Our financial planning services will be offered via the principal dealer group,
"Bongiorno Financial Advisers (Aust) Ltd" ("BFAA"). Why BFAA? Like
Carrazzo Consulting CPAs, their financial services evolved from a
background of accounting and taxation services - a crucial factor, especially
given the growing complexity of our tax laws.
The integrity and market acceptance of BFAA cannot be questioned; they have been
offering Financial Planning Services for over 35 years, rank in the
Australian Top 40 in terms of funds under management
(nearly $1.3 billion), and have been successful in establishing a presence
Australia wide. It is a group noted for its innovation and service culture -
a perfect fit for the culture we also pride ourselves upon.
BFAA holds an unrestricted dealers licence with the Australian Securities and
Investments Commission and is a principal member of the Financial Planning
Association of Australia. Per Corporations Laws requirements, BFAA have issued
us with a proper authority, which gives us the right to offer Financial
Planning Services, such as superannuation and investment advice.
If you seek more information in relation to BFAA, visit their web site at
www.bongiorno.com.au.