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Businesses & Industries

Accountants for Financial Advisors

and Wealth Management Firms in Brisbane

Empire Accountants works with financial advisors, financial planners, and wealth management firms across Brisbane. Since 2015 our team has helped practices at every stage, from newly licensed advisors setting up their first structure, to established firms managing complex entities and growing teams.

We understand the compliance obligations, tax considerations, and business pressures that come with running a financial services practice. Our focus is on keeping your tax and compliance in order while giving you the financial clarity to grow a more profitable practice.

Contact us
Contact us

Accounting Services Designed for Financial Advisors and Wealth Management Firms


We provide specialist accounting, tax, and advisory services tailored to how financial planning practices actually operate.

Whether you're a newly licensed advisor or an established firm with a growing team, our approach is built around the financial reality of running a professional services practice — not a generic small business template.

Reach out today
Reach out today

Services for Financial Advisors and Wealth Management Firms

Business Structure and Setup

The right structure protects your assets, reduces your tax, and works alongside your AFSL obligations. We advise on setup from day one and review it as your practice evolves.

Learn more about structure establishment

Tax Planning and Compliance

We work with financial planning practices before 30 June each year to identify legitimate tax minimisation strategies, and handle all BAS and income tax lodgements year-round.

Learn more about tax planning

Practice Profitability Reporting

Know which clients, service lines, and team members are actually driving profit. We implement Xero reporting that gives you real visibility over margins and performance.

Learn more about business advisory

Cash Flow Management

Trail commissions, project fees, and retainer arrangements all create uneven cash flow. We build forecasts around your specific revenue model so you're never caught short.

Payroll and Contractor Compliance

Employed advisors, planning staff, and contractors each carry different obligations. We manage payroll, superannuation, and Single Touch Payroll (STP) reporting so your workforce compliance is always current.

Learn more about bookkeeping services

SMSF Accounting

Many financial advisors and their clients operate self-managed super funds. We handle SMSF accounting, annual returns, and ATO compliance.

Learn more about SMSF services


Why Empire Accountants for Your Financial Planning Practice

  • Credentialed expertise — our team includes, Certified Practicising Accountants, Chartered Accountants and a Chartered Tax Advisor
  • A dedicated advisor with a team that supports them — you work with the same person who knows your practice, not whoever's available
  • Fixed monthly fees — predictable costs with no surprise invoices or per-call charges
  • Proactive, year-round — we contact you before deadlines and before 30 June, not after
  • Brisbane-based since 2015 — a local team that understands the Brisbane professional services market

Common Challenges Financial Advisors Bring to Us


Financial planning practices face financial pressures that are distinct from other service businesses. We regularly assist advisors dealing with:

  • Uneven cash flow from trail commissions, project fees, and retainer arrangements
  • Limited visibility over which clients and service lines are actually profitable
  • Complex business structure decisions involving companies, trusts, and AFSL obligations
  • Contractor and employee classification for paraplanning staff and associate advisors
  • Dual compliance obligations across ATO and ASIC requirements
  • SMSF accounting and compliance for advisor and client funds


Brisbane Focus

We work with financial advisors and wealth management professionals across Brisbane, with a strong presence in the commercial hubs where most practices are based:

  • Brisbane CBD
  • Fortitude Valley
  • Newstead
  • South Brisbane
  • Inner-east suburbs including Murarrie, where our office is located

Our experience working with financial services professionals in these areas means we understand the pace, structure, and commercial realities of running a financial planning practice in this market.

What Working With Empire Looks Like

Since 2015, Empire Accountants has worked with financial advisors and professional service businesses across Brisbane at every stage of growth, from newly licensed advisors getting their structure right, to established firms managing complex entities and growing teams. Led by four partners, our team is hands-on, commercially minded, and straightforward to deal with.

We take the time to understand how your practice generates income, where the pressure points are, and what decisions are coming up. The advice we give is practical and grounded in your situation, not a generic accounting checklist. As Xero Platinum Partners, we also help financial advisors get the most out of their accounting systems from day one.

FAQs For Financial Advisors

Get Started

If you operate a financial advisory or wealth management practice in Brisbane and want specialist accounting support, clearer practice reporting, and proactive tax planning — speak with our team.

Contact Us Today
Contact Us Today