Real Solutions

At Arnold Stevens Finlay we are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements.


Client Testimonials

I attended FinSavvy for her and would recommend it to anyone. It empowers women by providing them with the tools and knowledge needed to manage their finances and secure their future. As a full time student earning a lot of money, FinSavvy for her was most valuable for the tips on budgeting and saving that can help me make the most of the money i have now. Not only that, but i am aware of ways in which i can make my money work for me when i am earning more.
The environment was casual and friendly so it felt more like women sitting around having a chat. The passion Catherine and Thao had for FinSavvy was infectious and i couldn't help but find myself getting interested in my finances and wanting to know more. I wouldn't hesitate to trust them with my money. 

Rachel Botting - FinSavvy for Her workshop

 FinSavvy for Her was an informative program which educated our group on the financial management & opportunities throughout our lives. It has given me an awareness of what to implement and when. Catherine & Thao are extremely knowledgable and welcoming and bring a wealth of knowledge to the program. I am excited for the next program.

Robyn Micallef - FinSavvy for Her workshop 

The FinSavvy for Her program has been the most valuable seminar I have attended in a lifetime (other than my prenatal classes - teehee!). It has given me knowledge i never knew about, but wish i had been given the opportunity earlier. The program itself was presented in a STEP by STEP, easy to understand way. Some concepts were confronting but were delivered with sensitivity and reassurance. Many thanks for a fun & informative weekend.

Danielle Silva - FinSavvy for Her workshop

This course was AMAZING! Whilst i am only 23 years of age and don't have many assets to my name, it was eye opening to see steps I can put in place now and in the future that will help me throughout my life.

Leigh-Anne Botting - FinSavvy for Her workshop

We are happy to provide feedback on our experience as audit clients of Arnold Stevens Finlay over five years - since a change of major shareholder occurred in 2006.

We are a medium size enterprise trading within Australia with export customers in Europe and Asia and also trading with associated companies in Italy and the USA. Our major shareholder is a USA Venture Capital fund who requires quarterly reporting that complies with United States reporting requirements.

Our annual statutory accounts meets Australian standards  and require further disclosure to support higher level consolidation at the american end.

We have been fortunate to be looked after by Sharma Balram - Audit Partner from Arnold Stevens Finlay. He has dealt with all the complications arising from the two levels of reporting standards within the time constraints.

We are happy to recommend their firm.

John Gooley - Finance Manager, Vital Diagnostics 

I have been a client of Arnold Stevens Finlay since my retirement in 2007. Catherine Stewart has been very approachable, giving sound advice on a regular basis. I am pleased that this advice had produced very good results in difficult economic times.
Thank you Catherine!"

Carole Marshall - Sans Souci

I would like to bring to the notice of the CEO of your company, the manner in which Gerry Farlanga has carried out his duties towards all of my taxation returns over the many years I have been associated with this person.

Gerry in my opinion is most efficient, dedicated and well respected member of your organisation. Nothing is too much of a problem for Gerry and he has always assisted me on any problems or advice I have incurred in the past. He is most polite and courteous in his manner and behaviour and I can assure the organisation that Gerry is an expert in his field of duties. I will continue to remain a loyal customer to your company.

Clive Lammiman Baulkham Hills

I have been a client of Arnold Stevens Finlay since the company's beginning. Prior to that, I was a client of Steve Rubner who was also my parent's accountant.

Arnold Stevens Finlay advises on all of my investment strategies as well as handles my tax affairs. The convenience of a one stop shop for all my money matters is a plus, plus, plus.

The team is customer focused on all aspects. A "nothing is a problem" attitude is a rarity in business these days and I find they always advise and follow up on all issues raised. Over the years I have recommended ASF to family, friends and colleagues, none of which have regretted the experience or the change.

Bob Berg – Croydon Park

 Your staff are very efficient and they perform in a professional manner. Thank you for your excellence service.

Specialised Architectural Engineering Pty Ltd – Smithfield

A pleasure to do business with.

 Jeff Conroy – Blue Mountains

I would like to say thank you for the personal attention that you have given to me over the many years. The assistance that Gerry has given to myself and my staff is without a doubt well above what would normally be expected.

After managing our business for over 40 years, we entered new territory in buying and selling properties and complying with a local council order to remediate a contaminated site. The assistance that Gerry gave me over this extremely difficult and stressful period, not only saved us a substantial amount of money, but he was always only a telephone call away for advice which at times was not of a financial matter.

Probably the most significant achievements by ASF was in dealing with the ATO over an "Application for a private ruling". This application was initially rejected by the ATO, which was going to result in us being subjected to a large taxation cost. After considering the points put forward by the ATO in rejecting this application, Gerry and Anne went back to them and achieved what is deemed to be impossibility. i.e. to get the ATO to reverse a ruling.

Now that we are retired, it gives us great pleasure and confidence, knowing that our investments are being managed by such a great team.

Bob and Judy James

Catherine Stewart was highly recommended to me through a close friend. I had tried several other financial planning institutions which were also recommended, and found the difference between them vast.  My poor self managed fund was going nowhere until I found someone that I could talk to and feel they were really looking out for my best interests.

When  I met Catherine, firstly on the phone, she returned my call  the same afternoon . (I was impressed)   I found her extremely personable and helpful.  Catherine made herself available to see me early in the morning as not to disrupt my  workday.  Nothing was too much effort.

On meeting Catherine I certainly was not disappointed and found Catherine and her colleague Thao, warm, friendly and able to take all the unknown scary bits out of my finances.

Catherine sat and listened to what my needs and my husbands needs were for the future. We sat and discussed various scenarios in depth  and came up with the plan that we were all comfortable with.  The whole time whilst we were amalgamating funds  and transferring various assets  Catherine kept us informed at all times, if there were any hiccups I didn't have to concern myself as Catherine was always on top of everything and sending constant progress reports. 

I had unexpectedly decided to leave work for a while so Catherine helped with a Plan B ( finding additional funds ) as I had a wedding to pay for.  All turned out beautifully and I was not concerned about anything the whole time.

I would like to say in closing that if we had more approachable, friendly planners  that create a relationship, a bond and a trust with their clients like Catherine has with me the industry  would be much better for it.

Larissa Rapisardi

Sydney Office
Level 6, 189 Kent Street
Sydney NSW 2000
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Parramatta Office
Level 4, 470 Church Street
North Parramatta NSW 2151
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PO Box 2588
North Parramatta NSW 1750

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T: +61 (02) 9890 2555

F: +61 (02) 9890 4099

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