financial planners with industry-specific accreditations.
Do you offer SMSF administration services?
Yes, we provide comprehensive Self-Managed Super Fund administration including compliance, investment strategy, and trustee support services.
