About Us 

  

Trafalgar Financial is a fast evolving group of established accounting and tax practices. In 2009, Steve Duckham (CEO) embarked on a quest to find successful, established accountancy practices in Perth and bring them into the Trafalgar group. Drawing on and sharing in a greater pool of expertise, we aim   to deliver exceptional services to our clients. The practices that now form the Trafalgar Financial group have been in operation for many years and are equipped with high calibre professionals, across a range of services. Trafalgar Financial aims, to continue to expand this group Australia wide, and embrace practices that have high standards of work, and ethics that will compliment, and enhance Trafalgar Financial in all aspects of business services.

Currently, Trafalgar Financial consists of four Accounting and Tax practices and a Financial Planning company, all located within the Perth Metropolitan area and a branch office in Collie. 

Each practice within the Trafalgar Financial group, whilst operating independently and retaining its existing culture is guided and supported by Trafalgar Financial management .  Time refined and proven method’s are respected, and by sharing the “best practices” within the group we build on and strengthen these valuable structures.

Trafalgar Financial will strive to continue the development of all its Practices and enhance already established operations, making changes only when necessary in order to provide a superior service to our clients.  At Trafalgar Financial we provide a service that is fully comprehensive and we always look for optimal solutions for our clients.

At Trafalgar Financial, staff satisfaction and professional development is paramount. We employ a "People first" policy with both staff and client matters.

Our staff are considered to be very valuable assets and their well being is important to us. We strive to create warm and friendly environments in which best work practises and personal excellence is encouraged. We believe in encouraging our staff to be well equipped to provide our clients with a high level of expertise in all aspects of their tasks. We encourage and nurture training and education programmes that continue to update and improve skills, competency’s and maintain current working knowledge of laws and legislation in order to deliver the best possible service to our clients.

Mission Statement

At Trafalgar Financial we provide expert business services,  innovative and strategic advice. Our aim is for our clients to “realize their financial goals by preserving their wealth, and helping them create more”. 

We support our team’s professional wellbeing and promote personal fulfilment by encouraging individuals to strive for excellence and providing the opportunities and training to assist their development.

We pride ourselves on establishing long lasting relationships built on trust.

  

 

  

 

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