Financial Planning

Sandercoe Accounting provides an integrative approach to financial planning and taxation advice to grow your wealth. Financial advice and taxation advice are so closely related, you cannot provide good advice without considering both in a holistic manner.

Sandercoe Accounting Pty Ltd holds a Limited Australian Financial Services Licence (AFSL) Number 485227.

We are authorised to provide personal advice to both retail and wholesale clients in relation to the following classes of products:

  • Establishing a Self Managed Superannuation Fund
  • Superannuation contributions
  • Superannuation pensions
  • Basic deposit products
  • General insurance
  • Life risk insurance
  • Simple managed investment schemes
  • Shares and Securities