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KLM Accountants
  • Home
  • About Us
  • Services
    • Business Advisory Services
    • Financial Planning
    • Business Accounting and Taxation
    • Self Managed Superannuation
    • Personal Accounting and Taxation
  • Xero
  • Payments
  • Contact Us

Tag: financial planner

Choosing a financial planner

Financial planner? Or financial salesperson? How to spot the difference.

by adminNewsPosted on August 6, 2020June 23, 2021Comments are Disabled

Managing your finances, savings and investments is more complex today than ever. Financial planning is crucial, but how do you choose a financial planner?

Accounting and Business advice offered by Kilpatrick Lake Mackenzie Pty Limited trading as KLM Accountants – Liability limited by a scheme approved under Professional Standards Legislation. Financial Planning advice offered by KLM Financial Planners Pty Ltd ABN 90 002 223 565 are authorised representatives of Personal Financial Services Ltd ABN 26 098 725 145, AFSL Licence 234459

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