Please find below a list of selected professional organisations who have demonstrated a solid reputation for quality advice over time. We maintain this list based upon direct experience, client recommendations and adoptance of segment leading practises and professional qualifications.
Should a commission be likely to be received then this is fully disclosed within the Statement of Advice document and usually offsets agreed initial or ongoing service fees.
However, we cannot take responsibility for any services provided by these organisations, and suggest you satisfy yourselves prior to engaging with any potential professional service provider via direct contact.
| Specialisation | Who | Office | Web / Email Address | Location | Comments |
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| Accounting, Tax & Audit Services |
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| Accounting & Adviser Services | Pls call | 03 90169378 | PO Box 3455 Sydney NSW 2001 | Speciality SMSF Accounting+Audit and Small Business Clients | |
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| Legal/Conveyancing |
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| The Conveyancing Practice | Georgia Aiello | 02 99816277 | Collaroy NSW 2097 | Conveyancing Specialist | |
| KAL Legal | Kathryn Laurie | 0407 151100 | www.kallegal.com.au | Cromer NSW 2099 | Commercial, Family Law, Deceased Estates, Property, Conveyancing |
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| The Novak Agency | Mark Novak | 02 99786808 | Dee Why NSW 2099 | Real Estate Sales and Rentals | |
| MDRE Property Advantage | Mark Dowling | 02 49672004 0411 168030 | www.mdre.com.au | Newcastle + Hunter Region NSW 2304 | Newcastle + NSW Hunter Region Real Estate Sales and Rentals |
| Tandem Uehling | Greg Uehling | 1300 854431 | Neutral Bay NSW 2089 | US Real Estate Sales and Rentals | |
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| Loans /Mortgage Broking | |||||
| Beachside Loan Specialists | Glenn Pitt | 0410 052115
1300 794340
| loans@beachsidefinancial.com.au
| Dee Why NSW 2099 | Refinance, Property Investing, SMSF Loans, First Home Buyers |
| EQUILIBRIA Finance | Anthony Landahl
Adrian Bourke | 0438 983256
0420 406126 | enquiry@equilibriafinance.com.au
| Sydney NSW 2000 | Refinance, Property Investing, SMSF Loans, First Home Buyers |
