Financial Planning

Financial planners Noosa, Sunshine Coast, Queensland.

Accounting firms are bound by certain limitations when it comes to offering financial advice. While accountants can provide general financial information and assist with tax-related matters, they are not licensed financial advisors. Offering personalised investment advice, recommending specific financial products, or providing broader financial planning services requires a separate financial advice license.

Enter Stratogen Financial Planning.

Stratogen Financial Planning (Magnum Consilium Pty Ltd) is owned by Rob O’Donnell and we work very closely together so that we can offer clients access to both Accounting and Financial Planning services under the one roof.  You can view Stratogen Financial Planning’s focused website to get to know Rob O’Donnell by clicking here »

Clients seeking comprehensive financial guidance beyond accounting services should engage with Stratogen Financial Planning’s licensed financial advisors who possess the expertise and regulatory authorisation to address their specific needs and goals.

Many people assume that financial planners only give advice on investments. The role of a qualified professional financial planner is much broader and involves looking at all aspects of your lifestyle, goals and requirements and developing a financial strategy suitable for you. The recommended strategy should help you reach your financial goals effectively and efficiently.

Below are just some of the things that Stratogen Financial Planning can assist you with.