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About Us
Business Profile
MMT & Associates is a full-service firm offering affordable accounting & tax solutions to individuals and local businesses. Whether you are just starting your first business , needing assistance to invest or already operate a company we assist you in climbing those steps in order to get to where you want to be !.
Tax Agent Profile
Richard Valenzi has been involved in financial services since 2010 across a wide range of areas including Financial Planning, Taxation and lending services as a Mortgage Broker.
Richard completed a Bachelor of Commerce (Accountancy/Finance) from the University of Wollongong (UOW). Richard has completed the Chartered Accountants Australian and New Zealand (CAANZ) program and is a full member of the Mortgage & Finance Association of Australia (MFAA). He has completed a Bachelor of Commerce (Accountancy & Finance) from the University of Wollongong along with the Advanced Diploma in Financial Planning and a Diploma in Finance & Mortgage Broking Management.
Richard believes the most beneficial way to help clients is a holistic approach to providing advice in various areas of financial services. With a wide knowledge base , MMT & Associates can help you get ahead financially.
You may contact Richard on 0450 131 872 or via email : richard@mmtassociates.com.au
Why work with us?
Unity.
Commitment.
Integrity.
We are proud to work with local small businesses within the community to help them grow and create further opportunities in the marketplace. Our friendly and highly committed approach means that we aim and deliver the results you need to press ahead with your financial goals.
Additional Growth Opportunities for your Financial Future
As a client with MMT & Associates you are in a favourable position to take advantage of the available lending advice and financial advice on offer as Richard Valenzi is a current registered Mortgage Broker (through Xponential Finance) and Financial Adviser (Xponential Wealth).
Don't hesitate to ask about how Richard can add value to your financial future by engaging in these additional areas today!.
REGISTRATIONS & AFFILIATIONS
REGISTERED TAX AGENT (TPB)
Privacy Policy
Disclaimer
The information contained on this web site is general information only. You agree that your access to, and use of, this site is subject to these terms and all applicable laws, and is at your own risk. This site and its contents are provided to you on “as is” basis, the site may contain errors, faults and inaccuracies and may not be complete and current.
It does not constitute personal financial or taxation advice. When making an investment decision you need to consider whether this information is appropriate to your financial situation, objectives and needs.
MMT & Associates makes no representations or warranties of any kind, expressed or implied, as to the operation of this site or the information, content, materials or products included on this site, except as otherwise provided under applicable laws. Whilst all care has been taken in the preparation of information contained in this web site, no person, including MMT & Associates, accepts responsibility for any loss suffered by any person arising from reliance on the information provided.
Privacy
MMT & Associates highly values the strong relationships we have with our clients. The collection of data at MMT & Associates is being handled with full and proper respect for the privacy of our clients. The data we collect is handled sensitively, securely and with proper regard to privacy laws. MMT & Associates does not disclose, distribute or sell the data we collect from our clients to third parties.
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