Accountable was an early adopter of Scaled Advice, which was one of the major reforms announced in the Future of Financial Advice (FOFA) package.
For accountants seeking to be authorised to provide strategy advice in Superannuation and SMSFs, Accountable offers of a limited authority – Advice in Superannuation & SMSFs.
Accountable also offers a range of licensing options across a range of financial products under its licence, including:
- General advice
- Limited Advice
- Restricted product advice
- Comprehensive advice
- Execution only services