About DA Financial Group

DA Financial Group are committed to building long-lasting relationships with our clients by providing them with friendly superior services in a timely and cost effective manner.

We have been practising since 1993, where we started in Aspendale, Victoria. We moved to St Kilda Road in 2001 and in 2015 moved to South Melbourne.

We are a local finance service that looks after your best interests. Apart from providing personal and business accounting services, we have grown to also offer insurance, the set up of trusts and self-managed super funds plus wealth creation and investment solutions.

DA Financial  has continued to service its clients and the local community for over 20 years. An integral part of our clients planning, DA Financial  has been synonymous with providing friendly advice and offering services specifically tailored to meet each clients financial needs whilst also aiming to build lasting client relationships.

We love what we do, and we love it more when our clients are satisfied beyond their expectation! We have shown this through our various tailored programs and we understand that it is our approach and with our client base that makes us who we are today; in turn, we aim to offer the same back.

Part of our strategy is not only to work to best meet the clients needs; we also aim to do it in a sustainable way. The environment is an important aspect of the way we do things and helping to save the environment for future generations is a top priority at DA Financial Group.

Our staff work hard to ensure that you get the best possible outcome for all of your financial needs.

Our Mission

Listening to client’s needs and providing clients with a friendly, relevant service assisting the achievement of financial goals and outcomes.

 

Our Values

Approachable
Transperant
Honest
Accurate advice
Timely service

Expectations

Friendly service
Relevant advice
Realistic outcomes

Our Staff

Senior Accountant

Domenic is our senior advisor with over 20 yrs experience working as a public accountant. His qualifications include;
• Bachelor of Business in Accounting
• Registered Tax Agent
• Certified Practising Accountant
• Registered SMSF Auditor

Assistant Accountants

Sophie has over 10 yrs experience, Master degree in Practising Accounting, Certified Practising Accountant. Her specialty area is FBT, Small business compliance, MYOB, Xero

Matthew has over 15yrs experience, Bachelor degree in Business (Accounting) associate member of CPA Australia. His specialty areas include tax compliance, MYOB, Quickbooks,

Julia has a degree in Accounting & Finance and specialises in MYOB & XERO

Daniel is currently completing his degree in Accounting. He specialises in MYOB and is our media designer

Office Manager

Rosa is our office manager and oversees our office administration

Contact DA Financial Group to discover our financial services

Contact us