About Us
About Us
AgedCareIQ offers a solution for accountants and advice professionals 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 or financial professional.
Our offerings are practical and flexible so clients can choose between a fully outsource silver service model conducted on a one-on-one basis or a self service option. Whatever the choice, both enable accountants and other financial professionals to help their clients and networks who have loved ones requiring assistance – from a little help to remain at home, right through to full-time residential aged care.
Our History
AgedCareIQ is part of the AccountantsIQ group, which as founded in 2014 by Bronny Speed, a well-known and respected industry practitioner, who recognised the need at the time for accountants to be supported under the then ‘new’ licensing regime.
Over the years, AccountantsIQ adapted 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. We also offer other industry training courses including aged care.
Our recent 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.
2014
Established to support accountants obtain a licence and meet regulatory requirements under an AFSL
2017
Engaged by Chartered Accountants ANZ to lead advocacy, thought leadership and policy development for accountants in financial advice
2019
Cram 4 Exam FASEA Financial Adviser exam preparation CFP courses developed and launched
2022
Approached by FPA (now FAAA) to develop and deliver CPD tax masterclass series for financial advisers
2024
AgedCareIQ information and support launched in response to growing market demand
Our Services
AccountantsIQ offers support, information, education and training – primarily for accountants and advice professionals 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. Our popular concierge silver service offering is a very popular with accountants and advice professionals to assist their clients and networks. We also offer self service products complete with information and checklist for those looking for self serve guidance to work through the aged care maze themselves.
- Training and CPD – Education and training solutions for accountants and financial professionals across areas such as licensing and the Quality of Advice Review, tax training for licensed financial advisers and aged care training around our AgedCareIQ 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. We 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:
Support for
Accountants
individuals
Meet Our Team
The AgedCareIQ 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.
Accreditations
Memberships
