Our Expertise & Values

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 an authorized representative office of WIZ Loans (Australian Credit License 366 302)

 

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