Elias Financial Services

At Elias Financial Services, we pride ourselves on being personal, dependable, and caring financial professionals. We understand that every individual and business has unique financial needs, which is why we take the time to listen to our clients and translate our observations into practical, useful recommendations. Our mission is to help our clients fill in the missing pieces in their financial lives and provide them with the knowledge and guidance they need to make informed financial decisions.

Our Services

We offer a wide range of financial services to help you achieve your goals. Our team of experienced professionals has expertise in accounting, taxation, estate planning, asset protection, and investment advice. We can help you with traditional accounting services like bookkeeping, SMSF administration, and tax planning and return preparation. We also specialise in tax-effective mortgage broking, asset protection, and estate planning to help you protect what you have worked hard to accumulate.

Personalized Approach

At Elias Financial Services, we take the time to understand our clients' unique needs and goals. We believe in taking a personalized approach to financial planning and provide tailored solutions to meet our clients' individual requirements. Our team of experts is committed to delivering exceptional service and providing clear, concise advice that is easy to understand.

Meet Our Team

Our team of financial professionals is dedicated to providing the highest level of service and expertise. Our team includes:

• George Elias, Principal and Xero Platinum Partner, with over 30 years of experience in financial planning and accounting.
• Erika Wickman, Administration Assistant, with over 10 years of experience in administration and secretarial roles.
• Eva Wei, Accountant, with over 10 years of experience in taxation and financial services.
• Megan Stevenson, Administration Assistant, with over 15 years of experience in administration and secretarial roles.
• Kalaivani Kandhakumar, Xero Certified Accountant, with over 5 years of experience in accounting and taxation.
• Kaushal Surana, Xero Advisory & Payroll Certified, with over 4 years of experience in accounting and taxation.
• Fiona Lee, Part-time Administration Assistant, with over 10 years of experience in project management, industrial design, team leadership, and office management.

Award-Winning Firm

Elias Financial Services is a Xero Platinum Partner, a recognition of our expertise and commitment to providing exceptional service and advice. Our firm has been providing accounting, taxation, estate planning, and investment advice to individuals and businesses for over 60 years.

Why Choose Elias Financial Services?

At Elias Financial Services, we stand out from other financial planning and accounting firms because of our:

• Personalized approach to financial planning and accounting
• Expertise in tax-effective mortgage broking, asset protection, and estate planning
• Commitment to providing exceptional service and advice
• Experienced and qualified team of financial professionals
• Awards and recognition as a Xero Platinum Partner

Contact Us

If you are looking for personalized financial planning and accounting services, we invite you to contact us to discuss your financial goals and objectives. Our team of experts is here to help you achieve your financial dreams.