Canning Vale Financial & Risk Management Advice

The team at Brealey Quill Kenny, accountants based in Canning Vale, just South of Perth CBD, meet with clients almost everyday to discuss their financial affairs and risk management matters. We often provide advice on strategies to better manage or improve their financial position. This may be as simple as preparing a household budget or as complex as buying a commercial property through a self managed superannuation fund (SMSF).

Our team also answers client’s telephone and email queries as they arise in matters such as buying a new vehicle, buying or selling investments or employing a new staff member.

Where our clients require advice on specific financial products we refer them to one of our professional affiliates  who holds the necessary financial services licence.

Similarly, where our clients require specific risk management advice we refer them to one of our professional affiliates who is able to offer them a full suite of insurance and risk management options and policies.

For financial management and risk management advice, please contact us.

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PPSAdvisory – Introductory ServicesOur team recently received an update on the Personal Property Security Act (PPSA) from our affiliated advisor, Simon Read of PPSAdvisory Simon reminded us of the importance of our clients properly registering their security interests,...
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