Need an accountant and a financial advisor

Viewing 7 posts - 1 through 7 (of 7 total)

JohnDoe
Member
@johndoe
Join Date: 2012
Post Count: 7
June 28, 2012 - 11:43 am
I am trying to find an accountant experienced in IPs in Melbourne (west side ok but no more than 30mins drive in other directions from CBD), Ballarat, Bendigo or Geelong. Willing to travel.
I am also interested in finding a financial advisor – can anyone recommend one they have used.
Richard Taylor
Participant
@qlds007
Join Date: 2003
Post Count: 12,024
June 29, 2012 - 7:15 pm
Hi John
Sorry cant help you with an Accountant in Melbourne as mine is in SE Qld and form clients travel 1000's of km's to see him.
What do you need a Financial Adviser for?
Remember if it is to do with lending or loan structuring they are not licensed to offer you that advise unless they hold a Credit License.
That iis the domain of the good old Mortgage Broker.
Cheers
Yours in Finance
Richard Taylor | Australia's leading private lender
AndyY
Participant
@andyy
Join Date: 2012
Post Count: 8
June 29, 2012 - 7:56 pm
Hi John,
I don’t live in Melb but I know one Accountant. I have a lot of property investors friends that uses him. He also invests in Propert too. I don’t know how far from you. Please check his web site http://www.pwkgroup.com.au.
His office in 179 plenty rd,Preston VIC.
Good luck and Happy investing.
Cheers
Andy
Jamie Moore
Participant
@jamie-m
Join Date: 2010
Post Count: 5,069
June 29, 2012 - 11:31 pm
Hi John
Like Richard said – with technology, distance these days is not an issue providing you can write an email and scan/fax documents.
Last week I dealt with clients from every state accept NT and even a couple from o/s
I know Richard is in Canada right now and no doubt still putting in some hours with his customers across Oz and overseas.
There’s no need to limit your search to a 30 minute drive when looking for good advice from any professional.
Cheers
Jamie
Jamie Moore | Pass Go Home Loans Pty Ltd
http://www.passgo.com.au
Email Me | Phone Me
Mortgage Broker assisting clients Australia wide Email: [email protected]
JohnDoe
Member
@johndoe
Join Date: 2012
Post Count: 7
June 30, 2012 - 4:08 am
Thanks for the feedback –
In the meantime I have made an appointment with an accountant recommended to me.
Andy thanks for your link – had a look at the website – I particulary liked the page that said they offered advice on what is deductable / depreciable before renovating a rental property. – would have been so handy to have them as my accountant 12mths ago. Their website is more informative than the other person I had recommended.

My next question is – Should I have an initial meeting with at least two accountants and then make a decision?
Jamie Moore
Participant
@jamie-m
Join Date: 2010
Post Count: 5,069
June 30, 2012 - 7:33 am
JohnDoe wrote:
My next question is – Should I have an initial meeting with at least two accountants and then make a decision?
Sure – but you'll probably have to pay for two appointments.
Cheers
Jamie
Jamie Moore | Pass Go Home Loans Pty Ltd
http://www.passgo.com.au
Email Me | Phone Me
Mortgage Broker assisting clients Australia wide Email: [email protected]
AndyY
Participant
@andyy
Join Date: 2012
Post Count: 8
June 30, 2012 - 12:10 pm
You welcome John. I’m new in this forum but now I will try to use it more often.
Answer you question, I’ve used about 3 accountants for the last 10 yrs. Like Jamie said you may have to pay twice.
You can always ask them questions and see how good they are. Let me know, I have some questions if you need it.
The one I gave you, he knows what he is doing and experienced in property. Just give him a call and ask him.
Remember, tax return time now, they all very busy.
Good luck and Happy investing