A LIGHTHOUSE
TO YOUR BUSINESS
30+ years best practice accounting and advisory.
Port Phillip Group is a full-service accounting firm with local staff servicing all your needs from our offices right here on the Mornington Peninsula. Using the latest technology and up to date accounting practises, we offer a comprehensive range of services including taxation, business advisory and financial planning.
BASED IN MOUNT ELIZA. 30+ YEARS BEST PRACTISE ACCOUNTING.
Thinking Beyond Today
Building long term sustainable wealth begins with the resources that you have today. Stay steady on your course as you move into an unknowable future. Successfully navigate a changing business environment with our expert guidance and knowledge.
Find out more below.
Services
Expertise
Accounting and Business Compliance
Focus on evolving your business knowing your obligations are being met. Our highly skilled and knowledgeable team will advise you on the right balance between meeting compliance obligations to regulatory bodies while growing your business profitably.
Self Managed Superannuation Funds
Keep your super on track to fund your retirement. Port Phillip Group is a leading Self Managed Superannuation Fund practice in South East Melbourne and the Mornington Peninsula. With five experienced staff members who have specialist qualifications in SMSFs, you’ll receive the most up to date advice and guidance.
Business Advisory
Grow your business confidently with our expert team on your side. We’ll help you plan for expected and unexpected changes and develop strategies to mitigate cashflow disruptions. Create a business that you’re proud of and one that supports your lifestyle and wealth creation goals.
Taxation
The latest tax and accounting advice to optimise your balance sheet, minimise risk and stay compliant. With industry experts and regular tax and accounting training, Port Phillip Group will give you the most current taxation advice and expertise available with experience spanning more than 30 years.
Corporate Secretarial
Maintain integrity and efficiency in the administration of your company. We have a wealth of experience in corporate secretarial services in a wide range of industries including Allied Health, Medical, Construction, Engineering and Professional Services, to meet the obligations of ASIC and other regulatory bodies.
Financial Planning and Wealth Management
Everyone is on a financial journey, and with the right advice and guidance, the road will be smoother and your destination within reach. With an experienced wealth management team behind you, you’ll have the confidence and drive to achieve your financial goals.
OUR TEAM OF
XERO Certified Accountants
Port Phillip Group is a Certified Gold Xero Partner with paperless cloud-based accounting practises for seamless interaction with the professionals in your financial sphere.
Our practice is skilled at other cloud-based software solutions including: MYOB, Quickbooks and Class Super.
IN HOUSE
FINANCIAL PLANNING
Port Phillip Group is one of the leading Self Managed Superannuation Fund practices in South East Melbourne and the Mornington Peninsula.
Angela Pollard
Principal - Financial Advisor
Dive into
our Blogs
Can you sell your SMSF assets to a related party?
October 2024 Newsletter
September 2024 Newsletter
Book a phone consultation with us today
To find out how Port Phillip Group can help you, book a free no obligation consultation via phone, a virtual meeting or in person with a partner.
Partners
Staff
Clint Chaffey
Manager
Robert Gauci
Consultant
Beverly Martin
Compliance Manager
Susan Dixon
Senior Accountant
Florim Alievski
Senior Accountant
Jean-Paul Yerolemou
Senior Accountant
Cobey Smith
Graduate Accountant
Michelle Judd
Executive Assistant
Dehlia Tyson
Office Manager
Rebecca Murray
Senior Administration Assistant
