Chartered Accountants · Established 1998
Strategic financial
leadership.
Trusted advisors to high-net-worth individuals, family offices, and established businesses across Australia for over 25 years.
Arrange a Meeting
Chartered Accountants · Established 1998
Trusted advisors to high-net-worth individuals, family offices, and established businesses across Australia for over 25 years.
Arrange a MeetingSpecialisations
Complex entity structures, discretionary and hybrid trusts, international tax planning, and Division 7A management for optimal outcomes.
Superannuation strategy, investment structuring, estate planning, and intergenerational wealth transfer for high-net-worth families.
Exit planning, independent valuations, management buyouts, and transition strategies for established business owners.
Independent financial audits, due diligence investigations, forensic accounting, and expert witness services for litigation support.
Philosophy
For over 25 years, Sterling & Associates has provided discreet, personalised financial counsel to clients who demand the highest level of expertise and attention.
We deliberately limit our client base to ensure every engagement receives partner-level involvement. This is not a volume practice — it is a relationship practice built on trust, discretion, and measurable results.
Client Assets Under Advisory
Years of Service
Client Retention Rate
Leadership
Managing Partner, FCA
30 years in tax structuring and wealth advisory. Fellow of Chartered Accountants ANZ. Former Big Four partner.
Tax Partner, CA
Specialist in international tax, family trusts, and cross-border structuring. Fluent in Mandarin and Cantonese.
Advisory Partner, CPA
Business succession and M&A specialist. Has facilitated over $800M in business transactions across the private sector.
Private Enquiry
We welcome enquiries from individuals and businesses seeking sophisticated financial guidance. All communications are handled with complete discretion.
Level 30, 101 Collins Street
Melbourne VIC 3000
(03) 9620 1998
By appointment only