Accountants IQ appointed to the role of Senior Policy Adviser, Financial Advisory Services.
Sydney, Tuesday 28th November – AccountantsIQ today announced it has been appointed to the role of Senior Policy Adviser, Financial Advisory Services for Chartered Accountants Australia New Zealand (CA ANZ).
The appointment underscores CA ANZ’s commitment to supporting its members who provide financial advice. AccountantsIQ will deliver policy advocacy and member practice support services in consultation with CA ANZ’s Leader of Financial Advisory Services and key stakeholders.
“I am delighted with the appointment of the AccountantsIQ’ team to this part-time role”, said Bronny Speed, Founder & Director of AccountantsIQ, a CA ANZ member and a Certified Financial Planner “This is an exciting appointment as the role with CA ANZ will dovetail perfectly with the current services we offer to accountants who are working within the licensing world.”
It has been a challenging period for accountants who provide financial advice, particularly with changes to the regulatory licensing regime and legislative reforms to super. These have directly impacted on accountants regardless of whether they hold Australian Financial Services Licences or not, as the boundaries for financial advice, tax advice and normal compliance work have become somewhat blurred.
“Having been an active advocate for accountants in the advice space for a number of years, it is pleasing that the AccountantsIQ team is now able to use its experience and expertise to assist CA ANZ and its members navigate the landscape, now and into the future”, Ms Speed added.
AccountantsIQ will focus on providing advocacy on financial advisory services policy priorities, as well as ongoing support for licensed and unlicensed members who provide financial advice, including practical information, education, training and professional development to help grow their businesses.
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