THE COMPANY

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

Acro Wealth Management was established in 2017 as a sister company to Acro Accounting & Financial Planning (established 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 and accountants led by Mohammed Saheed (FCPA, CTA, FIPA, MPA, DFS (FP)). Our team is committed to helping our clients secure a better future through personalised advice and customised plans.



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

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



THE PEOPLE

Meet the team

Mohammed Saheed of Acro Wealth Management

Specialisation:

  • Individuals
  • Small & Medium Business Enterprises
  • Medical Practices, GP’s & Specialists
  • Real Estate & Construction
  • Retail/ Wholesale
  • Distribution/Manufacturing
  • Non-profit organizations
  • Litigation Support
  • Liaising with ATO for audit and review

MOHAMMED SAHEED

Founder & Director

FCPA, CTA, FIPA, MPA, DFS (FP)

Financial Adviser

As the Founder and Director of Acro Accounting & Financial Planning, Mohammed fulfills many other roles, including mentor, tax and accounting expert, financial advisor, business advisors, etc. Mohammed is a passionate accountant, thought leader and advocate for the industry. He is an expert in leveraging the power of technology and the cloud to deliver real results.

Career Highlights:

Mohammed has over 25 years’ experience in public practice and has specific expertise in business structuring, asset protection, succession planning, cloud accounting and comprehensive tax advice and planning.

In 2004, Mohammed founded Tax Solutions (Australia) Pty Ltd trading as Acro Accounting & Financial Planning (AAFP) and has been successfully operating since, providing professional accounting, taxation and financial planning services to businesses and individuals in Australia and overseas.

Mohammed holds a Master’s degree in Professional Accounting and Diploma in Financial Services (Financial Planning) and a member of the following professional organisations:

  • CPA Australia – Fellow CPA; Public Practice Certificate Holder
  • Authorised Representative of Lifespan Financial Planning Pty Ltd – AFSL 229892
  • Registered Tax Agent
  • Taxation Institute of Australia
  • Institute of Public Accountants and
  • National Tax & Accountants Association.
Qais Khan of Acro Wealth Management

QAIS KHAN

B.Com (Accounting & Financial Planning)

Associate Adviser

Qais has recently joined the team at Acro Accounting & Financial Planning 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.

THE WORK

Our Process

Withdrawal Advice on Acro Wealth Management

Complimentary Consultation

Cash Flow and Budgeting

Assessing your Financial Situation

Super Fund Advice on Acro Wealth Management

Preparing and Presenting your Financial Plan

Contact Us at Acro Wealth Management

Ongoing Support

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IMPORTANT NOTICE: 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. 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.

© 2020 Acro Wealth Management

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