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Accounting

CDG Advisors provide a total accounting solution, from personal returns to business and company returns.

We provide tax advice that ensures that you meet all your statutory requirements.

We specialise in advising clients and setting up the most appropriate ownership and tax effective structures for investments.

We advise on Superannuation planning and Self-Managed Superannuation Funds to ensure that clients are fully informed and are effectively planning for the future.

Preparation of Financial Reports and Tax returns for as follows:

  • Companies
  • Trusts
  • Sole traders & Partnerships
  • Self-Managed Superannuation Funds
  • GST advice and preparation of BAS statement
  • Audit of Self-Managed Super Funds and Non-Profit Organisations
  • Bookkeeping
  • Payroll Outsourcing Services
  • Business Plan, Cash Flow Forecast and Budgets
  • Incorporations of Companies, Trust, Self-Managed Super Fund
  • Registrations which include ABN, GST, Business Name
  • ASIC Corporate Affairs

Property

CDG Real Estate provide a total property service. We will work with you to develop a property plan that is suitable for your financial circumstances, risk profile and will meet your long-term objectives.

We will make recommendations based on sound research, historical data and having access to the best on market information.

Whichever form of investment you are considering, off the plan opportunities, buyer advocacy, syndication or development opportunities CDG Real Estate can provide the appropriate timely advice to minimise risk and provide the best result. 

Also, we can assist with any buying or selling transaction as CDG Real Estate has licensed Real Estate affiliates.

CDG Real Estate will advise you on the rental management of your property. This ensures that your asset is well managed and that you reap the benefit of less down time and better cost management that increases your yield.

We also offer broking services and conveyancing, that will ensure that you have access to the best rates and provide a seamless investment process.

CDG Advisors also works closely with our financial planning partner to offer our clients the most suitable and commercial financial planning advice.

CDG Real Estate are licensed estate agents with Nick Carter and Gus Trigo.

Finance

CDG Finance Solutions takes the time to understand each client’s needs, requirements and unique circumstances. With an extensive panel of more than 30 Major Bank and Non-Bank Lenders we give choice back to our clients.

CDG Finance Solutions provides service, choice, and advice to borrowers seeking finance for:

  • House, Land or Investment Property purchases
  • Re-financing of existing mortgages
  • Residential construction, renovation or extension
  • Debt consolidation
  • Investment/Business Loans
  • Self-Managed Super Funds (SMSF)
  • Commercial Property purchases
  • Vehicle & Equipment Finance

CDG Finance Solutions Pty Ltd is a credit representative (509961) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).

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Wealth

Life Money Co. recognises that wealth extends beyond financial resources to encompass family, community and ultimately time.  

Utilising a life-first strategic planning approach, we assist clients plan and execute a wealth strategy that is sustainable, affordable and tailored to meet client’s individual needs and goals.

Life Money Co. provides the following services:

  • Strategic Wealth Creation
  • Retirement Planning & Superannuation Advice
  • Investment Advice & Portfolio Management
  • Cashflow Management & Budgeting
  • Estate Planning
  • Personal & Business Risk Insurance

Life Money Co.’s Directors are also accredited Self-Managed Super Fund specialists and provide a complete suite of services for current and prospective Self-Managed Super Fund Trustees.

Our evidence-based Investment Philosophy underpins how we approach investing and how we select specific investments. Put simply, we focus on:

  • Asset Allocation
  • Diversification
  • Keeping Costs Low
  • Discipline
  • Long-Term Investing

Who We Are

The CDG Advisors group are a specialist team of experts who work collaboratively to provide clients with market-leading advice and services across Accounting, Property, Finance and Financial Planning.

Founded on the principles of Experience, Integrity, Excellence and Reliability, we take a holistic approach to building a wealth creation strategy and lifetime vision with clients, enabling them to pursue their goals with clarity and focus.

Wealth creation strategies are tailored to each client’s individual needs and objectives and we believe in clients having hands-on participation in the formulation and execution of these strategies.

We work with clients over the long-term, evolving with them as their needs change and helping them successfully navigate the ever-changing legislative and economic landscapes.

Our team

Domenic Coppola

Head of accounting & tax

Bachelor of Commerce

Accounting & Finance

Domenic is the founding partner and a director of CDG Advisors, Life Money Co., CDG Finance Solutions, and CDG Real Estate. He has 20 years of experience both at corporate level and running his own private practice.

Specialising in tax, Self Managed Superannuation Fund’s (SMSF), planning structures and cash flow management. Domenic is passionate about adding value to his client’s financial wellbeing and building a long-term relationship as a trusted advisor to the client and their family.

Domenic also specialises in advising clients on well planned and conservative wealth creation strategies that will assist the client plan, both for retirement and to protect and create a legacy for their family.

Domenic has a holistic view about his relationship with his clients. He will go out of his way to explore opportunities and advise on a broader long term strategy.

Qualifications:

  • B.Comm (Accounting & Finance)
  • Certified Practising Accountant CPA
  • Registered CPA Public Practitioner
  • Registered Tax Agent
  • Registered ASIC Agent
  • Registered SMSF Auditor
  • SMSF Specialist
  • Real Estate Property Advisor
  • Licensed Agent Representative

Agustin (Gus) Trigo

Head of Property

Licensed Real Estate Agent

LREA PIAA

Starting out in 1994, Gus was working alongside some of the best property groups in Australia.

