Sorrento Strategic Solutions
We offer a personalised client service and are determined to fully understand your future goals; ensuring you will receive Accredited Financial Planning Advice specific to meeting your objectives.
In line with new laws introduced 1st July 2016, Kylie Thompson is now one of a minority of Australian accountants legally licensed to offer Accredited Financial Planning Services and is an Authorised Representative of Akambo Pty Ltd trading as Accountants Private Advice (APA).
Sorrento Strategic Solutions is proud of its partnership with APA – a leading self-licensed private wealth firm with proven success in assisting clients navigate the world of advice and investing. Together, we provide a bespoke financial planning service across various growth profiles depending upon your circumstances and financial goals.
As recent winners of the IFA Award for their investment expertise, APA currently manages funds in excess of $500m across a base of 750+ clients Australia-wide.
Contact us to discuss your financial aspirations and decide if Sorrento Strategic Solutions is the correct fit for your financial planning needs.