Two Gold Coast-based firms have announced they merged operations in an effort to expand their in-house advisory offerings.
According to a statement, The MBA Partnership, an accounting firm and Bentley affiliated business, will merge with accounting arm of DFK Crosbie Gold Coast.
The decision to combine the businesses came in an effort to expand The MBA’s in-house services, the statement said.
“This merger allows us to offer an increased service offering, particularly in terms of the services we can offer to management rights and SMSF clients,” said Michael Beddoes, director at The MBA Partnership.
“As people look to build wealth or to start to wind down towards retirement, our service offerings through SMSFs and advisory services can help them secure the future they want.”
Bentleys chief executive Mark Chapman said, “We wholeheartedly support this expansion as it is both beneficial to The MBA Partnership and their clients, as well as to the wider Bentleys network.”
“Since our partnership was solidified in April this year, The MBA Partnership has been working closely with other Bentleys offices in the network for referrals and support – demonstrating the true value of a network,” he said.
“By leveraging this network, it allows them to grow their service offering, providing clients with an enhanced experience.”
Corretion: an earlier version of this story stated that MBA had merged with all of the DFK Crosbie. The story has been amended to reflect that MBA had only acquired the accounting arm of DFK.
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 23 Jan 2019Adelaide adviser permanently banned from industryBy Eliot Hastie
- 23 Jan 2019Bowen slams ‘woeful’ handling of royal commissionBy James Mitchell
- 23 Jan 2019Gender super gap lower but still at 34%By Adrian Flores
- 22 Jan 2019Advice issues stem from writing of SOAs, says RafteryBy Adrian Flores
- 21 Jan 2019Federal Court winds up CFS Private WealthBy Eliot Hastie
- 22 Jan 20192.44m Aussies suffer from financial stressBy Sarah Simpkins
- view all