Who are we?

Alavia Financial Services (AFS) has been taking great pride to offer a full taxation services, accounting and SMSF Audit service to a large range of clients from individuals, partnerships, trusts, SMEs and Non-profit Organisation. It has become one of the most respected firms in Victoria, advising our clients in how to gain flexibility in structuring and restructuring entities in the most tax effective way. Unlike most Tax Agents, we combine the benefits of our chartered accounting, advance taxation techniques and SMSF auditing knowledge to ensure that our clients maximise their tax savings in accordance to ATO compliance.

Why choose us?

We are registered Tax Agents with degree qualified accountants, ASIC approved SMSF auditors and CPA and IPA accredited. It is imperative to think beyond the cheapest option and think about value that you will be getting from our professional services that go beyond mere number-crunching. Of course, we provide our clients with on-time advice, timely reporting, meeting due dates, compliance with legislation and ATO. But we go beyond compliance.

Mission

We are endeavour to help our clients prosper by providing them optimal business solutions with high added value, tailored accounting, taxation services and SMSF advise in a professional and timely manner. Our ultimate ambition is to assist our clients to achieve their financial goals and protect their assets in today’s challenging economic environment.

Vision

Consistently exceeding our clients’ expectation through enduring relationships that built on genuine understanding and trust.

Expert advice you can trust

Our desire for delivering personal service and hands-on advice is reinforced by our commitment to assist clients attain their financial goals. We recruit the finest and the brightest who strive to deliver the best possible outcomes for our clients, so you can feel confident that you have a highly experienced and trusted team helping you manage your financial affairs.

Sohail Merchant

Sohail Merchant is the Executive Chairman of Alavia Financial Services. He is one of Australia’s foremost experts in the areas of tax, SMSF, superannuation and advise on business finances and he has been providing trusted advice to thousands of personal clients over more than 18 years. Before establishing his own consulting firm, he worked in leading organisations as a Director, Treasurer, Senior Consultant and Senior Accountant, where he has undertaken a large number of consultancies for diverse range of clients covering the public, private and voluntary not-for-profit entities. At the heart of Alavia Financial Services, Sohail is committed to focus on putting in place the right structure (from a tax point of view) and having strategies that work on a practical level to maximise clients’ wealth, without taking on unnecessary risk. Sohail says, “The ethics of AFS is undeniable and the integrity that we operate to is of the highest standard. The entire team is genuinely committed to supporting clients, which means we develop relationships built on trust and confidence”.

Sakina Zubair

Sakina Zubair is driven by efficiency and has empathetic approach. With this in mind, she aims to partner with clients, helping them achieving their financial goals through technically accurate and legitimately tax-effective way while ensuring their assets protection. She holds dual Master degrees in Professional Accounting & International Finance from Deakin University, Melbourne. She also graduated with a combined degree Bachelor of Commerce & Bachelor of Business Administration (Hons)- majoring in Finance & Accounting, from University of Westminster, London. Furthermore, she is CPA Associate with substantial experience working with individuals and companies for more than 12 years in a diverse range of industries in Australia and other countries. Sakina lived and worked in London till 2011, where she has gained in depth knowledge and expertise, particularly in the areas of tax planning and business strategies, finance and management. Away from work, she enjoys time with her family and friends, enjoying travelling and sports. She is a vigorous thinker looking to modify the stereotypical accounting persona.

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