Great people are the core of any company. We know we can only offer expert advice if our team are all experts in their fields so we choose the best people and continue to invest in them.
At Accum Group, you will enjoy highly personalised service from people focussed on building lasting, close working relationships. You can expect pro-active advice and regular contact throughout the year and not just an invoice at the end of it.
Sandro Bagnati
Partner
Sandro is a Certified Practicing Accountant with over 30 years experience in advising clients in effective tax planning, correct structuring and wealth creation. He added Financial Planning services to his practice in 1991 to enhance his holistic approach to client services. Sandro has developed a reputation for helping clients to successfully secure financial freedom and security. Together with business advisory services, taxation and planning, his experience and knowledge extends to property investment and Self Managed Superannuation Funds.
Qualifications – Certified Practicing Accountant (CPA), Fellow of the National Tax Agents and Accountants Association (NTAAF)
Joseph Matina
Partner
Joseph is a qualified public accountant who commenced his accountancy practice in 1985 in the western suburbs of Melbourne. In 1991 he was one of the first accountants to add Financial Planning services to his business, and has assisted numerous clients in increasing their wealth and he is highly regarded in wealth creation programs. Joseph also has experience in dealing with direct property including commercial properties.
Qualifications –Bachelor of Business – Accountancy, Registered Tax Agent, Diploma of Financial Planning, Certified Financial Planner (CFP), Fellow of the Taxation Institute of Australia, Fellow of the National Tax Agents & Accountants Association (NTAAF)
Mark Abbott
Partner
Mark is a Chartered Accountant with a solid technical foundation combined with significant commercial and leadership experience. He has an extensive background in providing business advisory services within the middle market segment combined with considerable commercial experience gained most recently as the Financial Controller of a leading Healthcare company. Mark has extensive knowledge and skills in business management, cost management, strategy and business analysis.
Qualifications – Chartered Accountant (CA), Bachelor of Commerce, Bachelor of Economics, Master of Business Administration (MBA) (Monash)
Tony Zaccardi
Senior Financial Planner
Tony is an Associate Member of the FPA and holds a Post Graduate Certificate in Wealth Management. He has extensive industry experience providing financial services to both individuals and superannuation funds. He advises on wealth accumulation strategies (including managed funds, shares & property) and pre/post retirement planning for individuals. His experience and knowledge also includes tax effective SMSF Allocated Pension Strategies.
Qualifications – Associate Financial Planner, Graduate Certificate of Wealth Management, Diploma of Financial Planning