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.
Our Partners
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).
AFSL 322056
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.
Contact us.
Phone
08 9246 7504
Address
22 ASHMORE WAY,
SORRENTO, WA 6020
Sorrento Strategic Solutions Pty Ltd (ABN 72 167 568 989)
is a Corporate Authorised Representative of Akambo Pty Ltd t/a Accountants Private Advice (AFSL no. 322056) ABN 16 123 078 900Level 14, 379 Collins Street, Melbourne, Victoria 3000.
General Advice Disclaimer
Akambo Pty Ltd t/a Accountants Private Advice AFSL 322056 General Advice Warning:
This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information. Investment Performance: Past performance is not a reliable guide to future returns as future returns may differ from and be more or less volatile than past returns.
Legal Disclaimer
Information provided on this website is general in nature and does not constitute financial advice.
Sorrento Strategic Solutions Pty Ltd will endeavour to update the website as needed. However, information can change without notice and Sorrento Strategic Solutions Pty Ltd does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decisions, we recommend you consult a financial planner or take into account your particular investment objectives, financials situation and individual needs.
Sorrento Strategic Solutions Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website.
Except insofar as any liability under statute cannot be excluded, Akambo Pty Ltd t/a Accountants Private Advice, its employees and Authorised Representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.