• Our Company
  • Our Corporate Statements
  • Our Team
  • Our Reviews
Our Company
Your trusted financial planning adviser

Our goal is to be your trusted adviser in your individual financial planning journey

Acro Wealth Management was established in 2016 as a sister company to Acro Accounting & Financial Planning (established in 2003). With a large need from clients for assistance with their personal finance matters, a separate service was created to focus efforts and better assist with our valued clients' individual situations.

Acro Wealth Management is a group of finance experts, trusted advisers, and accountants led by Mohammed Saheed FCPA, CTA, FIPA, MPA, AFP®, DFS (FP). Our team is committed to helping our clients secure a better future through personalised advice in financial planning.

Our Corporate Statements

Our Vision

To be the leader in financial planning industry, promoting sustainable and feasible strategies to our clients through our expertise in financial consultancy services while creating a better financial environment that motivates our clients to have a prosperous life and a secured future

Our Mission

Dedicated in providing excellent individual financial planning solution, with the pledge of giving satisfaction, opportunity and wealth to our clients through our holistic financial planning strategies and highly professional approaches

Our Values

  • Professional
  • Responsibility
  • Honesty and Integrity
  • Proactive and Forward Thinking
  • Quality and Timely Service
  • Innovative and Dynamic
  • Teamwork
  • One Stop Solution (Catering to All Financial and Estate Planning Requirements)
Our Team
Your trusted financial planning adviser

MOHAMMED SAHEED

Founder & Managing Director

FCPA, CTA, FIPA, MPA, AFP®, DFS (FP)

Senior Financial Adviser

View Credentials

As the Founder and Managing Director of Acro Wealth Management, Mohammed fulfills many other roles than just a trusted financial planning adviser, including mentor, tax and accounting expert, business adviser etc. Mohammed is a passionate financial adviser, thought leader and advocate for the industry. He is an expert in providing strategic advice to ensure his clients are building and protecting their wealth in the most effective manner.

Career Highlights:

With over 25 years' experience as an accountant and 15 years as a qualified financial adviser, Mohammed has been able to develop the expertise required to provide personalised advice, no matter how complex your circumstance may be. Whether it is retirement planning, tax minimisation strategies, investment or insurance advice, you can be rest assured that Mohammed will effectively address your needs. In 2016, Mohammed founded Acro Financial Services Pty Ltd trading as Acro Wealth Management as a sister practice to Acro Accounting & Financial Planning. With large need from clients for assistance with their personal finance matters, a separate, dedicated service was created to focus efforts and better assist with our valued clients' individuals' situations. Mohammed holds a master's degree in Professional Accounting and Diploma in Financial Services (Financial Planning) and is a member of the following professional organisations:

• CPA Australia – Fellow CPA; Public Practice Certificate Holder

• Authorised Representative of Lifespan Financial Planning Ltd – AFSL 229892

• FPA Australia Member – Financial Planner AFP®

• Registered Tax Agent

• Taxation Institute of Australia

• Institute of Public Accountants

• National Tax & Accountants Association

View Specialisation

• SMSF Advice

• Superannuation & Retirement Planning

• Tax Minimisation Strategies

• Cash Flow & Budgeting

• Investment Advice

• Debt Management

• Life Insurance Covers

• Centrelink & Age Pension Advice

• Estate Planning

Your trusted financial planning adviser

QAIS KHAN

B.Com (Accounting & Financial Planning)

Associate Adviser

View Credentials

Qais has recently joined the team at Acro Wealth Management in 2020. Qais is a reliable and astute Associate Adviser, working alongside our Principal Adviser, Mohammed Saheed, and enjoys providing a high level of client service.

Qais has recently completed a Bachelor of Commerce with majors in Accounting and Financial Planning. He has aspirations to complete his Certified Financial Planner (CFP) Certification.

Qais is committed in continuing his professional development through further study, experience and exposure in the Financial Services Industry.

Our Reviews
Your trusted financial planning adviser
Acro Wealth Management
5.0
Based on 11 reviews
powered by Google
Suzanne Cavanagh
Suzanne Cavanagh
04:12 26 Oct 20
Have been with Acro accounting for 12years they're so professional compassionate and nothing is to much trouble. ... They're now also supporting and managing our portfolio and it hasn't been easy but they have taken the stress out of it all and have made it enjoyable. Throughly recommend the team.read more
Qais Khan
Qais Khan
02:06 07 Jul 20
Professional, trusted and proactive advisers that ensure that the best interest of their clients are their utmost... priority. Highly Recommended.read more
Mohammed Rafiq
Mohammed Rafiq
08:45 13 May 20
Acro provide us with great service in regards to Transitional Retirement to Income Streams (TRIS)
Varma Devi Enterprises
Varma Devi Enterprises
10:29 20 Mar 20
We are associated with Acro smsf and financial services for over two years.This company is highly recommended for its... professional, reliable and prompt services as they are always available and willing to reach out to assist in every little possible ways one can think of, whether it’s a business or for an individuals.This review is earned by the hard working staff of Acro SMSF & Financial Services for their excellent services, great ideas and work ethics.read more
thaney hagehassan
thaney hagehassan
10:16 18 Mar 20
I cannot fault Acro Accounting and Financial services. From making an appointment to discussing how to improve our... business financially. I have never met a team like Acro. The team go beyond their means to make sure your comfortable and happy with the end result. They treat you with kindness respect and integrity. Acro has no faults they have won me over. A company that is honest is rare to find.Kindness is another asset for this company. I recommend to future friends and family. It's nice to see a company with old fashioned values. Good luck Acro Accounting I hope you keep growing.read more
See All Reviews

Your trusted financial planning adviser

Monday – Friday, 8am – 5pm AEST

Saturday, 9am – 12pm AEST (Appointment only)

Our Certification and Technology Partners

CONTACT US

Portal Office Park Unit 5A, 2994 Logan Rd

Cnr Lexington Rd, Underwood QLD 4119

P.O. Box 1147, Springwood QLD 4127

Mon-Fri, 8am-5pm

Sat, 9am-12pm (Appointment only)

YODAL LINKS

DISCLAIMERS

Legal Advice Disclaimer

The information on this website is of a general nature only and has been prepared without taking into account your particular objectives, financial situation or needs.

Before selecting any product or service or acting on any advice you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.

If any information in this publication relates to a particular product or service you should obtain any relevant disclosure statement for that product or service before making a decision about whether to acquire the product or service.

Liability limited by a scheme approved under Professional Standards Legislations.

Corporate Authorisation Representative

Mohammed Saheed (308525) and Acro Financial Services Pty Ltd t/a Acro Wealth Management (1246594) are Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735, AFSL No. 229892, ACL No. 229892, Level 23, 25 Bligh Street, SYDNEY NSW 2000

Acro Wealth Management - Financial Planning (Personalised Advice)

© 2021 Acro Wealth Management