LDB Group Australia

What LDB Group Australia does

LDB Group Australia is a multidisciplinary financial advisory firm headquartered at 1–3 Albert Street, Blackburn, Melbourne, founded in 1986 as Lundstrom Dickson & Associates by Bruce Lundstrom and Tim Dickson. Following a 1996 merger with Barbanti and Co, the firm rebranded as LDB and expanded from a tax-focused accounting practice into an integrated advisory group offering tax compliance and strategy, business advisory, wealth management, self-managed superannuation fund (SMSF) services, property management, and lending brokerage. The firm operates under LDB Financial Group Pty Ltd (ABN 83 161 933 777) as its Australian Financial Services Licensee (AFSL 437164), with LDB Wealth Solutions Pty Ltd and LDB Superannuation Services Pty Ltd functioning as authorized representatives; it is self-licensed and maintains an internal investment committee for wealth decisions. Headcount has grown from three founders to 70+ staff, with no external or private equity backing.

The firm serves five core segments: individuals and families, large organisations and enterprises, new businesses and start-ups, small and medium-sized businesses, and a specialized vertical for software and game developers that includes 40+ Australian game studio clients such as Glinda Games and Convict Games, alongside a formal partnership with the Game Developers Association of Australia (GDAA). Its technology stack comprises cloud accounting platforms, paperless workflows, and the BGLiD/BGL compliance platform (with FrankieOne data) for Anti-Money Laundering/Counter-Terrorism Financing client due diligence ahead of Australia's expanded AML/CTF obligations effective 1 July 2026. Client engagement occurs via phone, email, online forms, and in-person consultations from the single Blackburn headquarters, supplemented by client portals — Praemium for investments, SMATA for owners corporation management, and an LDB payment portal. Revenue is generated across professional services streams (fixed advisory fees, AUM-linked wealth fees, SMSF administration, property management fees, and lending commissions through more than 20 bank and non-bank lenders) under a sales-led go-to-market built on referrals, organic search, social media, newsletter marketing, and industry events.

LDB is privately held with no external investment, has grown from 3 staff at founding to 70+ today, completed the TaxBiz acquisition in 2025, and positions graduate recruitment (the 2027 Graduate Accountants Program), vertical specialization in gaming, and regulatory readiness for AML/CTF as its principal strategic axes. Pricing is quote-based and tailored to client needs with no public fee schedule.

Name

LDB Group Australia

Legal name

LDB Financial Group Pty Ltd

Website

https://ldb.com.au

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

51–100 employees

Short description

LDB Group Australia is a Melbourne-based multidisciplinary financial advisory firm founded in 1986, serving individuals, families, large enterprises, SMEs, and start-ups across tax, business advisory, wealth management, SMSF, property, and lending — with a specialized practice for Australian software and game developers.

Ownership category

akta.pro rank

Product category

Accounting and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Offices of Certified Public Accountants (541211)

SIC

Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Discretionary Portfolio Management (DPM) (FSAAABAC)

akta.pro secondary industries

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ), Family Business & Succession Advisory (FSAAADAL), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Accounting advisory services
• Tax compliance
• Wealth management
• Self-managed superannuation
• Business advisory

Headquarters

HQ city

Blackburn

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Tax and Compliance Services: Tax accounting, compliance, and strategic tax planning services for individuals and businesses.
2. Business Advisory: Strategic business advisory including management accounting, reporting, analysis, business structuring, operational efficiency, and succession planning.
3. Wealth Management: Investment strategy and management, personal financial advice, and wealth creation services. The firm operates as a self-licensed company with an internal investment committee.
4. Superannuation Services: SMSF establishment, management, compliance, and audit services. They have over 20 years of SMSF experience.
5. Property Services: Property management (residential and commercial), owners corporation management, and property consulting/advocacy.
6. Lending and Finance: Lending services with access to more than 20 bank and non-bank lenders to source competitive lending packages.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

LDB Group Australia is a multidisciplinary financial advisory firm providing integrated accounting, tax compliance and strategy, business advisory, wealth management, superannuation (SMSF) services, property advisory and management, and lending/finance brokerage to individuals, families, and businesses. The firm operates under a self-licensed Australian Financial Services Licence and serves clients across Melbourne's eastern suburbs, with a niche specialisation serving software and video game developers across Australia.

