Nikhil Sreedhar profile image

Nikhil Sreedhar

Founder & CEO at ProAdviser

Member Since December 2013

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7 FOLLOWERS

I am a 22yo financial services professional who has taken a keen interest in assisting professional advisers leverage of the internet and grow their businesses. I am doing this via ProAdviser (www.proadviser.com.au), an online marketplace where Australian consumers can get quotes, compare and contact a financial adviser, broker, accountant or lawyer.

For consumers, ProAdviser is quote and comparison website, but for professionals, ProAdviser is a unique lead generation platform.

Nikhil Sreedhar answered this question

Paul Zisson
Paul Zisson , Founder & CFO at

Accounting

What is your perception of an accountant or financial advisor?

Hi Paul,

As a former accountant (graduate) and former financial planner (graduate) it really does depend on what you need advice on and whether the advice is for a business or your personal financial affairs.

In my experience, accountants are well equipped to deal with most things related to helping businesses. Sure they prepare your personal tax return and may give a hot stock tips, their training and qualifications is focused on helping businesses - corporate strategy, tax planning, etc.

Financial planners/advisers are the best professionals to help you with your personal financial situations such as super, investments and insurance just to name a few.

My comments are based on the big picture, however their will always exceptions where  some accountants provide personal financial advice and where some financial planners provide advice on business.

Just a note, you should make sure that the accountant or financial planner you go to is legally licensed to provide the advice the he/she is giving you.
Hope this helps
Cheers

Nikhil
Founder & CEO
ProAdviser
An online marketplace where Australian consumers can get quotes, compare and and contact a financial adviser, broker, accountant or lawyer.

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Nikhil Sreedhar answered this question

Paul Zisson
Paul Zisson, Founder & CFO at

Accounting

What is your perception of an accountant or financial advisor?

Hi Paul,

As a former accountant (graduate) and former financial planner (graduate) it really does depend on what you need advice on and whether the advice is for a business or your personal financial affairs.

In my experience, accountants are well equipped to deal with most things related to helping businesses. Sure they prepare your personal tax return and may give a hot stock tips, their training and qualifications is focused on helping businesses - corporate strategy, tax planning, etc.

Financial planners/advisers are the best professionals to help you with your personal financial situations such as super, investments and insurance just to name a few.

My comments are based on the big picture, however their will always exceptions where  some accountants provide personal financial advice and where some financial planners provide advice on business.

Just a note, you should make sure that the accountant or financial planner you go to is legally licensed to provide the advice the he/she is giving you.
Hope this helps
Cheers

Nikhil
Founder & CEO
ProAdviser
An online marketplace where Australian consumers can get quotes, compare and and contact a financial adviser, broker, accountant or lawyer.

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