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The Trustee for Trident Financial Group Unit Trust Verified Business

(125)

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

Wednesday:

9:00 AM – 5:30 PM

Thursday:

9:00 AM – 5:30 PM

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

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

  • 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 (126)

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    Lee L

    NEW

    Google review

    08 Sep 2025

    Thank you for your help, Haydn. Thank you for answering all my questions patiently and dealing with my tax return efficiently.
    The Trustee for Trident Financial Group Unit Trust
    replied

    14 Sep 2025

    Thanks so Much Lee, glad we could help!
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    Chandan K

    NEW

    Google review

    04 Sep 2025

    I recently had a conversation with Roger regarding investment options, and he was extremely helpful. He shared a lot of practical tips and insights that gave me more clarity and confidence in my decisions. Roger is knowledgeable, approachable, and genuinely interested in helping clients. Highly recommend speaking with him if you’re looking for sound financial guidance.
    The Trustee for Trident Financial Group Unit Trust
    replied

    06 Sep 2025

    Thanks for the feedback Chandan - all the best with building your investments and we're very glad we can assist along the way!
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    Dion S

    Google review

    07 Aug 2025

    Been working with Ernie Thai for over a decade. He and the trident team are exceptional & thorough. Thanks.
    The Trustee for Trident Financial Group Unit Trust
    replied

    06 Sep 2025

    Wow - a decade - thank you for dropping us a note and glad Ernie has been able to support!
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    Sateesh P

    Google review

    25 Jun 2025

    Haydn has been an absolute pleasure to deal with. His expertise, attention to detail, and genuine care for his clients truly set him apart. He took the time to understand my financial situation and provided clear, practical advice that made me feel confident about my financial future. What I appreciated most was his transparency and patience in explaining complex financial matters in simple terms. It’s rare to find someone so professional, approachable, and trustworthy in the financial industry.
    The Trustee for Trident Financial Group Unit Trust
    replied

    06 Sep 2025

    Thanks Sateesh for the feedback. We pride ourselves on simplifying tax and financial matters. Glad Haydn could be of assistance!
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    Jake B

    Google review

    12 Jun 2025

    can’t recommend Trident Financial Group enough! Their team is incredibly knowledgeable, approachable, and really takes the time to understand your financial goals. They’ve helped me make informed decisions and set a solid plan for the future. Professional, trustworthy, and always on top of things. Highly recommend!
    The Trustee for Trident Financial Group Unit Trust
    replied

    17 Jun 2025

    Thanks for the great review Jake, really appreciate it, glad we can help with your business journey!
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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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