Financial Planning
Horsey Jameson Bird Pty Ltd (ABN 83 057 778 702) is a Queensland based financial services company that holds an Australian Financial Services Licencee (Licence No. 222029) under the Corporations Law and is a Principal Member of the Financial Planning Association of Australia (FPA).
In line with our professional approach as a Principal Member of the FPA we observe a strict and comprehensive Code of Professional Conduct setting minimum acceptable levels of service.
Our Australian Financial Services Licence allows our Authorised Representatives to advise on all forms of investment which ensures appropriate financial plans are prepared to meet client needs.
Our expertise caters from assisting businesses with their future planning to individuals wishing to maximise personal wealth creation. All of these services are provided in a professional yet uncomplicated manner.
Financial plans and risk profiles are tailored to each client's individual needs. Investments are recommended only after assessing suitability to meet investment objectives and individual financial situations.
Accounting and Taxation
Horsey Jameson Bird Taxation Services Pty Ltd (A.B.N. 35 087 113 371) is a registered Tax Agent and has been providing clients with solutions to their accounting and taxation needs for many years.
The company employs a team of professionals whose qualifications and skills have been developed to provide specific advice and assistance in this area.
Whilst the majority of work undertaken is based around ensuring businesses and individual clients meet their lodgement and compliance obligations, the Taxation and Accounting Division also provides advice in relation to Self Managed Superannuation, complex Taxation Issues, Business Structuring and Small Business Management.
The Accounting Division takes pride in its approach of providing each and every client, large or small, with personal attention. The business adopts a strict practice of assisting and advising clients on their relationship with the Taxation Department. Clients feel comfortable knowing their compliance obligations will be monitored, followed up and deadlines met.