AFSL Accounting

Accurate & efficient accounting services.

Specialised support to navigate AFSL requirements

Our team of qualified accountants are experts in navigating the complex regulatory landscape surrounding Australian Financial Services Licences (AFSL).

Navigating AFSL requirements can feel like a maze. It’s not just a task, it’s a commitment – one that could lead to penalties or even license revocation if mismanaged.

That’s where we step in. We offer a full range of accounting services, specifically designed for companies holding an AFSL.

By partnering with us, you’ll gain access to a wealth of knowledge and resources that can help you navigate the complexities of AFSL compliance with confidence. From initial setup and ongoing maintenance to audits and reporting, we’ve got you covered every step of the way.

But our commitment doesn’t stop at compliance. We strive to empower our clients by offering insightful advice and innovative solutions that drive growth and efficiency. Whether it’s optimising your financial processes, identifying cost-saving opportunities, or leveraging new technologies, we’re here to help you succeed.

Explore Our Services

Business Tax

Company Secretarial

Self-managed Super Funds

Personal Taxes

Back-office Services

AFSL Accounting Support

Latest News

Changes to Self Managed Super Fund (SMSF) borrowing rules

Legal Notices

WLM Website Information

The information contained in the WLM website has been prepared from a wide variety of sources, which WLM, to the best of its knowledge and belief, considers accurate. WLM does not, however, warrant the accuracy of the information and forecasts possibly contained in the WLM website. No visitor to the site should rely upon the information and/or recommendations contained in the WLM website.

WLM strongly recommends that you make your own inquiries and seek professional advice before acting on any of the information contained in the WLM website. Should you wish to seek advice, please feel welcome to contact us.

The information is current only at the time it is placed on the website. WLM is under no obligation to update the information or correct any inaccuracy which may become apparent at a later time.

The information on this website is general in nature. It does not take into account your particular objectives, financial situation or needs, and should not be relied on as tax, accounting or financial advice. You should obtain advice specific to your circumstances before acting on any of it.

Our Services and Financial Advice

WLM provides accounting, taxation and business advisory services. We are not licensed to provide financial product advice and do not provide advice on financial products such as investments, superannuation, insurance or securities. Where you need advice of this kind, we will refer you to an appropriately licensed financial adviser. Nothing on this website should be taken as a recommendation to acquire, hold or dispose of any financial product.

Registered Tax Agent

WLM Financial Services Pty Ltd is a Registered Tax Agent (Tax Agent Number: 78329002). You can verify our registration on the Tax Practitioners Board (TPB) public register at www.tpb.gov.au/public-register. As a registered tax agent, we are subject to the Tax Agent Services Act 2009 and the Code of Professional Conduct administered by the TPB.

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The information contained in this site is for Australian residents only. This website and these terms are governed by the laws of New South Wales, Australia.

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We take the privacy and security of your personal information seriously and handle it in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

This website uses cookies and similar tracking technologies, including through HubSpot, to understand how visitors use the site and to improve your experience. You can manage cookies through your browser settings.

When you complete a form, subscribe, or send us a message, we collect personal information such as your name and email address, along with any details you provide. This information is stored in our customer relationship management system (HubSpot) and is used only for the purpose for which you provided it. We will not add you to a mailing list or use your information for another purpose without your consent.

If a data breach occurs that is likely to result in serious harm, we will respond in line with the Notifiable Data Breaches scheme.

For full details of how we collect, use, store and disclose personal information, see our Privacy Policy.

Third Party Site Links

This website links to third party sites. Please be aware that WLM is in no way responsible for the privacy or security practices on these sites. They are not covered by the policy set out here, and should instead have their own Privacy and Security Policy contained on their site, which we encourage you to read.

WLM Financial Services Pty Ltd

Liability limited by a scheme approved under Professional Standards Legislation. This scheme applies through our membership of Chartered Accountants Australia and New Zealand (CA ANZ).

If you have any further questions about the services WLM Financial Services Pty Ltd provides, please call us on 02 9221 7777.

Complaints

If you have a complaint about the service we have provided, please:

Raise it with your usual WLM contact or a Director. We will work with you to resolve it, and you are welcome to put your complaint in writing to the Board of Directors, WLM Financial Services Pty Ltd.
If you are not satisfied with the outcome, you can also raise your complaint with:
1. For tax agent services: the Tax Practitioners Board, using the online complaints form at www.tpb.gov.au/complaints.
2. For professional conduct: Chartered Accountants Australia and New Zealand (CA ANZ).
3. For privacy or a data breach: see our Privacy Policy, or the Office of the Australian Information Commissioner (OAIC).