Accountable Financial Solutions ("Accountable‟) is a new concept in the financial services and accounting markets. Accountable is a financial services business specifically tailored to meet the needs and aspirations of accountants and tax advisers in practice.
Accountable provides an exclusive and trusted home for accountants seeking to be licensed to provide advice to their clients, particularly to their SMSF clients.
We also guide and help accountants in practice to design and build a successful financial services business within their accounting practice.
Advice Licensing Options
Accountable offers a three levels of licensing options:
The base level of advice offered is limited financial advice on SMSFs. Depending on the level and range of advice you would like to offer your clients, you can choose to also offer insurance and investment advice.
- Self-Managed Superannuation Fund Advice
- Personal Insurance Advice
- Investment Related Advice
We will assist you to structure your advice options to suit your practice and client needs.
Accountable Financial Solutions Pty Ltd ACN 146 520 390 Australian Financial Services Licence no. 409424