Recommendations for Accountant/Financial Adviser (Melbourne)?

[albanga]

Hi All,

I am looking for some recommendations for a good accountant/financial adviser that can assist me with both structuring my upcoming development and investments portfolio but also someone that can offer financial guidance as part of their service.

I am very new to property and looking to form a great team of experts that can help assist me with setting my future goals and guiding me to achieve them.

I am located in Melbourne's North West but am happy to travel for the right person.

Any recommendations would be greatly appreciated.

Thanks in advance
Ben

 

[Jamie M]

Hi there

Here's a recent thread on Melb accountants http://somersoft.com/forums/showthread.php?t=96320

Cheers

Jamie

 

[Peter_Tersteeg]

I think you need a good accountant for the business and investment structuring, I doubt a financial planner is going to be of a lot of assistance here.

Have a chat with:

Chris Brodie
from Simmons Partners (in Burwood East)
03 9887 9377

If you're thinking of a financial planner for personal insurances and risk management:

Tim Kay
Australian Unity
03 8682 6314

Tim's a specialist in risk insurance

 

[albanga]

Thanks heaps for the recommendations, I will look into both of those.

Cheers
Ben