WLM Financial Services Pty Limited

Accountant · 84 Pitt Street, Level 12, Sydney, NSW

  • Single Touch Payroll

    Specialist

    Single Touch Payroll
  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2010

    Experience

    Partner since 2010
  • Xero advisor certified

    Certification

    Xero advisor certified
  • Xero payroll certified

    Certification

    Xero payroll certified

About us

Three decade established boutique firm with Financial Advisers & CA/CPA qualified Accountants providing assistance in: Taxation, Wealth Management, Bookkeeping, Auditing, Company Secretarial, Branch Accounting & Business services. Our single-team approach we call "wealth oneness" is making money matters simpler, more certain & more robust for our clients.

We provide guidance with cash flow forecasting which is fundamental for many businesses; e.g the insurance industry, hospitality and start ups. We can run a health check on your business that will cover all aspects including business valuation, risk assessment and benchmarking within your industry. Our financial advisors ensure clients have access to financial advice. We also provide Self Managed Superfund services catering for complex SMSF clients.

Affiliations

  • Chartered Accountants of Australia & New Zealand
  • CPA Australia
  • Financial Planning Association
  • National Tax & Accountants Association
  • The Tax Institute

Meet the team

WLM Financial Services Pty Limited advisors: 22 - Xero certifications: 16

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Amanda Rogers

Director

Profile image for Amanda Rogers

Extensive accounting, business and taxation experience. Has 10+ years in Public Practice, taught Accounting at Macquarie Uni and 5+ years as Financial Controller for Software Companies.

WLM Financial Services Pty Limited: Bank experience

Clients of WLM Financial Services Pty Limited connect to a range of banks via Xero. WLM Financial Services Pty Limited specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • ANZ (AU)
  • ANZ (AU) Legacy Credit Cards
  • American Express (AU)
  • BOQ Specialist Bank (AU)
  • BankWest (AU)
  • Commonwealth Bank CBA (AU)
  • ING Direct (AU)
  • Macquarie (AU)
  • National Australia Bank NAB (AU)
  • PayPal
  • St George Bank (AU)
  • Westpac (AU)
  • Westpac (Australia) - Credit Card
  • eWay (AU)

WLM Financial Services Pty Limited: Industry experience

WLM Financial Services Pty Limited works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served


  • Accommodation and hospitality
  • Administration and support services
  • Agriculture
  • Arts and recreation
  • Construction and trades
  • Finance and insurance
  • Healthcare and social services
  • Manufacturing
  • Marketing, advertising and consulting
  • Media and communications
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Utilities
  • Wholesale

WLM Financial Services Pty Limited : App experience

WLM Financial Services Pty Limited serves clients who use 9 different apps that connect and integrate with Xero.



Connected apps

Find us

WLM Financial Services Pty Limited has an office in 1 location

Sydney

84 Pitt Street, Level 12, Sydney, 2000, NSW

+61 292217777

New to Xero? WLM Financial Services Pty Limited can help

Xero is beautiful online accounting software for smaller businesses. WLM Financial Services Pty Limited can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 6 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2010
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.