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RA Advisory Business Accountants

RA Advisory | Business Accountants | Kew
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Kumari
11:21 09 Jun 21
Robin and his team offer a value added service where every interaction and meeting seems to only improve things. They take on the various challenges we have and ameliorate our financial situation and spend however long it takes to make sure we understand what actually is happening. If you are looking for an accounting firm that wants to work together with your business, listens to your concerns and develop tailored solutions - then you won't regret engaging RA Advisory.
Kirsten Louise
22:58 09 Jun 21
I really appreciated Robin's warm and professional manner, as well as his patience in answering our tax and accounting questions. Robin and his team are also prompt in their replies to emails
roshan shetty
08:48 30 Aug 20
Having known Robin personally before availing his accounting services, I was fully aware what I was getting into. Seriously, he thinks in numbers and is the one of the most organized and meticulous person that I know. Guess that's an occupational hazard however that did give me a preview of what sort of accounting experience I was signing up for.This was the first time, I considered doing my taxes with the help of professional. If you are someone, who's got only one source of income and not many ongoing investments other than a savings account then you are better off doing it yourself. (This is the exact advice I got from RA advisory before they agreed to help me with my taxes). However, having gone through them, I can see the difference a professional service makes. If you are after an accountant, you won't go wrong in choosing them. Affordable fees, detailed advice and fast returns.
Vivek A
02:29 22 Sep 20
I was referred to RA Advisory by two of my friends, and I have known Robin personally before my interactions with him as a potential accountant.Robin is methodical, very detail oriented, and gives sound advice without the "marketing speeches" commonly seen from many other accountants. He advised me that forming a company was a great idea for my situation along with clear reasons and has helped me form this company and manage the book keeping and accounting. I found him to be very knowledgeable in all aspects of personal and company tax and would highly recommend RA Advisory and his team as accountants for both personal and business situations.If you want a clear cut and to the point accounting practice, this is the place to go to.
Roy Hanford
08:32 21 Aug 20
Robin and the team at RA Advisory are professional, hold you to account but most importantly authentic. They’re passionate about helping you whether, it be personal or business related financial matters, and put in the extra leg work every time. I recommend RA to anyone who ever asks ‘Do I Know a good accountant?’ My reply is always, ‘No I don’t, I know a GREAT accountant.’
Harry Singh
03:23 20 Jan 22
Robin Aggarwal at RA Advisory is very smart and qualified accountant. He is very thorough and pragmatic.I reached out to him for a very urgent request, after he was recommended to me by a family member. He understood the problem before committing to help, he specifically made time to ensure I was able to meet the tight deadline.Based on his knowledge and customer service skills, I would recommend RA Advisory to anyone.
Chris Zissis
07:51 02 Feb 22
Great work! These guys make my life so much easier!
Bin Looking
01:14 22 Feb 22
Our company has been with Robin Aggarwal since the inception of RA Advisory C/A.We have found Robin and associates to be be nothing but attentive to our requirement,all services are promptly attended to.We would highly recommend RA Advisory Chartered Accountants to any person or business looking to engage with an approachable ,highly competent group of professionals.B.F.Malpas,Director,Malpa Holdings PTY .
AMOL GUPTA
22:59 08 Nov 21
The whole of RA team is friendly. Robin is responsible and will do the best for his client. I am sure client will be safe with RA. Icing on the cake is Robin's personable attitude.
Betty Fang
07:38 26 Oct 21
Robin and Elva have been fantastic in helping me with my taxation needs. Knowledgeable, professional and easy to talk with. Highly recommended!
Shirley Guo
23:08 23 Feb 22
Robin is very helpful and reliable. He helped me with my tax stuff and gave me some advice on financial management. I’m sure I’ll come in the future!
Anh Nguyen
03:18 24 Feb 22
Highly recommend their services at RA Advisory! Robin and the team do their very best to make sure that you walk out with a smile. Anyone looking for a good accountant, this is the place to go!
Abhilash John
08:30 20 Mar 22
Robin, Bhavya, and team were truly professional in their approach. Robin spend a lot of time with me, patiently answering every question that I had in terms of Investment strategies, tax returns etc.. I highly recommend them for your tax returns and general advise on tax.
nermeen Tsatsis
05:40 23 Mar 22
Great service given by Robin, went above and beyond expectations. Highly recommend. Thankyou!
Daniel Yee
02:11 29 Mar 22
Robin and his team are greatly supportive, helpful and make tax time very easy.
W K
08:18 29 Mar 22
Great service from Robin and his team. They take the time to carefully run through things with you and he's helped me clear up my prior returns and provided some great advise on financial management structures. Will definitely be staying with RA long term.
Andrew H
06:53 01 Apr 22
It has been an absolute pleasure connecting with Robin and his team. While I have found him to be highly knowledgeable and competent, Robin's true gift is a genuine interest in supporting the financial growth of his clients. I would not hesitate in recommending RA Advisory to others and look forward to our continued partnership for many years to come.
