Brisbane-based firm wins GPS Wealth award
GPS Wealth has named Brisbane-based accounting and financial advisory firm Tatnell DLS as the 2015 National Accounting Practice of the Year.
The practice was recognised for its "unswerving commitment to clients" and forward thinking, said GPS Wealth co-founder and director Greg Holman.
"They realise they are the trusted professional adviser to their clients and need to be discussing the need for them to consider their insurance, lending and financial planning requirements," he said.
"Tatnell DLS has become that one-stop shop for all their clients' financial services needs. They are building a very successful and valuable accounting firm away from the traditional model focused on compliance and tax returns. In effect, they leverage the relationship they have with their traditional accounting clients."
Adding to the "one-stop shop" theme, Tatnell DLS partner and co-founder David Le Seur said this award recognises his company's goal to meet all of his clients' needs under one umbrella.
"Our primary focus is to meet our clients' needs and objectives whatever they may be," he said.
"In addition to traditional accountancy and tax-related services, our clients know they can come to us for help structuring their super, investments and retirement income, making sure their wealth is growing, their assets are protected and they have the most competitive loan product."
Tatnell DLS was established in 2001 with the merger of Bradley Tatnell and David Le Sueur's accounting practices. The firm operates under a limited authority from GPS Wealth.
"The fact that GPS Wealth is independently-owned provides our clients with added confidence that the advice we provide is objective, transparent and in their best interests," Mr Le Sueur said.
1-in-3 clients considering dumping their adviser
One-third of clients and half of SMEs are thinking over either switching or ditc...
Practifi completes $24m funding round
Aussie advice business management platform Practifi has recently completed a $24...
Former IOOF head to front HESTA advice arm
Industry fund HESTA has appointed a former IOOF practice management head to lead...