Yan Financial is a Chartered Accounting practice dedicated to helping individuals and small businesses build stronger financial foundations.
Founded by Thomas Lo CA, a member of Chartered Accountants Australia & New Zealand (CA ANZ), the firm combines deep technical expertise with a practical, client-first approach. With years of experience in private equity, fund accounting, and financial advisory, Thomas brings corporate-level financial discipline to everyday businesses. Whether you’re a start-up, a growing company, or an individual seeking smarter tax planning outcomes, Yan Financial delivers clear, dependable advice you can act on with confidence.

We provide comprehensive business consulting and full-service business solutions to small businesses, including accounts payable and receivable management, bank reconciliations, and financial reporting. Our team is ready to assist you with day-to-day business operation, ensuring your finances are organized and your business runs smoothly.

Our team is here to help you navigate the complexities of tax planning for your business and personal finance. From selecting the right business structure to maximizing deductions, our tax services can help you save money and avoid costly mistakes.

We provide comprehensive payroll services as part of our business consulting offerings, including payroll processing, tax filing, and super guarantee. Our team is here to handle the details while you focus on growing your business.

Gain deeper insights into your business performance with our tailored financial analysis services. We help you understand the story behind the numbers — from cash flow management and profitability analysis to budget forecasting and performance reporting.

From fund setup and structuring to pension drawdown, we ensure your SMSF remains compliant with Australian regulations, while our financial advisory services help you make informed investment and retirement decisions with confidence. As a trusted adviser, we also specialize in effective tax planning to optimize your financial strategy.
Starting a new business or simply need expert accounting advice?
At Yan Financial, we believe the best partnerships begin with a conversation.
We’re offering a free initial consultation for all new clients — an opportunity to discuss your goals, challenges, and how we can help you achieve financial clarity and confidence.
suite 3/20-22 Thomas Street, Chatswood NSW, Australia
Phone: (02) 8041 4178 Email: info@YanFinancialCA.com
Open today | 09:00 am – 05:00 pm |
Copyright © 2025 Yan Financial - All Rights Reserved.
Liability limited by a scheme approved under Professional Standards Legislation.
Yan Financial | ABN: 74 932 654 645
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