Values:

Our values stand on a foundation of:

• INTEGRITY, INCLUSION and DIVERSITY
• PEOPLE are the heart of our business
• CLIENTS are our valued partners
• PERFORMANCE excellence is our commitment
• Profitable GROWTH is an imperative
• We are STRAIGHTFORWARD and COLLABORATIVE in all our communication

Expertise:

• We are an IPA Practice
• We are Australian Tax Office (ATO) registered agents
• We are Australian Securities and Investments Commission (ASIC) registered agents
• Our Director is an FIPA (Fellow of Institute of Public Accountants) and FIFA (Fellow of Institute of Financial Accountants)
• We are RG146 Qualified (Advanced Diploma of Financial Services) in Financial Planning
• Our Director has worked in the Accounting Profession (Public Practice) in Australia for over 20 years
• We are a Corporate Authorised Representative 001244042 of SMSF Advisers Network (SAN) AFSL No. 430062
  www.smsfadvisersnetwork.com.au
• We are a credit representative 516032 under Australian credit License 384704.