Claire Sauvage
05:30 22 Apr 22
Robin was very helpful and able to answer all questions related to preparing for tax time and which accounting systems were appropriate for my business in the community services/healthcare sector. Robin was very generous with his time and knowledge and I would recommend him to others.
Luke Cullen
09:09 25 May 22
Robin and his team are excellent. Customer centred, thorough and their attention to detail is second to none. I look forward to working more with the team as my business progresses. 👌👌
Jiten Taluja
07:39 12 Jun 22
Had a very good 1st time experience with Robin (RA Advisory) and his team. Robin is very detailed and worked on my complex taxes in relation to shares, investment properties, super etc. He advised of good tax planning strategies to take into consideration.
Georgia Rosier
09:01 05 Aug 22
Extremely helpful for this first time business owner! Highly recommend.
Ronny Majani
08:11 17 Aug 22
Amazing team. Incredibly helpful very supportive and with an obvious dedication and genuine interest in helping *you* the client. Robin sat with me and helped me understand every detail I needed to know to allow me to bet on top of my tax situation and make the most of it. Thank you very much!
Lihua Pan
01:55 19 Aug 22
Robin and team are prompt, professional and precise. Happy to continue using their service.
Kate Storey
22:45 31 Aug 22
I'm happy to recommend RA Advisory for their swift, professional and exacting service. Very happy, definitely recommend. Thanks to you and your team Robin.
Vikas Garyali
03:10 07 Sep 22
We are truly impressed with Robin Aggarwal’s level of knowledge and professionalism. My previous accountant gave me wrong tax advise and that could have resulted in a significant tax liability for us.We were extremely lucky to find Robin Aggarwal who was very diligent in his approach to understand our situation and offered best and suitable solution in no time.All through this journey Robin and his team did not rush through the process at all.I would highly recommend him to anyone who requires genuine accounting advice. He has a great acumen in providing complex tax advice.In addition we are really impressed with how organised and structured his processes and applications are. Thanks Robin and team!
Lola Brown
11:51 19 Oct 22
As a new business owner, there was a lot I did not understand about tax time. Initially I was very anxious and Robin and his team put my mind at ease with their knowledge, empathy and patience!Robin clearly explained the best way to set up and manage my business finance going forward and taught me how to simplify my set up for future tax returns.I feel relieved to have found an accounting firm that I can put my trust into and I was super lucky to find them first go!!Thank you Robin, Vanshika and Bhavya, I have been so happy with your service and will no doubt be with you guys, for many years to come! 😊
Sandra Auguste
06:59 18 Oct 22
Outstanding service by Robin & Team. Robyn was very helpful and able to answer all questions related to preparing for my tax return. He was very generous with his explanations and provided clear guidance on how to best proceed. Definitely recommended - in person or virtually. Thanks again !
Ker Ching
00:40 11 Nov 22
Robin's quick response to my request and clear explanation to my personal income tax queries is excellent. He also shared some other advice with me after hearing more of my situation. Would certainly recommend his firm's services. Well done.
Hung-wei Sung
03:07 24 Nov 22
The best accountant service I have in Australia so far.My wife has a small business and we have hired several financial advisers before. However, they didn't do their work. The registration of the company was not done properly, and the tax reports accumulated for years. All of these issues ware solved by Robin and his wonderful team. Beside the company tax, Robin also helped us for our personal tax report. Very helpful and knowledgeable. Highly recommended
Sharleen
02:32 20 Jan 23
Robin and his team have been incredibly amazing! They’ve exceeded my expectations considering my previous horrible experiences with other accountants. They really make you feel looked after and all I can say is their customer service skills and turn around times are exceptional. Would highly recommend Robin and his team!!
Mahbubur Riad
03:19 28 Feb 23
It has been wonderful working with Robin and his teams. Even though he is very knowledgeable and good at what he does, Robin's real talent is that he cares about his clients' financial growth. I wouldn't think twice about recommending RA Advisory to others, and I'm looking forwards to working with them for a long time
Reece Alec
07:46 27 Feb 23
I recently got RA Advisory to complete my tax return and they made the process so easy. Bhavya and Robin were very professional and thorough. Will definitely be going back to them next year!
gg p
00:00 14 Jul 23
I engaged Robin to prepare a back log of tax returns and he made the process easier than expected. The RA Advisory team answered all my questions very quickly and I'd recommend Robin to anyone that needs their tax returns done quickly and.
SAGAR KADIAN
14:57 17 Jul 23
Robin & team were extremely helpful in getting to all our tax lodgments on time, and also provided some great insights into the business for us to make better financial decisions. Moreover, with them as our accountants we were able to tax plan for the future and focus more towards the growth of our business.
Shea Gillatt
05:53 19 Jul 23
