AccSource
Girikumar Yadav is a senior financial executive at AccSource since June 2023, specializing in Australian Paraplanning by assisting financial planners and investment management firms in drafting Statements of Advice (SOA) and Records of Advice (ROA) in accordance with Australian regulations. Prior to this, Girikumar worked at Valenta as a Financial Planner/Analyst (Paraplanner) from April 2021 to May 2023, focusing on Customer Relationship Management and financial planning. Earlier experience includes a role as an Associate Financial Planner at Hamara Planner from September 2020 to January 2021, with a focus on wealth management. Education includes a Certified Financial Planner designation from the Financial Planning Standards Board and a Bachelor of Commerce from Himaja Degree College.
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AccSource
AccSource is an ISO27001-certified business process outsourcing company specialising in accounting, operational, administrative and compliance business processes for all small to large enterprises across an array of industries. Some of the clients we serve are accounting firms, mortgage brokers, financial planners, family businesses, manufacturers, and listed companies. Our capabilities include day-to-day bookkeeping, compliance work, SMSF compliance, compiling tax returns, financial and management reporting, budgeting and forecasting, virtual assistant services, customer support services, an inbound call centre, chat support and any business process function that is suited to your specific needs. We are: • Client-focused: Adaptable and understanding to the need for customised outsourcing solutions based on specific functional and business requirements. We are not just a staffing solution. •Highly secured: We utilise an Amazon server environment hosted in Australia, with our projects and jobs managed through a portal workflow system. Access to cloud applications are controlled by an API, without the need for a password by the team members. •Robust in our processes: We pride ourselves on our meticulous systems, quality control and review mechanisms. They are uncomplicated and require only minimum involvement from your business. •Transparent: With fixed & upfront pricing with no cost surprises, no minimum guarantee, no set-up costs & no lock-in period. •Friendly, Professional and Personable: We celebrate and promote a positive and rewarding team culture. In turn, our professionally qualified accountants and support staff consistently deliver world-class service and are always willing to exceed expectations. For more information, please do not hesitate to click the ‘contact us’ button above and fill out the form. One of our friendly team members will be in contact with you as soon as possible.