As always, we are very keen to keep our clients informed of our progress. We have been working for some time with a leading financial planning firm in Adelaide, Marinis Financial Group and have great pleasure in announcing that they have agreed to merge their operations with Caveo Partners from the 2nd of April 2026.
The Marinis Financial Group team will continue under the Marinis FG brand and will re-locate all staff into the Caveo Partners Head office – Level 1, 11 Halifax Street Adelaide SA 5000.
Theo Marinis, the current MD of Marinis Financial Group will continue to lead the Marinis business and will also become one of Caveo Partners key leaders joining the Caveo Partners Board as a Director.
Caveo Partners continues to grow being a strong, well established, and respected Financial Planning and Accounting advice firm that has been providing accounting, financial planning, legal and finance advice to families, professionals, and businesses since 1989.
All Marinis clients will now have access to Caveo’s experienced and knowledgeable advice team who specialise in Accounting, Tax, Financial Planning, Legal and Finance advice.
“The merger is all about enhancing our strength and capability and importantly continuously improving the breadth and quality of advice and service we provide our valued clients. The Caveo Partners team will remain focused on your longer-term needs and on assisting you to optimise your businesses or family’s financial well-being” said Caveo Partners Managing Director Stefan Lipkiewicz.
If you have any questions, please do not hesitate in giving your adviser or accountant a call.
