Frequently Asked Questions
Some of the more frequently asked questions from new clients are:
- What level of experience do you have?
- Can you provide advice to all types of taxpayers?
- What is the most important aspect of your service?
- Do you provide financial planning services?
- What about my privacy? How do you handle my personal information?
- Where are your clients located?
- Where can I find you?
What level of experience do you have?
Andrew has more than 30 years experience working in large and smaller accounting firms providing tax and accounting advice. Refer to Andrew's CV for additional information.
Can you provide advice to all types of taxpayers?
We provide advice to all types of taxpayers, including individuals, family groups (incorporating trusts and private companies), businesses, medical and dental practices and self-managed superannuation funds.
What is the most important aspect of your service?
Our focus is on building long-term relationships with our clients, with a deep understanding of their personal position. This enables us to provide the most appropriate advice, based on their needs and understand the issues and concerns that are most relevant for each client.
Do you provide financial planning services?
No, we purely offer taxation and accounting services; these are our core specialties. However, Summerhill Financial Services, offers financial planning and financial coaching services. Where appropriate, the two businesses will work together to give you a comprehensive, integrated approach to your financial goals and position.
What about my privacy? How do you handle my personal information?
Summerhill Financial Management will collect and hold your personal information to provide you with the advice services that you have requested, and in managing our relationship with you. Summerhill Financial Management abides by the National Privacy Principles, established under the Privacy Amendment (Private Sector) Act, 2001. Please see our Privacy Policy for a full explanation. You can download or print this document out.
Where are your clients located?
Our clients are located around Australia and around the world. With the combination of telephone, technology and personal visits, we are able to provide our clients with personal advice — regardless of their location.
Where can I find you?
We are located on the corner of Collins and Williams Streets, at 530 Little Collins Street, Melbourne.