services at tonglee mellors

  • CPA qualified Accountant and registered tax agent. We prepare financial statements and income tax returns for individuals, partnerships, companies and trusts and specialise in the administration of self managed superannuation funds.
  • We hold our own Australian Financial Services License. By not being aligned to or controlled by financial institutions or product providers we avoid external influences and potential conflicts of interest. In short, this means the strategies we utilise and investments we recommend are unbiased and in our clients' best interest. To this end, we seek to invest in products that do not pay commission.
  • Our accounting and financial planning advice is interrelated and closely aligned to each other and thus covers a client's entire financial situation. We discuss your aims and objectives, determine and agree on then implement an appropriate strategy to achieve optimum results, administer your investment portfolio, actively monitor and regularly report on and review your progress and manage the tax effects, all together in the same office.

Please Download the following
Tonglee Mellors Financial Services Guide (Pdf 2254kb)