About Simic Financial
The people behind your numbers
We are an award-winning CFO and bookkeeping team helping ambitious Australian businesses turning over $2M to $50M grow with confidence.
CAANZ Young Chartered Accountant of the Year
Australian Young CFO of the Year
Geelong Small Business Awards
Why Tom started Simic Financial
Tom Simic started out as a tax accountant. He met hundreds of business owners who thought their accountant was their strategic advisor. Most weren’t. The advice was a once-a-year tax chat about numbers that were already 18 months old.
Later, working inside tech start-ups, he saw another costly mistake. Growing businesses hired a full-time financial controller and expected strategy. What they got was reports and an expensive bookkeeper.
The businesses that pulled ahead did something smarter. A bookkeeper on the day-to-day, and a senior CFO on the strategy.
Then AI changed the game. Tax returns and bookkeeping are now largely automated. The real value is a senior advisor who knows your business, covers tax, finance and strategy, and works with you in real time.
Simic Financial was built for that. A senior CFO in your corner, a clean bookkeeping team underneath, and advice from people who do this work every day. Our client results have made us one of Australia’s fastest growing professional services firms.
Tom Simic, Founder and Principal. Six university degrees, multiple business exits. LinkedIn
How we work
After testing strategies with hundreds of clients, Tom found one clear pattern.
Businesses that tested ideas and used data for every decision, even the small ones, outperformed those that didn’t by ~400%.
That became our Consistent CFO System: forward goal setting, combined with regular data analysis. It has driven incredible results for our clients, and saw Tom named the 2025 CAANZ Young Chartered Accountant of the Year for his client successes.
+400%
How much better businesses perform when they use data for every decision.
Source: Simic Financial client analysis
A system, not guesswork.
Our Consistent CFO System is a set of steps and checklists we follow with every client. It makes sure growth is profitable and built to last.
Plain numbers, no jargon.
Reports and advice every owner can understand and act on. Your whole team should know what the numbers mean.
Built to help you grow.
Our goal is simple. Help small businesses become strong, profitable medium-sized businesses, with less stress along the way.
Always in your corner.
We build long-term relationships with the owners we work with. We know your business, we pick up the phone, and we go above and beyond.
Real results for real businesses
5
clients each added $1M to their net profit last year with our help.
+29%
Average lift in profit
+17%
Average lift in cash flow
Source: Simic Financial client results. Results vary.
Meet the team
Senior CFOs and advisors, backed by our own in-house bookkeeping team. Based in Geelong and Melbourne, working with clients right across Australia.
CFOs and advisors
Tom Simic
Founder and Principal CFO
Professional services, start-ups, hospitality
Larissa Ball
Senior Finance Manager / Junior CFO
FMCG, eCommerce, retail
Simon Middleton
Virtual CFO
Engineering and automotive
On-call ASX-level CFO contractors
Bookkeeping team
Xena Baltazar
Bookkeeping Manager
FMCG, full-service bookkeeping
Chloie Diray
Bookkeeper
Full-service bookkeeping
Aiza Embodo
Bookkeeper
Reporting, AR/AP, audit support
Noronissa Pulua
Bookkeeper
Full-service bookkeeping
Practice and partnerships
Mahima Simic
Practice Manager
Client care, legal and HR
Brad Lister
Business Development and Partnerships Manager
New clients and partnerships
About us
Who founded Simic Financial?
Simic Financial was founded by Tom Simic, a chartered accountant and the 2025 CAANZ Young Chartered Accountant of the Year. He started the firm after seeing growing businesses get yearly tax advice when what they really needed was a CFO.
Where is Simic Financial based?
Our advisors are based in Geelong and Melbourne, and we work with businesses right across Australia.
What makes Simic Financial different?
You get a senior CFO and a dedicated bookkeeping team working together as one team. We follow our Consistent CFO System with every client, so you get clear numbers and a plan you can act on.
Who does Simic Financial work with?
We work with ambitious businesses turning over $2M to $50M a year, plus a small number of start-ups with big plans.
Want to meet the team?
Book a free 30 minute call with one of our advisors. No sales pitch, just a clear chat about your business.
+61 3 5229 9665hello@simic.financeLv 2, 50 Little Malop St, Geelong VIC
English (United States) 
French