Across our two entities we have the following memberships and registrations:

	Member firm of Institute of Chartered Accountants; ie, we are Chartered Accountants.
	Financial Planning Specialist designation through the Institute of Chartered Accountants.
	Principal Member of Financial Planning Association.
	Registered Tax Agent.
	Australian Financial Services Licence # 223602.

Through the application of the above memberships and registrations, our firm is able to provide truly integrated financial advice, by combining strategy with independent research and financial product, whilst also considering the initial and ongoing taxation impact associated with any given strategy.

Our advice is tailored to individual circumstances and regularly reviewed to take into account changes in market conditions, financial products, legislation and/or personal circumstances.