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Wealth and Advisory Services

CJM Accountants are excited to announce the launch of our new Limited Advice services offered by our related company CJM Wealth in the following areas:

Superannuation (Taxation & Advice, including SMSF)

Investment Advice*

Insurances – Personal, General & Business*

Lending & Finance (Inc. Car Acquisition & Leasing)*

Legal & Estate Planning*

Aged Care Advice*

* These services will be provided by CJM Wealth  through our two referral partners: Unison Group and Findex Advisers.

Unison Group– has access to a network of legal, estate planning & other specialists
Findex Advisers – provides clients with industry leading financial & investment advice services, insurances and superannuation investment advice.

As you may be aware with effect from 1st July 2016, the Australian Securities & Investments Commission (ASIC) requires that all accountants who provide financial product advice, including where previously offered as an incidental part of setting up self-managed superannuation funds or strategic advice concerning superannuation, must be formally licenced with ASIC.  As part of these regulation changes, any such advice provided may require the issue of a formal Statement of Advice (SOA).

We are very pleased to inform you that James Hakim from CJM Accountants  has attained the required licensing educational requirements and CJM Wealth Trust (AR No 1273940) is now licensed through Unison Advice Services Ltd (AFSL No: 228894) to provide Financial Product Advice services to clients that specifically relate to Superannuation, including SMSF

For more information about our new SMSF Advisory services please view our Financial Services Guide and Adviser Profile.

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