Business Details
50+ Years
experience
Integrated Financial Services Sydney
Grove Financial Group has evolved over 45 years to become a trusted provider of integrated financial services. Founded in 1974 as Disley and Co Pty Ltd, our firm has consistently adapted to client needs by consolidating accounting, taxation, financial planning, and mortgage broking services under one roof. Our team of CPA and CA qualified professionals delivers tailored solutions across diverse industries, including medical, engineering, and construction sectors.We prioritise seamless collaboration between our specialist divisionsGrove Accounting, Grove Wealth Management, and Grove Finance Australiato eliminate administrative burdens for clients. With a legacy of quality assurance and client-centric innovation, we empower businesses and individuals to achieve long-term financial success through coordinated expertise and evidence-based strategies.
Services
Taxation Services
Business Consulting
Financial Planning
Mortgage Broking
Estate Planning
SMSF Administration
Accounting Software Support
Debt Structuring
Investment Portfolio Management
Commercial Lending
Details
- Year established: 1974
Highlights and features
- We offer 45+ years of combined experience in accounting and financial services
- Our integrated approach coordinates accounting, tax, and finance services seamlessly
- CPA and CA qualified professionals ensure certified expertise across all services
- Tailored debt structuring solutions separate tax-deductible and non-deductible loans
- Established relationships with 65+ lenders including major Australian banks
Associations and certifications
- CPA Australia
- Chartered Accountants Australia and New Zealand
Services
Taxation Services
Grove Accounting provides comprehensive taxation services including return preparation, compliance, and strategic tax planning. Our CPA-certified team specialises in corporate tax, international tax matters, and industry-specific tax strategies for medical professionals, engineers, and construction firms. We ensure adherence to evolving regulatory requirements while optimising tax outcomes.
Financial Planning
Grove Wealth Management offers evidence-based financial planning using globally diversified index portfolios. We develop risk-appropriate strategies aligned with Nobel Prize-winning principles, focusing on retirement planning, personal insurance, and SMSF solutions. Our advice integrates tax and investment considerations to create cohesive wealth-building frameworks for individuals and businesses.
Mortgage Broking
Grove Finance Australia specialises in residential and commercial mortgage broking. With access to 65+ lenders, we structure tailored financing solutions separating tax-deductible and non-deductible debt. Our services include home loans, investment property financing, SMSF lending, and business equipment financing, with end-to-end settlement support.
Business Consulting
We provide strategic business advice covering structure optimisation, management systems, and growth strategies. Our consultants combine accounting expertise with industry-specific knowledge across manufacturing, retail, and professional services sectors. Services include MYOB/Xero implementation, compliance frameworks, and succession planning.
SMSF Administration
Our specialist team manages Self-Managed Superannuation Funds with integrated tax and investment planning. We coordinate trustee responsibilities, compliance audits, and investment strategy development. The service connects with our mortgage and financial planning divisions to create holistic retirement solutions incorporating property investments and tax-efficient structures.
People
Scott Disley
Managing Director
CPA and Chartered Accountant with 20+ years' experience across medical, engineering, and construction industries. Leads advisory services with expertise in corporate tax and business strategy.
Travis Keay
Financial Adviser
Qualified financial planner with dual economics and finance degrees. Specialises in evidence-based wealth management strategies and mortgage broking solutions for personal and business clients.
Matthieu Thermea
Senior Accountant
Senior taxation accountant with MBA in finance. Provides business services and software implementation support for MYOB, Xero, and Reckon systems. Fluent in French.
Simone Parsons
Practice Manager
Over 20 years' experience managing firm operations. Coordinates administrative support for professional advisers and client compliance documentation processes.
Tina Milicevic
Client Service Officer
25+ years' customer service experience supporting financial planning and mortgage broking operations. Acts as client liaison for advisory teams.
Questions
What services does Grove Financial Group offer?
We provide integrated accounting, tax advisory, financial planning, mortgage broking, and SMSF administration services for individuals and businesses.
How does your integrated service model benefit clients?
Our coordinated approach eliminates duplicate documentation by sharing information between accountants, financial planners, and mortgage brokers to streamline processes.
What industries do your accountants specialise in?
Our CPA-certified team has expertise in medical, engineering, manufacturing, retail, and property development sectors.
How do you handle mortgage applications?
We assess 65+ lenders to find optimal solutions, structure debt strategically, and manage applications from submission to settlement with regular progress updates.
What makes your financial planning different?
We use Nobel Prize-backed investment principles with tax-aware strategies that integrate mortgage and superannuation planning for cohesive wealth growth.
How can I access client support?
Contact our Sydney office via phone or email to schedule consultations with advisers, or reach client service officers directly for administrative queries.
