Accounting professionals - members of the two major Accounting Bodies - Certified
Practising Accountants (CPA ) and the Chartered Accountants of Aust.
With us, you get the right advice!
Fully qualified financial planners - Authorised Representative No. 427304 of
InterPrac Financial Planning Pty Ltd. (AFSL No. 246638)
The Difference
What is the difference between a financial planner with accounting qualifications (Certified Public Accountant CPA or Chartered Accountants of Australia CA) over a regular financial planner without accounting or tax qualifications A regular financial planner generally has expertise in areas such as retirement planning, budgeting, and risk management (insurances). However, their knowledge and skills may be not as in-depth when it comes to accounting and taxation principles and they may be more inclined to promote a range of generic products such as managed investments. While these are valuable products for financial planning purposes, they may not necessarily be the optimum vehicle for your specific circumstances.AND the good news is - it generally costs you about the same!
We have both CPA and CA qualifications. Rest assured that we are dedicated to making the financial planning process seamless and user-friendly FOR YOU. We take the time to understand your unique needs and create a customized plan that fits your goals and aspirations. If you're interested, don't wait any longer to take control of your financial future. We look forward to helping you achieve financial success. Give us a call right now on (02) 4973 4550 to arrange a meeting or email us here
On the other hand, a planner with Accounting qualifications brings additional layers of expertise
and precision to handle even the most intricate situations including tax planning and SMSF’s. This
may be especially beneficial for individuals or businesses in handling more complex financial and
tax planning scenarios.
The Difference
What is the difference between a financial planner with accounting qualifications (Certified Public Accountant CPA or Chartered Accountants of Australia CA) over a regular financial planner without accounting or tax qualifications A regular financial planner generally has expertise in areas such as retirement planning, budgeting, and risk management (insurances). However, their knowledge and skills may be not as in-depth when it comes to accounting and taxation principles and they may be more inclined to promote a range of generic products such as managed investments. While these are valuable products for financial planning purposes, they may not necessarily be the optimum vehicle for your specific circumstances.AND the good news is - it generally
costs you about the same!
We have both CPA and CA qualifications. Rest assured that we are dedicated to making the financial planning process seamless and user- friendly FOR YOU. We take the time to understand your unique needs and create a customized plan that fits your goals and aspirations. If you're interested, don't wait any longer to take control of your financial future. We look forward to helping you achieve financial success. Give us a call right now on (02) 4973 4550 to arrange a meeting or email us here
On the other hand, a planner with Accounting
qualifications brings additional layers of
expertise and precision to handle even the most
intricate situations including tax planning and
SMSF’s. This may be especially beneficial for
individuals or businesses in handling more
complex financial and tax planning scenarios.
