Financial planners and accountants

Are you a financial planner with accountant referral partners? If so, you may be wondering what impact the changes to licensing will have on you.

Referral relationships between accountants and financial planners vary from practice to practice.  However, one thing we do know is that if you want your relationship to not only survive, but thrive, you need to support your referral partners to better understand licensing.  That way, they can make an informed decision about the services they plan to provide. 

Many accountants will go on a licensing journey – initially becoming licensed for some services and then either expanding or pulling back once they realise what’s involved.

We've assisted a number of financial planners to take a more proactive role in supporting their colleagues and/or referral partners to resolve their licensing decision.

If you would like discuss how we could assist you, please email or call 1300 930 328.