Accreditations & Licences


'Wholistic Financial Solutions' is a Joint Venture between WFS Canberra Pty Ltd, Wholistic Financial Coaching Pty Ltd, Wholistic Property Investing Pty Ltd, Wholistic Finance Solutions Pty Ltd and Wholistic Property Management Pty ltd

 

Financial Planning - Wholistic Financial Coaching Pty Ltd

 

Catherine Smith and Pradnya Sood are Authorised Representative's of GPS Wealth Ltd AFSL 254544, Australian Credit Licence 254544, ABN 17 005 482 726

 

Mortgage Broking - Wholistic Finance Solutions Pty Ltd

 


 

 

Property Advice - Wholistic Property Investing Pty Ltd

Catherine Smith, Licensed Real Estate Agent (ACT) and member PIPA (Property Industry Professional Association of Australia). 


Lara Brown is a Licensed Real Estate Agent - ACT

 

 

Taxation and SMSF Services - WFS Canberra Pty Ltd

WFS Canberra is a Registered Tax Agent and a member of NTAA (National Taxation Association of Australia)

See www.ntaa.com.au

 

WFS Canberra has an ASIC Approved SMSF Auditors  (Pradnya Sood)

 

 

WFS Canberra is a MYOB LiveAccounts adviser

 

See - http://liveaccounts.myob.com.au/

 

WFS now has Xero Certified Advisers


WFS IN THE NEWS

My comments on the Canberra Property Market in the news.

https://www.mywealth.commbank.com.au/property/canberra-suburbs-to-watch--infocus201601