Product overview

LDB Group Australia is a multidisciplinary accounting and advisory firm offering an integrated suite of financial services. The firm operates as a unified practice combining accounting, tax, wealth management, superannuation, property, and lending services under one roof. Core service lines include Business Advisory Services, Tax Services (tax compliance and tax strategy), Wealth Management (investment management, personal financial advice, insurance, estate planning), Superannuation Services (SMSF creation, management, tax compliance, and retirement planning), Property Services (property management and owners corporation management), Lending Services, AML/CTF Compliance Services, and specialized Software and Game Developers Services. The firm is self-licensed for financial services and maintains a proprietary investment committee for client portfolio management.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Business Advisory Strategic business advisory services covering financial analysis, business structuring, operational efficiency, strategic planning, market expansion, succession planning, risk management, and funding/capital raising guidance. Targets business owners, SMEs, large enterprises, and startups navigating growth and complexity.
• Tax Services Comprehensive tax accounting and compliance services including tax strategy and planning, statutory returns, business registrations, and ATO audit management for individuals and businesses. Includes tax compliance and tax strategy/advice as distinct sub-offerings.
• Wealth Management Personalised wealth management services covering investment strategy and management, personal financial advice and wealth creation, personal insurance advice, estate planning and trusts, and financing major life events. Delivered via LDB Wealth Solutions Pty Ltd under the firm's self-licensed AFSL with internal investment committee oversight.
• Superannuation (SMSF) Services

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Game Developers Association of Australia (GDAA)coreStrategic or Co-development PartnerLDB has a longstanding partnership with the GDAA as supportive partners. The firm is not just their accountants but genuine partners in ensuring the association's health and prosperity. LDB has been there for the GDAA through mundane bookkeeping help to complex project work, understanding the Digital Games Industry nuances, grants, international sales, and operating realities.
• Wicked WitchminorOthersWicked Witch is a longstanding client of LDB, having worked with Luke Henry and his team for many years on accounting services, strategy and financial planning, personal taxation, superannuation and investments.
• Glinda GamesminorOthersFounded by former Wicked Witch executive Daniel Visser, Glinda Games engaged LDB for business setup and structure assistance following a recommendation from their prior employer.
• Convict GamesminorOthersConvict Games, recommended to LDB by multiple developers, uses LDB for company startup, general accounting, and accounting advice.
• BGLiD (BGL)coreTechnology or IntegrationLDB uses BGLiD, a secure third-party platform operated by BGL, for Anti-Money Laundering/Counter-Terrorism Financing compliance verification. BGLiD utilizes FrankieOne's data to verify individual details across government IDs, AML databases, global sanctions, and adverse news. LDB has worked closely with BGL for over 25 years in managing Company and SMSF compliance.
• The WalkminorOthersWebsite development agency credited for LDB's website design and maintenance.
• TaxBizminorStrategic or Co-development PartnerTaxBiz has joined the LDB family as an acquisition, bringing together two trusted names in accounting and advisory services. TaxBiz clients now have access to LDB's broader range of services and extensive experience.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Pitcher Partners: Melbourne-headquartered mid-tier accounting, tax, business advisory, and wealth advisory firm serving SMEs, HNW individuals, and family groups — directly comparable in geography, scale, and service mix.
• HLB Mann Judd: Australian mid-tier accounting and advisory network with strong SME, HNW, and family-business focus — overlapping client segments and integrated service model with LDB.
• Pilot Partners: Melbourne-based accounting, tax, business advisory and wealth management firm focused on private clients, family groups, and SMEs — overlapping service lines and customer base with LDB.
• Bentleys Australia: National network of accounting, tax, advisory, and wealth firms focused on SMEs, family groups, and HNW individuals — closely comparable integrated service offering and segment focus.
• William Buck: Australian mid-tier accounting and advisory firm offering tax, business advisory, wealth, and SMSF services to SMEs, families, and HNW clients — closely matching LDB's integrated advisory model and target segments.

Broad incumbents

• Deloitte Private (Australia): Private-client arm of Big Four firm Deloitte serving HNW individuals, family offices, and private businesses with tax, wealth, and advisory services — overlaps LDB's higher-end private client work at much larger scale.
• RSM Australia: National mid-tier accounting and advisory firm serving SMEs and mid-market companies with tax, business advisory, and wealth services — comparable service mix with broader geographic reach than LDB.
• Mazars Australia: Mid-tier accounting and advisory firm offering tax, audit, business advisory, and wealth services to SMEs and private clients — directly comparable in service mix with broader national footprint.
• BDO Australia: National mid-tier accounting network providing audit, tax, advisory, and wealth services to SMEs and large enterprises — overlaps LDB's offerings but operates at meaningfully larger scale across multiple offices.
• Crowe Australasia: Australasian accounting and advisory network providing tax, audit, risk, and wealth services to SMEs, family businesses, and HNW clients — overlapping target segments with LDB.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/LDB_Group
• Facebookfacebook.com/LDBGroupAu
• LinkedInlinkedin.com/company/ldb-accountants-&-advisors
• Instagraminstagram.com/ldbgroupadvisers

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LDB Group Australia