People
Chin He Partner
Chin He is a Chartered Accountant with over 10 years’ experience in the accounting and finance industry. Chin has significant experience in providing strategic and business advice to high net worth individuals and small to medium enterprises. He specialises in providing advice to property developers, medical professionals, and manufacturing enterprises. Chin and his team provide a wholistic service to his clients and are focused on partnering with clients to reach their full potential.
Services
- Business and strategic Advisory
- Taxation Solutions
- Business Structuring & Tax Planning
- Wealth Creation Strategies
- Mergers and Acquisitions
Haydn Stewart Partner
Haydn Stewart is a Chartered Accountant with over 10 years experience working in the business advisory industry for private companies and family groups. Haydn specialises in accounting, taxation, structuring advice, financial modelling and advisory services. He has worked with many clients in varying sectors including motor industry services, manufacturing, property development and construction and the professional service industry.
Services
- Advisory & Taxation Solutions
- Business Structuring & Tax Planning
- Financial modelling.
- Cloud accounting integration and technology solutions.
Jenny Wang Partner
Jenny (Jing) Wang is a qualified CPA and business owner with expertise in accounting, taxation and business advisory services. An experienced accountant and advisor with over 15 years of experience in the industry, Jenny is a trusted advisor to her clients who include high net worth individuals, business migrants and small-to-medium sized businesses. She has strong network and connections in the Australian Chinese migration and business community. Jenny has operated in the financial services, property and construction, retail, wholesale and manufacturing industries, with a particular focus on importing and exporting business and investment migrant’s compliance services.
Services
- Advisory & Taxation Solutions
- Business Structuring & Tax Planning
- Business Innovation and Investment visa Compliance
- Foreigner Investment Tax Planning
SHAN SHUI Partner – Finance
Shan Shui is an experienced banking and finance executive with over 15 years of experience in the industry. He has extensive experience in assessing, structuring and arranging consumer credit (home loans), commercial debt, asset financing, private capital and unregulated loans. Having previously operated his own successful finance broker business, Shan has developed a reputation as a market leader in arranging commercial finance. He has deep expertise in corporate and commercial lending having worked with companies of all sizes and complexities to structure finance for projects, small and large-scale constructions, business operations and syndicated loans.
Services:
- Commercial Loans
- Home loans
- Business and equipment loans
- Personal loans
- Private Funding
Anthony Chan Senior Director
Anthony Chan has been advising clients for more than 25 years. Anthony and his wife established “Anthony Chan & Associates” and has been the principal of this practice for the greater part of his accounting career. He continues to service his long-standing clients, and has adopted a role within Trident Financial Group as a strategic and business advisor for the key stakeholders of the group.
Services
- Advisory & Taxation Solutions
- Business Structuring & Tax Planning
- Strategic and business advisory
- Foreigner Investment Tax Planning
HUEY CHEW Senior Director
Huey Chew is a Chartered Accountant with over 15 years of experience in the accounting, banking and finance industries. She has extensive expertise in the areas of fund operations, business operations, compliance and project management. Her fund operations experience includes funds management, accounting and administration, as well as trustee services for unregistered wholesale schemes. Huey has worked with many multinational companies, small to medium enterprises and private individuals in various sectors including the banking and finance, property development, professional services and resources.
Services
- Wholesale Trustee Service
- Fund Administration and Accounting
- Risk and Governance
- Strategic and Business Advisory
- Business Process Management
- Private Funding
Roger Fredrick Senior Director
Roger Fredrick is a Chartered Accountant and a Captain in the Army Reserve. He has 10 years of experience in accounting, taxation and advisory services to privately owned and operated businesses with revenues up to $300 million. Including many years of running his own business, Roger has worked with clients in financial services, public sector, property and construction, retail, wholesale and manufacturing industries.
Services
- Property Development Advisory
- Virtual CFO & Management Reporting
- Advisory & Taxation Solutions
- Business Structuring & Tax Planning
- Cloud accounting integration and technology solutions.
Interest
- Cloud accounting integration and technology solutions
- Personal development
- Public speaking & leadership
Ernie Thai Director – Expatriate
& Employment Tax
Ernie Thai is a Chartered Accountant with over 15 years experience in expatriate and employment taxes and global mobility management. Ernie specialises in providing expatriate and employment tax advisory and compliance services to multinational companies and private individuals. He has worked with many companies and individuals in the resources, engineering, manufacturing, automotive, retail, food & beverage and academic sectors.
