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About Us
Accountants Private Advice (APA) has been established for Accountants wishing to provide their clients a complete financial advice solution that has been designed by understanding the needs and objectives of Accounting firms from many years of experience. We provide Accountants a tailored, bespoke licensing and advice solution that enables them to provide comprehensive financial advice to their clients that is market leading, unique and highly competitive.
Our Vision
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Our Vision
Accountants Private Advice (APA) is admired by the accounting profession as the most outstanding, professional and high quality AFS Licensee that caters for the needs and objectives of Accountants with helping and assisting clients with
Our Mission
Our Mission
Our mission is to assist Accountants with a comprehensive licensed advice offering that is market leading, unique and transparent that will deliver increased client satisfaction and loyalty to your accounting business.
Our Strategy
Our Strategy
We provide Accountants a tailored, bespoke licensing and advice solution that enables them to provide comprehensive financial advice to their clients that is market leading, unique and highly competitive.
Our Services
We provide Accountants a tailored, bespoke licensing and advice solution that enables them to provide comprehensive financial advice to their clients that is market leading, unique and highly competitive.
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- Licence with a comprehensive authority, you decide on the scope of advice provided
- Unrestricted financial advice and solutions to help your clients
- Wholesale direct to market tailored investment and insurance solutions that are completely transparent and act in the clients best interests
- Allows you to embed professional licensed financial advice into your accounting business correctly
- A complete advice process to help you from the first client engagement to the final client presentation of your advice
- Paraplanning support with competitive SOA production completed for you
- Complying with all regulations and responsibilities under FOFA with “best interests duty and better position statement” for your clients
- Completed SOA and client power point presentation for great client engagement
- Technical assistance and Strategy support
- One on one coaching for your clients
- Ongoing Technical and Strategy support in all areas of comprehensive advice
- Kaplan CPD training and education
- Regular education workshops, webinars and support material to assist your development
- Business Planning (Annual and Quarterly)
- Systems training and support (Xplan)
- Advice Coaching and Strategy development in your business
- Client Seminars
- Group peer discussion groups
- Market and Investment Briefings
- Market leading Managed Discretionary Account (MDA)
- Purchase securities on any stock exchange in the world
- Clients own the underlying securities (beneficial ownership)
- Wholesale income opportunities (fixed income portfolio)
- Complete transparency, flexibility and control
- View your portfolio anytime with your own web portal access
- Professional inhouse investment team
...
Education
Our education program for Accountants is an intensive business training program that gets you and your business ready to provide comprehensive or strategic financial advice as a result of the removal of the SMSF accounting exemption. This unique program not only helps you obtain all the necessary RG146 accreditation requirements to deliver the best SMSF accounting and licensed financial advice, but also provides practical advice and guidance on how to make it all possible within your accounting business.
What our clients say
We are privileged to receive the following testimonials about our market leading services in supporting accountants to provide financial advice to their clients.
We have been absolutely delighted with the service delivery of Accountants Private Advice (APA). APA have a thorough and in depth understanding of how accounting practices integrate advice into their service offering and have spent the time to tailor a bespoke solution for us and our clients. Most importantly APA, backed by the award winning investment team of Akambo, have the ability to offer us and our clients market leading direct investment solutions that far surpass anything we have seen in the market
Cara Hall
Lead Financial Pty Ltd
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