Aperio Financial Services Pty Ltd - Fitzroy (VIC)

5 /5 Max Emails: I’ve had an outstanding experience with Aperio. Their team is professional, knowledgeable, and genuinely committed to helping clients achieve financial clarity and long-term success. From tailored financial advice to seamless tax planning, everything was handled with care and precision. They took the time to understand my unique goals and provided clear, actionable guidance that made a real difference. I feel confident and in control of my finances thanks to their expertise. Highly recommend Aperio to anyone looking for trusted financial advisors and tax specialists!

1 /5 T N: I have never left a bad review for anyone but I want to warn others to be very careful trusting these people. I did and it has cost me thousands of dollars and an absolute headache to clean-up. They ‘forgot’ to do my SMSF tax so my employer couldn’t pay my super after being chased by ASIC. If it sounds too good to be true, it is. Ask where your money is being invested and keep asking until you find out the details and who owns the company/companies. If I didn’t follow my ‘gut’ and go elsewhere for a second opinion, I would have ended up on a Current Affair in a few years time. My best interests were absolutely not looked after and I lost a lot of money.

5 /5 Roma De Lange: Serhan and his team have been a blessing to my business and for my investment goals. He setup my family trust, is across my business and home loans. So knowledgeable and always contactable. My mind is at ease! We have recommended him to many family and friends and they are also very happy with his advice and services!

5 /5 Daniel Di Vito: We are coming onto 5 years now that we have been dealing with Serhan and the Aperio crew and I can honestly say we have become somewhat of a family! We have aperio to thank for getting us into our dream family home, having purchased multiple well-performing investment properties (inside and out of super). Aperio have even generously sponsored our local sporting club. Which is testament to the family environment that Aperio builds with its clients. Serhan and the Aperio crew are very friendly, professional, business savvy and absolute experts in the field. A clear #1 in business! So I can definitely recommend Aperio and their services! I wouldn’t trust anyone else with my families future! Cheers to many more years of partnership and success!

5 /5 Ben Hadlos: Serhan is a professional in handling my financial matters. He has help me and my wife to prepare for retirement, along with proper management of my investment portfolio. Thank you for your help mate! Highly recommended.