Daniel Sullivan Email & Phone Number

When you become a client of Maxim, we review your whole financial picture. We provide expert advice on business strategy and tax structuring. Our goal is to help you win through over future decades to the financial independence you’re working towards. You’ll appreciate the opportunity to call on our complementary services. These cover taxation, financial planning, home mortgages, business finance and personal insurance, meeting all of your financial needs.I do that by meeting them regularly at their businesses to discuss issues, advise them and keep their financial strategy on trackYou rightly expect keen service from your accountant, and prompt response to your needs. That’s why we’ve removed hierarchy from the structure of our firm. You deal directly with a knowledgeable and experienced relationship manager who has the latest IT tools to keep constantly in touch with you. We’re on your case: At Maxim, you’re never delegated to an office junior. Your relationship manager is a highly capable accountant who stays with you throughout the engagement, taking a close and continuing interest in the success of your business.The expertise you need: To serve you best, our relationship managers continuously add skills to their chartered accountancy qualifications, throughout their careers. They’re trained in such areas as taxation and financial planning. That enables us to meet your accounting and financial requirements across the board. We provide the advice you need on wealth-building, investment, superannuation, home mortgages, personal insurance, and risk.Valuable skills transfer: Your relationship manager visits regularly and works closely with you to improve your financial reporting, saving you time and money. We don’t repeatedly perform the same tasks for you. Instead we train your staff and build their self-reliance. This frees you to focus efficiently on achieving your strategic business goals

Listed skills include Finance, Financial Reporting, Accounting, Business Strategy, and 5 others.