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.
MOHAMMED SAHEED
Founder & Managing Director
FCPA, CTA, FIPA, MPA, AFP®, DFS (FP)
Senior Financial Adviser
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
• SMSF Advice
• Superannuation & Retirement Planning
• Tax Minimisation Strategies
• Cash Flow & Budgeting
• Investment Advice
• Debt Management
• Life Insurance Covers
• Centrelink & Age Pension Advice
• Estate Planning
QAIS KHAN
B.Com (Accounting & Financial Planning)
Associate Adviser
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.
Your trusted financial planning adviser
Monday – Friday, 8am – 5pm AEST
Saturday, 9am – 12pm AEST (Appointment only)
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DISCLAIMERS
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.
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
© 2021 Acro Wealth Management