Client Services Administrator at Donegan's Accountants & Wealth Advisers - N/A, N/A, US
"Boutique partners, partnering you for the whole story." Donegan's is a long established Melbourne based financial services firm, offering the full range of financial services including investment, accounting, taxation, personal succession planning, wealth creation & asset protection services. Financial advisers with a difference specialising in providing highly personalised financial advice to a wide range of clients including individuals, family groups, small & medium businesses, SMSFs & foundations. We work with our clients along their financial journey to ensure our clients' long term financial health. Our accounting division, Donegan's Accountants, specialises in cloud accounting services and is a Xero accredited practice. We also work with clients who utilise Saasu Cloud Accounting & MYOB & associated software packages. Specialities include Financial Accounting & Bookkeeping Taxation including BAS Superannuation Intergenerational Wealth Creation Personal Succession Planning Debt Management Cash Flow Management Asset Protection Investment Advice & Management Personal Insurance Cloud Accounting