We have been providing Accounting and Financial Planning advice to clients for over 25 years. Our professional leadership and advice team have many years of experience across a wide range of areas including Accounting, Tax, Financial Planning, Finance Advice, Business Advice, Superannuation, Investments, Personal Protection, Business Leadership, Strategy and Estate Planning.
The unique insights we have developed over the years, provides us with the unrivalled ability to deliver effective advice and guidance to our clients, whether businesses, business owners, families or individuals across all parts of their lifecycle, including establishment, growth and effective ongoing management in retirement.
Our advice journey started back in 1989 when one of our Directors, Scott Kirkwood formed a financial services advice practice which quickly became one of Adelaide’s top quality advice businesses.  In 1996, our Director of Accounting and Tax, Tony Taormina opened an Accounting practice to provide business owners with Accounting, Tax and Business advice.  Many of our clients today date back to that era and we have advised them over the last 25 years as they have transitioned through various stages of their personal and business lives with us as their financial advice or accounting advisers.
We formed Caveo Partners in 2014 after significant research and in response to client feedback that supported the need for “Integrated Advice” as well as to focus completely on the needs and goals of our clients.
In July 2016 we merged with VCA Accountants, a long established tax and accounting firm providing business and tax advice to a broad range of businesses in South Australia as well as interstate. VCA Accounting was formed in 2006 by one of our Directors of Accounting Tax and Business Advice, Vincent Cavaleri. VCA also provided clients with access to quality finance, bookkeeping, financial planning and legal advice services.
In February 2017, Caveo Partners Legal was formed to provide quality legal advice to clients in the areas of, wills, estate planning, commercial and business law.
Today, our qualified team of advice professionals includes Certified Practicing Accountants, Certified Financial Planners and Chartered Tax Advisers, most with over 20 years of advice experience and expertise.
We are also a Professional Practice of the Financial Planning Association of Australia and adhere to the highest possible standards when providing Accounting, Business or Financial Advice. Caveo Partners Legal is an authorised legal firm and a member of the Law Society of South Australia.