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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 Property Group 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 Property Group 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 Property Group has licensed Real Estate affiliates.

CDG Property Group 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.

Wealth

CDG Wealth recognizes 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.

CDG Wealth provides the following services:

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

CDG Wealth’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

Download our:

CDG Wealth Pty Ltd ABN 43 158 626 325, Corporate Authorised Representative No. 1243665 of Capstone Financial Planning Pty Ltd ABN 24 093 733 969 AFSL No. 223135. Registered Office: Level 14, 461 Bourke Street Melbourne Vic 3000

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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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 super & audits

Bachelor of Commerce

Accounting & Finance

Domenic is the founding partner and a director of CDG Advisors, CDG Wealth, CDG Finance Solutions, and CDG Property Group. 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
  • Financial Advisor (Limited)
  • Real Estate Property Advisor
  • Licensed Agent Representative

Peter Brien

Head of ACcounting & Tax

Bachelor of Commerce

BBus(FinPlan)

Peter is head of Accounting and Tax and has many years of experience in tax accounting and client services having worked for more than 30 years in both Chartered and Public accounting practices.

From 2003 he has worked predominantly in providing financial advice whilst occasionally assisting with accounting requirements of his clients. He was a member of the Financial Planning Association until June 2015.

The emphasis of his advice related to superannuation and retirement planning and tax-effective investing for high income/high net worth clients.

He was a part owner in SAIPrivate/Peloton which was merged with Lachlan Partners in late 2010. Over the past eighteen months Peter has assisted with administration of Self-Managed Superannuation Funds.

Peter has previously been a consultant to clients on a wide range of subjects relating to taxation, retirement and estate planning, insurance and business related matters.

 He has experience with clients in the medical and dental professions as well as larger builders and trade businesses.

Peter has been a consultant over the past 5 years and is now head of Accounting and Taxation, offering his general experience to CDG entities and other business associates.

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.

Tim Chisholm

Head of Wealth & Finance

Bachelor of Commerce

Finance, Financial Planning, Commercial Law

Tim has worked in the Financial Planning industry for over 10 years and has a broad range of experience gained from working in boutique advisory firms and also in a national Private Wealth institution.

He is passionate about engaging with clients in a transparent and consultative manner and enjoys demystifying complex areas, enabling his clients to take advantage of market-leading strategies and solutions.

Tim’s relationship-driven approach allows him to build long-term meaningful relationships with clients and assist them in attaining their financial and lifestyle goals.

Tim is an ASIC Authorised Representative No.1001695 and a Sub-Authorised Representative of CDG Wealth Pty Ltd, Corporate Authorised Representative No. 1243665 of Capstone Financial Planning Pty Ltd AFSL 223135.

Qualifications:

  • Bachelor of Commerce (Finance, Financial Planning, Commercial Law)
  • Graduate Diploma of Financial Planning
  • SMSF Specialist Advisor
  • CERTIFIED FINANCIAL PLANNER®

Timothy Chisholm is a credit representative (510040) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).

Our businesses

CDG Wealth’s My Prosperity portal is an easy to use online platform that helps you keep track of your whole financial world.

  • Enjoy having all your accounts in one place – credit cards, bank accounts, home loans, investment loans and more
  • Utilise a broad range of real-time data feeds including property, superannuation, investments and cars – anywhere, any time, on any device
  • Connect with your financial professional with one-click access to their full range of professional services
  • Manage your finances on the go with a fully supported mobile phone app
  • Take control of your cash flow with automatic categorisation of your income and expenses
  • Make tax time easy by storing all your financial data, including transaction receipts and documents, securely online.

We can help you

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

03 9587 9508

Opening hours

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

Address

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

Mailing Address

PO Box 520
Bentleigh Victoria 3204

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