Decision Making Tools

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  • Choosing a Licensee

    For those wanting to become authorised representatives

    Choosing a Licensee

    If you are considering becoming an authorised representative, but don’t know who to choose, we have put together this webinar which will take you through a step by step decision making process on how to choose a licensee.

    If you would rather be guided by one of our consultants, we are happy to take you through the process and provide some options for you.

    Price: $59.00 + GST
  • Licensing Line - Webinar

    Understanding licensed -v- unlicensed advice

    Licensing Line - Webinar

    If you or your staff are trying to work out what advice requires licensing and what does not, this 90 minute webinar is for you:

    This is not a pre-recorded webinar.  It is a live, interactive session, specific for your business.  That way, we can customise the session and address your specific issues and questions. 

    All client facing staff should attend, regardless of whether they are licensed or not.

    • For unlicensed accountants, they need to make sure they don’t cross the line
    • For licensed accountants, they need to know when to cross the line, and what to do when they are on the other side


    Price: $895.00 + GST

Contact our team today

We believe accountants make great advisers. Let us help you incorporate licensing into your business, without being driven by it.

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