Founded on more than 30 years of providing specialist taxation and advisory services, Advisory Partner offers a better way of working with your accountants and advisers to reach your business goals.
Advisory Partner works with listed and private companies, high net worth individuals, start-ups, mergers & acquisitions, and agricultural family businesses.
Advisory Partner has been granted an Australian financial service licence as a corporate authorised representative of AP Lloyds Pty Ltd, a company jointly owned by Advisory Partner and Lloyds Brokers.
The licence adds considerably to the work Advisory Partner can do for our clients.
We can now provide financial product advice for deposit products; derivatives; interests in managed investment schemes; and securities. We can also issue, apply for, acquire, vary or dispose of those same financial products for retail and wholesale clients.