Services
- Tax Planning
- Salary Packaging
- FBT compliance and advice
- Expatriate tax returns
- Superannuation Guarantee compliance
- Payroll Tax compliance
- Expatriate payroll
- Assignment cost projections
- Employee Share Scheme reporting
Kevin Zhu Director
Kevin Zhu is a qualified CPA with expertise in taxation, accounting and business advisory. His clients include business owners, high net worth individuals, property developers and medical professionals. Kevin’s systematic approach to his work and his determination are held in high regard by his colleagues and clients. He is a dedicated accountant who puts his clients’ needs first. Kevin is multi-lingual and strives to always provide practical, effective and timely solutions by understanding the needs of his clients' first.
Services
- Advisory & Taxation Solutions
- Tax & Accounting Compliance
- Financial Accounting & Reporting
- Cloud accounting integration
Serena Zhao Director
Serena Zhao is an experienced accountant specialising in providing taxation, accounting and business advisory services to small to medium enterprises, business migrants and private individuals. She has worked with clients with businesses across a variety of industries including international trading, retail, hospitality and wholesale services. Serena is bi-lingual and prides herself in providing excellent service to her clients by treating their business as if it were her own.
Services
- Business Management
- Tax & Accounting Compliance
- Financial Accounting & Reporting
- Business Structuring & Tax Planning
TINA SUN Director
Ting (Tina) Sun is a bilingual credit and lending specialist with a strong passion for helping clients achieve their personal and business goals. A knowledgeable professional with immense enthusiasm for her role, Tina is known for being client-focused, solutions driven and outcome oriented. Tina has guided many individual and business clients through the often time-consuming and complex application process and secure the right finance solution with minimal interruption to her clients’ busy schedules.
Services
- Commercial Loans
- Home Loans
- Business and Equipment Finance
- Personal Loans
- Private Funding
Ernie Thai Director – Expatriate & Employment Tax
Ernie is a Chartered Accountant with over 14 years experience in expatriate and employment taxes and global mobility management. Ernie specialises in providing expatriate and employment tax advisory and compliance services to multinational companies and private individuals. He has worked with many companies and individuals in the resources, engineering, manufacturing, automotive, retail, food & beverage and academic sectors.
Services
- Tax Planning
- Salary Packaging
- FBT compliance and advice
- Expatriate tax returns
- Superannuation Guarantee compliance
- Payroll Tax compliance
- Expatriate payroll
- Assignment cost projections
- Employee Share Scheme reporting
Simon Xu Executive Director
Simon is a Chartered Accountant who began his accounting career over 10 years ago with one of the Big 4 accounting firms. Simon has developed extensive experience and knowledge in the accounting, finance and property development industry. Before joining Trident Financial Group as an Executive Director, Simon had built a respectable accounting and finance business, servicing Chinese high net wealth families and businesses. His strengths lie in having a strong network in Melbourne’s Chinese community, an in-depth understanding of migration requirements and Australasia cross border transactions.
Services
- Advisory & Taxation Solutions
- Business Structuring & Tax Planning
- Business Innovation and Investment visa Compliance
- Foreigner Investment Tax Planning
Vincent Gu Executive Director
Vincent is a hands-on CPA tax practitioner who has undertaken an extensive range of tax and accounting assignments for over 6 years. He is excellent at breaking down complex tax legislations and communicating this to his client so it’s easy to understand. Vincent prides himself in providing innovative solutions that is tailored to his client’s needs. He has a proven track record of successfully dealing and negotiating with ATO in relation to technical issues, tax audits, private ruling and penalty remission requests
Services
- Advisory & Taxation Solutions
- Business Structuring & Tax Planning
- Business Innovation and Investment visa Compliance
- Foreign Investment Tax Planning
Priscilla Wong Client Manager
Priscilla Wong has over 10 years of experience in the accounting industry providing services in business and taxation advisory, auditing and superannuation to all manner of clients. She specialises in working with small and medium-sized enterprises, individuals and trustees of superannuation funds.
