Your Licensing Options

Advice Licensing Services

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

Accountants can choose one or more licensing options based on the level of advice they want to provide to their clients. For example, the Partners of a firm may wish to only be authorised to provide Limited Advice in Superannuation & SMSFs, and a Manager of the firm may elect to be authorised to provide Advice in Life Insurance.

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