Get smart money advice with a Xero Financial Advisor

Get valuable advice from a financial advisor using a real-time picture of your finances that brings together bank, budgeting and spending information. 
Check them out yourself as Xero doesn’t recommend or guarantee the service provided by any one advisor.

Lockwood Wealth Consulting

BronzeVisit their website Contact Michael Rees-Evans, michael.rees-evans@lockwood.com.au (02 9299 7044)

In an uncertain and complex world we aspire to help you get greater certainty in your financial life with independent financial planning advice. Our aim is to help you to achieve your personal goals and deal with the financial complexity in your life.

Level 9, 50 Clarence Street, Sydney, NSW 2000, Australia  map

Pacific Wealth

BronzeVisit their website Contact Paul Birch, paul@pacwealth.com.au (1300 558 827)

We specialise in helping people get back in control of where they are spending their money so they can better make smart decisions with where to invest it. Using smart cashflow management strategies and Xero, we build the foundations to get your financial life in order covering all aspects of, cash, super, investments, debt and insurance.

Suite 7, 277-283 Condamine St, Manly Vale, New South Wales 2093, Australia  map

JAS Wealth

BronzeVisit their website Contact Joshua Stega, info@jaswealth.com.au (02 8253 0330)

We help successful individuals manage their wealth, using only the best products, services and investments available in the market. We are a boutique wealth management firm, located in Sydney. Our expert financial advisors provide strategic financial planning advice as well as investment advice, based on independent thinking. Whether it is household budgeting service, or a comprehensive wealth management strategy, we have the service offering to help manage your wealth.

Level 9, 275 Kent St , SYDNEY NSW 2000, Sydney  map

Wealth Foundations

BronzeVisit their website Contact Andrew Jenkins, ajenkins@wealthfoundations.com.au ( 02 8249 8176)

If you have a successful career, as a professional or business executive, have your own growing and vibrant business and/or are independently wealthy, you're likely to set and achieve high standards. You're also probably smart enough to realise that you do not have the time, expertise and/or inclination to adequately keep up to date and manage all the financial aspects of your life. Where do you find the same professionalism, expertise and caring that you would demand of yourself? We've been helping people like you structure their financial affairs for many years. We're independently owned, without ownership or remuneration links to banks, stockbrokers, insurance companies, fund managers or any other financial product provider.

Australia Square Plaza Building, Level 12, 95 Pitt Street, Sydney, New South Wales 2000, Australia  map
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ICAA (Australia)

Chartered Accountants have completed one of the most rigorous educational training qualifications on offer; their experience sets them apart. As a Chartered Accountant they have achieved a qualification with one of the world’s most trusted accounting brands.

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IPA

IPA accountants are valued for their broad understanding of the small business environment and are uniquely positioned to provide business with relevant, quality advice. Membership ensures that IPA accountants are compliant with the latest laws and regulations, are bound by a code of ethics and stay up-to-date with professional education requirements.

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The Institute of Certified Bookkeepers

ICB accredited Bookkeepers are supported by one of the largest Bookkeeping associations in the world. Bookkeepers helping Bookkeepers helping businesses.

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Association of Accounting Technicians

AAT Australia is the country's largest body in the bookkeeping sector and is the only association supported by CPA Australia, the Institute of Chartered Accountants in Australia and Institute of Public Accountants. It provides a commitment to professionalism, recognition and status for paraprofessional accounting technicians including bookkeepers and BAS Agents.

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Certified Practising Accountant (CPA)

Get the benefit of expert advice. The CPA designation is a mark of high professional competence. It indicates a soundness in depth, breadth and quality of accountancy knowledge. CPA practitioners deal with a broad range of clients providing an extensive range of services.

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