About Us

Accountants Private Advice (APA) has been established for Accountants wishing to provide their clients a complete financial advice solution that has been designed by understanding the needs and objectives of Accounting firms from many years of experience. We provide Accountants a tailored, bespoke licensing and advice solution that enables them to provide comprehensive financial advice to their clients that is market leading, unique and highly competitive.

  1. Accountants Private Advice is part of the Akambo Financial Group that has been assisting and working with Accountants and their clients for the last 10 years. Our business philosophy is to always put your “clients’ needs first and at the centre of everything we do” with our value proposition. With the recent removal of the SMSF Accountant’s exemption leading Accounting practices are now taking the opportunity to not only re-evaluate their own value proposition but take advantage of these changes and engage their clients in tailored comprehensive financial advice.
  2. We understand that the client and accountant decide where the conversation should stop not a limited licence, restricted authority or referral partner. We found that all current solutions in the market make it difficult for the accountant to properly service the client, cover expenses or generate revenue unless it is at the detriment of the client.
  3. Holding our own full AFS Licence means we have the unique opportunity for our accounting partners acting as authorised representatives to provide their clients the best of breed investment and insurance solutions. As part of the Akambo group, our accounting partners’ clients have access to award winning, market leading investment solutions that would normally only be available to ultra-high net worth clients. Investing heavily in technology our accounting partners are able to provide their clients a tailored, efficient and client friendly advice solution that works in partnership with their existing accounting technology.
  4. APA is a true business partner to Accountants seeking to protect and grow their business whilst being responsive to clients’ needs by delivering a cost effective, holistic solution in a timely manner by our unique creation of our market leading “Advice Hub” that allows you to leverage your time and be fully supported throughout the whole FOFA advice process.
  5. With the rapid changes in the accounting and financial services advice space, APA provide education, training, coaching, business planning and marketing support to accountants wishing to embed financial advice into their business correctly as we acknowledge and understand that the “Accountant is the trusted financial adviser”.

Our Vision

client

Accountants Private Advice (APA) is admired by the accounting profession as the most outstanding, professional and high quality AFS Licensee that caters for the needs and objectives of Accountants with helping and assisting clients with professional, tailored and transparent advice. We have a market leading complete advice solution that will always cater for the best interests of your clients. We will strive to always deliver the most effective market leading advice solutions to assist Accountants to remain and be the most trusted financial adviser to their clients.

Our Mission

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Our mission is to assist Accountants with a comprehensive licensed advice offering that is market leading, unique and transparent that will deliver increased client satisfaction and loyalty to your accounting business. APA is a true business partner and will be recognised at the most respected “Accountants AFS Licensee”.

Our Strategy

client

We provide Accountants a tailored, bespoke licensing and advice solution that enables them to provide comprehensive financial advice to their clients that is market leading, unique and highly competitive. You decide what type of advice to provide and not be limited by a restricted authority or restricted limited licence. We provide an efficient advice process that’s designed for Accountants through our unique creation of our market leading “Advice Hub” that allows you to leverage your time and be fully supported throughout the whole FOFA advice process.

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We can help you successfully navigate the convergence of Accounting and Financial Advice.