Business Details
37 Years
experience
Trusted Financial Advisers in Melbourne
Established in 1989, Aperio Financial Services has built a reputation as a trusted provider of comprehensive financial services in Melbourne. Our team of experienced professionals specialises in tax advisory, accounting, self-managed super funds, and tailored financial planning solutions for individuals and small businesses. With over 25 years of industry expertise, we prioritise understanding our clients' unique needs to deliver strategic advice that aligns with their personal and financial goals.Our commitment to transparency, compliance, and client education ensures informed decision-making, while our collaborative approach fosters long-term relationships built on trust and accountability. Recognised for our dedication to excellence, we maintain affiliations with professional bodies such as the Financial Planning Association of Australia and employ certified practitioners to uphold the highest standards of service delivery.
Services
Small Business Accounting
Family and Personal Accounting
Self Managed Super Fund
Financial Planning
Portfolio Review
Direct Shares
Estate Planning
Super Funds
Wealth Protection
Tax Consultancy
Details
- Year established: 1989
Highlights and features
- We offer 34 years of experience in Australian financial services
- Our team includes CPA-certified accountants and FPA-registered planners
- Specialised expertise in SMSF compliance and tax minimisation strategies
- Personalised financial roadmaps tailored to individual client circumstances
- Proven track record with 1,432+ satisfied clients across Melbourne
Associations and certifications
- Certified Practising Accountant (CPA)
- Financial Planning Association of Australia (FPA)
- Registered Tax Adviser
What people say
Expert tax planning
Personalised financial advice
SMSF specialists
30+ years experience
Client-focused approach
Services
Small Business Accounting
Specialist accounting solutions for Melbourne SMEs, including BAS/IAS lodgements, tax planning, and cashflow management. Our ATO-registered practitioners help reduce tax liabilities while ensuring compliance with Australian tax obligations. With tailored strategies for business structure optimisation and investment planning, we support sustainable growth through accurate financial reporting and strategic advisory services.
Self Managed Super Fund
Comprehensive SMSF guidance covering setup, compliance, and investment strategy. We educate clients on regulatory requirements while developing retirement solutions aligned with individual risk profiles. Our specialists provide ongoing administration support and investment advice to maximise retirement outcomes while maintaining strict adherence to superannuation laws and reporting standards.
Financial Planning
Personalised financial roadmaps for retirement, investment, and wealth protection. Our FPA-registered advisers assess current financial positions to create actionable plans addressing estate planning, insurance needs, and tax-effective wealth transfer strategies. Through regular reviews and adaptive strategies, we help clients achieve long-term financial security while navigating life's changing circumstances.
Family and Personal Accounting
Tailored accounting solutions for individual taxpayers, including income tax returns, family trust structures, and wealth management. Our CPA-certified accountants identify eligible deductions and implement tax minimisation strategies while ensuring compliance with ATO regulations. We specialise in integrating personal financial planning with broader wealth management objectives.
Wealth Protection
Strategic wealth preservation services encompassing insurance advice, estate planning, and risk management. We help clients safeguard assets through appropriate legal structures while developing contingency plans for unexpected life events. Our holistic approach combines tax-effective strategies with long-term wealth transfer solutions to protect financial legacies.
People
Serhan Aslan
Senior Financial Planner
With over a decade of experience, Serhan specialises in superannuation, investment strategies, and personal insurance. A Financial Planning Association member, he focuses on creating tailored retirement solutions while maintaining registered tax adviser compliance.
Jim Gulabovski
Director / Practice Manager
Bringing 30+ years of industry expertise, Jim leads client relationship management and strategic planning. His family-focused approach combines financial acumen with practical advice to help clients achieve lifestyle and wealth goals.
Mahen Narenthiran
Certified Accountant
A CPA-certified tax specialist with 15+ years in auditing and corporate finance. Mahen provides expert accounting services, specialising in tax minimisation strategies and small business advisory for Melbourne clients.
Charlie Nikolovski
Client Services Officer
With 30+ years in accounting services, Charlie supports small business clients through tax compliance, financial reporting, and business insurance solutions. His client-first approach ensures personalised support for complex financial needs.
Dersim
Mortgage Administration Manager
Specialising in mortgage administration and client relations, Dersim manages loan submissions and post-settlement support. Her decade of real estate experience helps clients navigate property investment financing solutions.
Questions
What financial services does Aperio Financial Services offer in Melbourne?
We provide tax advisory, accounting, SMSF management, financial planning, and investment advice tailored to individuals and small businesses across Melbourne.
How long has Aperio Financial Services been operating in Fitzroy?
Aperio Financial Services has delivered financial services in Fitzroy since 1989, maintaining a strong local presence for over 34 years.
What areas does Aperio Financial Services serve beyond Melbourne?
While based in Fitzroy, we serve clients across Melbourne's inner suburbs and regional Victoria through in-person and virtual consultations.
Are Aperio Financial Services's financial planners professionally accredited?
Yes, our team includes Certified Practising Accountants and Financial Planning Association members with specialist SMSF and tax adviser registrations.
Does Aperio Financial Services offer after-hours financial consultations?
Standard consultations are Monday-Friday 9am-5pm, with emergency appointments available upon request through our contact form.
Videos
