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)
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
• 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
Arthur Kyriacou
Senior Financial Adviser
Arthur Kyriacou is a Financial Adviser, an Authorised Representative of Lifespan Financial Planning Pty Ltd (Lifespan) and a director of Acro Financial Services Pty Ltd, a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd.
Career Highlights:
Arthur has worked in the financial services industry since 1989 and became an adviser of Professional Investment Services on 23 August 2005. Arthur then transitioned over to Lifespan Financial Planning on the 1 February 2023.
Arthur also completed the below education.
• Advanced Diploma in Financial Planning at Deakin University in Victoria in the year 2000.
• SMSF Specialist Pathway Program in 2007 which means he is now an accredited Self-Managed Super Fund (SMSF) Specialist.
• ASX Accredited Listed Products Adviser Course in 2009 which means he can provide advice on ASX Securities on the Share Market.
• Margin Lending and Geared Investments in 2011
Arthur completes continuing Professional Education as a Financial Adviser to constantly update his skills in the Financial Planning Industry.
He will act in your best interests at all times and he is bound by law and the Lifespan Financial Planning Code of Conduct. He is committed to providing you with quality financial advice and a wide choice of products and /or services to suit your individual circumstances.
• 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
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
© 2023 Acro Wealth Management