Services
- Business Management
- Tax & Accounting Compliance
- Financial Accounting & Reporting
- Business Structuring & Tax Planning
- Superannuation
Priscilla Wong Client Manager
Priscilla Wong has over 10 years of experience in the accounting industry providing services in business and taxation advisory, auditing and superannuation to all manner of clients. She specialises in working with small and medium-sized enterprises, individuals and trustees of superannuation funds.
Services
- Business Management
- Tax & Accounting Compliance
- Financial Accounting & Reporting
- Business Structuring & Tax Planning
- Superannuation
Clover Wang Client Manager
Clover Wang is a qualified CPA with over 5 years’ experience in the accounting and finance industry. She has been working closely with clients who are in the industries of property development and investment, retail and wholesale services, international trading, hospitality services, construction and real estate agencies. She is committed to providing quality services to her clients and strive to achieve the best possible outcome for them.
Services
- Business Management
- Tax & Accounting Compliance
- Financial Accounting & Reporting
- Business Structuring & Tax Planning
Calico Li Client Manager
Calico is a qualified CPA. She possesses more than 10 years' experience in various aspects of accounting and business. Her breadth of experience in both corporate and professional accounting roles enables her to provide a wide range of tax compliance and business development advice. Calico is friendly and works well with clients in understanding and addressing their needs by providing practical, effective and timely solutions.
Services
- Tax advisory
- Business advisory
- Business development and structures
MARK DAVIS Senior Director
Head of Growth
Mark has spent the majority of his career, building and delivering professional financial services to the International and Australian business community. Mark specialises in supporting and delivering efficient and professional services to the Accounting and Financial Adviser's sector. He has accumulated post-graduate qualifications in Investment management and holds a Master of Entrepreneurship and Innovation (MEI). He is a Fellow of the Australian and New Zealand Institute of Insurance and Finance (FANZII). He has previously been selected to build Investment training courses for Superannuation Trustees within the large Corporate, Public and Industry Fund sectors
Services
- Business and strategic Advisory
- Taxation Solutions
- Business Structuring & Tax Planning
- SMSF
- Finance and Lending
Sarah Wu Senior Accountant
Sarah Wu has over 10 years’ experience in the accounting industry. She has worked with clients who are in the business of property development & investment, retail & wholesale trade, hospitality services, building and construction. Clients gives a great amount of trust to Sarah as she ensures her clients receives the best service, attention and care.
Services
- Business Management
- Tax & Accounting Compliance
- Financial Accounting & Reporting
- Business Structuring & Tax Planning
Steve Mathiasz Accountant
Steve is an accountant for the past 4 years. Previously managing his family’s own hospitality business for more than a decade. Steve has worked with clients in a variety of fields and sizes specialising in family owned and operated businesses. He is committed to providing quality services to his clients and achieving the best possible outcomes for them.
Services
- Advisory & Taxation Solutions
- Business Structuring & Tax Planning
- Business Management
- Tax and Accounting Compliance
Leo XuSpecialist – Property & Development
With over 10 years experience in the property market, Leo have gained tremendous experience and knowledge in the sale, purchase and development of properties. He is an award-winning sales agent in the Fletchers Real-Estate chain and is renowned for delivering outcomes that is above his client’s expectations. He has partnered with Trident Financial Group so you can achieve the best return and outcome when you come to selling and buying properties as well as property developments.
Services
- Cars
- Food
- Properties
Serena Zhao Accountant
Serena Zhao has over 2 years’ experience in the accounting and finance industry. The clients she services are in the business of international trading, retail, hospitality and wholesale services. She prides herself in providing excellent service to her clients by treating their business as her own.
Services
- Business Management
- Tax & Accounting Compliance
- Financial Accounting & Reporting
- Business Structuring & Tax Planning
Dorise Chen Financial Planner
Dorise is a qualified CPA and financial planner. With over 12 years’ experience in the accounting and finance industry, she has developed a client centric approach in providing tailored financial advice to high-net worth clients on managing their personal wealth creation and protection.
She has been helping aspirational and financially successful clients make smart choices with their money. By working closely with her clients, Dorise builds tailored financial roadmaps, implements expert strategies and ensures their plans remain on track. As a result, clients have confidence to focus their time on other things that are more important to them.
Services
- Investment Advice
- Superannuation Strategies Including SMSF
- Life Insurance & Income Protection
- Taxation Stratedies & Estate Planning
- Debts Managment
- Retirement Planning