Why We Exist

We understand that the primary focus of Tax and Accounting professionals is the provision of tax and accounting services. However, we also understand that people look to their trusted Tax and Accounting professional for comprehensive and personal financial advice.

A changing legislative framework now means that the advice Tax and Accounting professionals are able to provide their clients has become more restricted.

In order to give the comprehensive and personal financial advice their clients require, Tax and Accounting professionals need to become an Authorised Representative of a Financial Services Dealer Group holding an Australian Financial Services License.

Unlike Politis Investment Strategies, the majority of Financial Services Dealer Groups do not cater for those Tax and Accounting professionals who wish to retain Tax and Accounting services as their primary focus. These groups often demand an approach focused on sales and require time, cost, and resources that accountancy practices do not have available to allocate.