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RIA · CRD 166496State-Registered Investment Adviser

Updated:

MS Financial Services, LLC

MS Financial Services is an accounting and bookkeeping firm focused on giving clients clarity, confidence, and strategy to grow. The firm works with small...

Overview

MS Financial Services is an accounting and bookkeeping firm focused on giving clients clarity, confidence, and strategy to grow. The firm works with small and medium businesses, property investors, start-ups, and high net worth individuals on tax, compliance, and tailored advice. Services include accounting and bookkeeping, cloud and technology solutions, tax and compliance, business advisory, SMSF solutions, virtual CFO and financial management, and lending and finance.

General information

Firm type

RIA

Location

Country

Australia

City

Niddrie

Principals

Madhav Ghimire CA

Director

Suraj Poudel CA

Director

Madhav Ghimire CA

Australian Chartered Accountant and Registered Tax Agent

Suraj Poudel CA

Australian Chartered Accountant and licensed Mortgage Broker

Sector focus

Medical & Allied Health

Frequently asked questions

Who runs investment decisions at MS Financial Services, LLC?

Public records do not name any specific individual leading investment decisions for MS Financial Services, LLC. The firm has not disclosed its management team or investment committee structure. Without a named operator, the governance model remains unverifiable.

What is the wealth origin behind MS Financial Services, LLC?

The source of wealth for MS Financial Services, LLC is not publicly disclosed. No family name, fortune source, or corporate predecessor is mentioned in available records. The firm's private nature means this information is not accessible without direct inquiry.

Does MS Financial Services, LLC participate in direct deals or fund commitments?

MS Financial Services, LLC has not publicly reported any direct investments or fund commitments. No deal activity, co-investments, or portfolio companies are documented in open sources. Its investment approach is unknown from public data.

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