Associating with the best builders, developers and innovators on a daily basis Gus has accumulated a vast knowledge of networks and hands on experience in all facets of the property industry including having helped many First Home Buyers, First time Investors, Sophisticated Investors & numerous Fortune 500 CEO’s attain property ownership and helping build property portfolio’s.

Gus is multi-disciplined with personal experience in House & Land purchases, Townhouse Strategies, Off The Plan Purchasing, Buyers Advocacy, Vendors Advocacy, Joint Ventures, Syndications, Property Development & sourcing and Property Management.

Advising and working with clients to build a sustainable property portfolio that will generate above average cash yields and above capital growth outcomes is the signature achievement that Gus is known for and has a proven track record of success.

Working with clients initially using an in-depth fact find that will discover needs and goals leads to developing a bespoke strategy that minimises risk, maximises leverage and satisfies the clients requirements, taking into consideration the client’s level of experience and profile and their ability to then BUILD a substantial Property Portfolio.

Gus is an expert in determining trends, providing a solution driven strategy that is holistic and not transaction driven. Gus is able to source & provide expert advice with access to off market transactions, on market buyer advocacy and syndication and development opportunities.

Gus is able to use his multi-disciplines to give his clients a substantial advantage & to ensure that the client receives the best advice supported by integrity and experience.

Jonathan Rado

Head of SMSF Audits

B Eco (Acc), DFP, GDipAppFin (SecInst) FFin

Jonathan has more than 28yrs experience in the Financial Services industry with a particular focus on investment advice, SMSF advice & associated client liaison.

Jonathan commenced his career as an Accountant in 1991. In 1993 he joined The Trust Company (ASX : TRU) in Sydney where for 7 years he worked in areas of the firm including Financial Planning, Asset Management, Internal Audit & Taxation.

In 1999 Jonathan returned to Melbourne with The Trust Co before joining a boutique financial advice firm in SAIPrivate, in 2000. Jonathan spent 9 years as an “Investment Adviser” with SAIPrivate / Peloton Private advising HNW clients (many SMSF’s) on their investments with a particular focus on ASX listed securities. In 2009, Jonathan took up a role as Investment Adviser with Morgan Wealth Management where he grew the firm’s funds under advice (FUA) more than 15%.  

In 2010 Jonathan rejoined The Trust Company in the role of “Investment Manager” in Melbourne where he managed the advice process & investments for larger value (~$1Mill – ~$50Mill) continuing Estates & Trusts including the firms “Perpetual Charitable Trusts”. Following the takeover of Trust Company in late 2013, by Perpetual (ASX : PPT), Jonathan took a role as a Portfolio Analyst with Perpetual Ltd. Jonathan has subsequently worked in retail Superannuation with a particular focus on client education, one area he is passionate about.

Formal Education:

  • B.Eco (Accounting) – via Monash University
  • Grad Diploma Appl Finance & Investment – via FINSIA (now part of Kaplan Education)
  • Dipl Financial Planning – via Monarch Institute (RG146 compliant via Monarch Institute)

Prof Affiliations:

  • Fellow of FINSIA (F FIN)

Adam Faulkner

Senior Advisor

Authorised Representative 392549

BCom CFP

Adam is Life Money Co’s Managing Director and a Senior Advisor.

Adam has worked for over 12 years in financial planning, working for a number of reputable planning firms. In 2019, Adam purchased Money Management Masters, rebranding the business to Life Money Co.

What drives Adam is simple: “What motivates me is helping people to exceed their own expectations. Getting your financial house in order means that you can focus on the more important things in life.”

Outside of work, Adam and his wife Annabel have two children and live on Sydney’s leafy lower North Shore. They like taking regular breaks from the city and heading into the country. Adam’s also partial to a craft beer and a good wine and has a keen interest in flying…but not combining the two hobbies together!

Daniel Ko

Financial Planner

Authorised Representative 1241409

Daniel is an accredited Financial Planner and has worked in the industry for 10 years. 

He’s taken a keen interest in helping our clients to grow their wealth and understands the needs of a younger generation.

Daniel’s philosophy towards managing your finances is heavily based on achieving your goals: “We have so many important goals in our lives, whether it be getting married, looking after our families or spending time with our friends. Unfortunately financial matters often get in the way – I want to remove this stress from our clients so they can focus on actually enjoying life, instead of counting beans.”

Outside of Life Money Co, Daniel is an active individual, with a passion for archery and Jiu Jitsu. He’s also a gun in the kitchen, with a particular interest in making his own jerky recipes.

David Grech

Financial Planner

Authorised Representative 1268049

David is an accredited Financial Planner and has worked in the industry for over 3 years.

He’s taken a keen interest in understanding what drives our clients and how he can help a younger generation obtain financial freedom.

David’s motivation comes from seeing his clients succeed: “I’m driven to create financial freedom for my clients. It’s always exciting to help them to fulfil life long dreams and goals without the need or worry of financial instability.”
 
Outside of Life Money Co, David is an adrenaline junkie, with a passion for football (soccer) and snowboarding. He is also a lover of all carb-based foods!

Our businesses

We can help you

The first step is to pick up the phone and call us for a chat. 

03 9587 9508

Melbourne Address

Building 1, Floor 2, Office 206
210 Boundary Road Braeside Vic 3195

Opening hours

Monday to Friday
9:00am - 5:00pm

Sydney Address

Level 2, 50 Yeo Street
Neutral Bay, NSW 2089

Mailing Address

PO Box 520
Bentleigh Victoria 3204

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