People

Chin He

Chin He Executive Director

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

Interests

  • Spending time with the family;
  • Golf
  • Properties

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Haydn Stewart

Haydn Stewart Executive Director

Haydn 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.

Interest

  • My family
  • Cycling

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Jenny Wang

Jenny Wang Director Of Chinese Services Group

Jing Wang is a qualified CPA and business owner with over 7 years’ experience. She has extensive experience and connections in the Chinese migration and business community. She has experience in accounting, taxation and advisory services to privately owned and operated businesses. 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

Interest

  • Travel
  • Music

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Anthony Chan

Anthony Chan Director of Chinese Services Group

Anthony 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

Interest

  • Church and community groups
  • Soccer
  • Swimming and exercise

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Roger Fredrick

Roger Fredrick Client Manager

Roger Fredrick is a Chartered Accountant and a Captain in the Army Reserve. He has over 7 years’ 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 the financial services and public sector, property and construction, retail, wholesale and manufacturing industries.

Services

  • 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

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Priscilla Wong

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

Interest

  • Scuba Diving
  • Water Sports
  • Baking

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Dorise Chen

Dorise Chen Principal 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

Interest

  • Yoga
  • Travel

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