Ascendia is a Multi-Disciplinary Team of Accountants, Financial Planners & Lawyers
Ascendia is made up of a multi-disciplinary team of Sunshine Coast and North Brisbane accountants, financial planners & lawyers working out of offices in Noosa, Maroochydore & North Lakes.
The Ascendia principals you deal with are owners in the Ascendia business they operate within, as such they have a long term stake in delivering you an excellent service. Our partners each have a minimum of 10 years experience in senior public practice.
The accountant teams / companies are:
- Ascendia Accountants (Brisbane) Pty. Ltd.
- Ascendia Accountants (Maroochydore) Pty. Ltd.
- Ascendia Accountants (Noosa) Pty. Ltd.
The accounting companies do not provide personal investment advice or investment managment services as regulated by the Australian Securities & Investment Commission (ASIC). This service is provided, as required, by the ASIC Corporate Authorised Representative - Ascendia Wealth Pty. Ltd - of the licensed financial services provider Ascendia Pty Ltd. (AFSL 307308).
Similarly these accounting companies do not provide legal services - which is provided by Ascendia Lawyers Pty Ltd, which is outlined below.
These services are provided by Ascendia Lawyers Pty.Ltd. This Directors of the business and the principals that provide service to you are the owners of this business. You can review ascendia lawyers services in more detail at www.ascendialawyers.com.au .
Ascendia Lawyers is regulated by the Queensland Law Commission and is a member of the Queensland Law Society. Ascendia Lawyers is an Incorporated Legal Practice and practising solicitor of the Supreme Court of Queensland.
Ascendia Lawyers has associates in other states and territories, which it works with where appropriate to deliver services to its clients in these jurisdictions.
Investment Advisors & Managers
Ascendia Wealth Pty. Ltd. is a corporate authorised representative of Ascendia Pty. Ltd. AFSL 307308, which is independently licensed by ASIC to provide investment and financial advice and management services. You can review these services in more detail at www.ascendiainvestment.com.au .
Both companies are regulated in the first instance by the Australian Securities and Investments Commission (ASIC), which has specific and sole responsibility for regulating Australian Financial Services Licensees and their Authorised Representatives in their professional capacities.
This business is also regulated in general terms like most companies also by the Australian Taxation Office and ASIC in respect of the Corporations Law generally.
This business does not provide taxation or accounting advice or services as regulated by the Australian Taxation Office (ATO) and is not a registered tax agent. These services are provided by the accounting businesses outlined above. This business does not provide legal advice either, which is provided by Ascendia Lawyers.
Ascendia Wealth and Ascendia co-operate in branding and marketing. Ascendia and Ascendia Wealth is independently owned and operated by the principal and operators of this business, there is no ownership or distribution arrangement with any bank, insurance company or other financial services provider.
Please refer to the current Ascendia Financial Services Guide for more details regarding our formal and professional qualifications and experience.