Business Details
35 Years
experience
Trusted Accounting & Financial Advisory Services
Capitol Group is a fully integrated financial advice business established to provide comprehensive accounting, taxation, and financial planning services. With over 30 years of combined experience, our team specialises in customised solutions for businesses, individuals, and self-managed superannuation funds. We focus on long-term partnerships, delivering expertise in investment portfolio management, retirement planning, and risk protection strategies. Our principals, Julio Carrieri and Laurel Arndt, bring decades of industry-specific knowledge to ensure client outcomes align with financial goals. We prioritise diversification, transparency, and ethical practices while maintaining affiliations with leading financial institutions.Our commitment to innovation ensures clients receive tailored advice addressing tax efficiency, business growth, and wealth protection. We serve clients through a client-centric approach, combining technical proficiency with personalised service delivery. Our educational resources and regular market updates empower informed financial decisions. As authorised representatives of Consultum Financial Advisers, we adhere to strict regulatory standards. Our vision remains to be recognised as leaders in financial planning and accounting advice.
Services
Accounting & Taxation
Business Structuring
Investment Management
Superannuation Advice
Retirement Planning
Risk Protection
Tax Returns
Wealth Management
Portfolio Diversification
Insurance Services
Details
- Year established: 1991
Highlights and features
- Over 30 years of combined accounting and financial planning expertise
- Customised solutions for self-managed superannuation funds
- Comprehensive investment portfolio management with low fees
- Dual specialisation in taxation and retirement planning
- Client-focused approach with licensed financial advisory services
Associations and certifications
- Consultum Financial Advisers Pty Ltd
- Association of Financial Advisers (AFA)
- Institute of Public Accountants
- National Tax & Accountants Association
Services
Accounting & Taxation
We provide comprehensive accounting and taxation services including business structuring, bookkeeping, and tax return preparation for companies, trusts, and individuals. Our expertise ensures compliance while optimising tax efficiency through strategic planning. Services integrate with major accounting software platforms to streamline financial management processes.
Superannuation Advice
Specialised guidance on self-managed superannuation funds and retirement strategies. We help clients maximise tax-effective contributions, consolidate funds, and develop investment strategies aligned with retirement goals. Our advice considers evolving regulations to ensure long-term financial security for clients' post-working years.
Investment Management
Strategic investment portfolio management focusing on diversification, low fees, and long-term growth. We construct portfolios based on rigorous research and client risk profiles, prioritising transparency and alignment with financial objectives while avoiding unnecessary complexity in investment decisions.
Risk Protection
Customised risk protection strategies covering life, income protection, total permanent disability, and trauma insurance. Our solutions safeguard clients' financial security against unforeseen events, ensuring family protection and business continuity through tailored insurance products and regular policy reviews.
Financial Planning
Holistic financial planning services addressing short, medium, and long-term objectives. We develop integrated strategies for wealth accumulation, retirement planning, and estate management, combining tax efficiency with investment expertise to deliver sustainable financial outcomes aligned with clients' life goals.
People
Julio Carrieri
Managing Director & Financial Adviser
With over 30 years in financial services, Julio specialises in investment advice and retirement planning. He holds an Advanced Diploma of Financial Planning and leads Capitol Group Advisers as an authorised representative of Consultum Financial Advisers.
Laurel Arndt
Director & Manager, Accounting Division
A qualified accountant with 30+ years' experience, Laurel specialises in tax compliance and business advisory services. She is a Fellow of the Institute of Public Accountants and has led Capitol Group's accounting division for over 25 years.
Questions
What services does Capitol Group offer?
We provide accounting, taxation, financial planning, superannuation advice, investment management, and risk protection services for businesses and individuals.
How can Capitol Group help with retirement planning?
We offer tailored superannuation strategies, contribution planning, and retirement income solutions to maximise your financial security in later life.
Are your financial advisers licensed?
Yes, our advisers operate as authorised representatives of Consultum Financial Advisers Pty Ltd (AFSL 230323).
Do you work with small businesses?
Yes, we specialise in business structuring, taxation advice, and growth strategies for small to medium enterprises.
How do you approach investment management?
We focus on diversified portfolios with low fees, prioritising long-term growth and risk management aligned with client objectives.
