AccountantsIQ provides a platform for accountants and other financial professionals to distribute value-added niche service offerings for the benefit of their clients. They are the conduit of new and innovative business advisory solutions by delivering tools and resources to facilitate high quality advice.
Commencing in the licensed financial advice space, AccountantsIQ now offers a solution for all accountants in the fast-growing area of aged care. The first port of call for many who need information, help and advice for their ageing loved one is their accountant.
Our offerings are innovative, practical and flexible so clients can choose between a self-service option or fully outsource to a silver service model conducted on a one-on-one basis. Whatever the choice, both enable accountants and other financial professionals to help clients who have loved ones requiring assistance – from a little help to remain at home, right through to full-time residential aged care.
With a background in education, chartered accountancy and licensed financial advice, AccountantsIQ was established in 2014 by Bronny Speed, a well-known and respected industry practitioner, who recognised the need for accountants to be supported under the then ‘new’ licensing regime.
Over the years, AccountantsIQ has adapted and adjusted offerings to meet a fast-changing market and regulatory environment, including the need to help industry colleagues remain in practice via the highly successful Cram4Exam courses.
Our new aged care initiative, AgedCareIQ, provides a range of solutions for those who need assistance in this fast-growing area, that is difficult to navigate, time-consuming and emotionally stressful.
Established to support accountants obtain a licence and meet regulatory requirements under an AFSL
Engaged by Chartered Accountants ANZ to lead advocacy, thought leadership and policy development for accountants in financial advice
Cram 4 Exam FASEA Financial Adviser exam preparation CFP courses developed and launched
Approached by FPA (now FAAA) to develop and deliver CPD tax masterclass series for financial advisers
AgedCareIQ information and support launched in response to growing market demand
AccountantsIQ offers support, information, education and training – primarily for accountants to assist them with their client needs.
Our main service offerings can be categorised under the followings headings:
- AgedCareIQ – providing six major areas for consideration underpinned by specific issues one needs to know about. Clients or their loved one start where needed and can then buy packages of Information and Checklists at their own pace as circumstances change. They can also outsource to a concierge silver service offering.
- CPD Courses – Education and training solutions for accountants and financial professionals across areas such as licensing and the Qulaity of Advice Review, tax training for licensed financial advisers and aged care training around our new service offering.
- Support for accountants – with a passion for education, financial advice and accounting, and recent extensive experience in policy, advocacy and thought leadership consultancy with Chartered Accountants ANZ, we provide a range of consulting and in-house training to accounting professionals. Now with the Covid pandemic hopefully behind us, we will provide tailored sessions to clients to satisfy the rapidly growing quest for quality aged care information and guidance.
Take a closer look at our services:
ongoing CPD requirements
Meet Our Team
The AccountantsIQ team brings a wealth of industry and education experience, knowledge and friendly client engagement. We care about our industry, our clients, their clients, individuals and small businesses.