Specialist services to Accounting firms.

Advisory Ventures Group ("AVG") recognises that a “one size fits all” approach does not work. Specialisation is not recognised.

AVG will shortly be launching a range of specialist services to accounting firms and their clients: 

  • SMSF advice limited license 

  • SMSF investment services 

  • Private wealth management 

  • Risk insurances 

  • Corporate advisory 

More soon...

Our Licenses: 

AVG currently offers the following Australian Financial Services License ('AFSL')
 

  • Super SMSF Advisory

SMSF Super Advisory AFSL 450822 is a limited license for accountants seeking to offer strategy advice to SMSFs. 

SMSF Super Advisory also offers its licensing services to accountants with their own limited SMSF licenses. Licensing services may include advice document templates, disclosure document templates, compliance and special SMSF para-planning services. 

SMSF Super Advisory:

    Tony Zulli 

    0434 530 361 

    tony.zulli@advisoryventures.com.au 

    Neil Schafer 

    0403 227 667 

   neil.schafer@advisoryventures.com.au

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If you are interested in the Advisory Ventures Group, please contact us here

SMSF Super Advisory ABN 42 627 232 375 AFSL 450822