Premium reaches out to accountants
Boutique dealer group Premium Wealth Management has launched a new service aimed at helping accountants deal with the new licensing regime replacing the accountants' exemption.
Announcing the launch of the new service this week, Premium Wealth chief executive Paul Harding-Davis said the dealer group was developing practical training workshops for accountants who wanted to continue providing SMSF advice once the accountants' exemption comes to an end.
"Through the workshops accountants who are new to financial planning will also have access to networking and mentoring from Premium's highly experienced financial advisers, most of whom are also accountants," he said.
Harding-Davis said the workshops would be part of the licensing services that are available to accountants from Premium Wealth, with the program offering three tiers of licensing along with the necessary support services such as training, professional indemnity insurance, software support, research and planning.
"We believe the referral opportunities our licensing program will create will be of significant value for both the advisers and the accountants in our network," he said.
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