Robin and his team do a great job of looking after both my personal and company accounting requirements. Highly responsive to all communication and always have my best interests in mind. Thanks for all your hard work!
Megan Ong
07:24 20 Jul 23
Robin truly went above and beyond to assist me with my taxes. His extensive knowledge and expertise in the field were evident from the start, and I was immediately put at ease knowing that my finances were in capable hands. Not only did he take his time to answer all my questions but he also took the time to patiently explain complex concepts to me in a way I could easily understand. His professionalism and attention to detail were outstanding, and I couldn't have asked for a better experience. Thanks to their guidance, I feel confident that my taxes are handled accurately and efficiently. I wholeheartedly recommend Robin to anyone in need of top-notch financial expertise!
Noushin Hosseinabadi
03:13 27 Jul 23
Robin and his team at RA Advisory are professionals who go beyond expectations to meet your needs. I have a complex case with my finances and Robin spent as much time needed to understand my situation and provided me with best solutions. He and his team always respond calls and emails in an hour if not less. After 10 years of trying different accountants and having to pickup their mistakes, this is the first time I am confident that I am in good hands.
Rez
03:59 27 Jul 23
Robin is such a standup guy for going the extra mile to help sort out my tax return. Clearly walking me through the different steps, making it real easy for me to understand the what and why of the tax return process for my specific situation. Would definitely recommend and come back to him.
Jordan Cullen
06:47 01 Aug 23
The team is amazing. Robin is a lovely guy and really understands our business. I am very happy and can't recommend them highly enough.
Asim Siddiqi
07:42 01 Aug 23
I am client of raadvisory for last 3 years and highly satisfied with their services. I would highly recommend RAADVISORY as their services include attention to details with great experience and prompt response to queries and resolution.Robin and his team deliver services very efficiently and proactively to meet expectations of their clientele.
Kim Draper
05:32 16 Aug 23
Robin gave fantastic support and spent time catering the service to my specific needs. Robin also was contactable at any time. I am more than happy with the service I received at R A Advisory.Highly recommended
Chander Gera
13:48 30 Aug 23
I have been dealing with Robin and his team for last two years. It’s only after emeeting Robin, I came to know about the in-depth process of taxation. Robin is very knowledgeable, always approachable and has mastery over the tax. He is the best accountant that I have come across. I would highly recommend Robin to any business.Very thankful to him for managing my accounts.🙏
john bedovian
07:00 28 Sep 23
RA Advisory finally make me feel like I have some control back with my finances. Robin and his team are great, easy to work with and generous with their advice. Highly recommended
Ayush Das
05:23 16 Oct 23
Had an initial chat with Robin to see if RA Advisory would be the right fit for my circumstance and he happily answered all my questions and was very knowledgeable. I was happy with all the information he was able to provide and felt valued from the beginning. RA Advisory are definitely worth giving a call if you need to discuss your needs.
Anand Mohan
23:01 19 Oct 23
Robin was very helpful with advising me on my tax situation. He is very knowledgeable. Provided me valuable financial advise to manage my affairs. My queries were explained quickly. Down to earth attitude, made dealing and interacting very smooth.
Pardeep Samra
07:30 22 Jan 24
Robin and his team have been incredible to work with. They helped me with my return and also noticed and corrected a prior year which was done incorrectly. Robin has been so prompt with getting everything done and communicating with me throughout the process. It’s the first time I’ve also had someone educate me along the way and ensure I understand how and why things are done a certain way and some tips on what I can do better. Highly recommend!
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Merit Wealth Pty Ltd abides by the National Privacy Principles established under the Privacy Amendment (Private Sector) Act, 2001.

The Privacy Principles can be obtained from the Office of the Australian Information Commissioner website.

As a financial planning organisation we are subject to certain legislative and regulatory requirements, which necessitate us obtaining and holding detailed information about ourclients.

This information personally identifies you and/or contains information or an opinion about you (“personal information”).

 

Provide you with financial planning and advice service tailored to your personal situation and needs requires that we obtain relevant personal information about you, that may generally include:

  1. Employment details and employment history
  2. Details of your financial needs and objectives
  3. Details of your current financial circumstances, including your assets and liabilities (both actual and potential), income, expenditure, insurance cover and superannuation
  4. Details of your investment preferences and aversion or tolerance to risk
  5. Information about your employment history, employment circumstances, family commitments and social security eligibility
  6. Details of your personal, investment and business objectives in the near and longer terms

Failure to provide the personal information relevant to the advice may expose you to higher risks in respect of the financial planning recommendations made to you and also may affect the adequacy or appropriateness of advice we give to you.

As we are required pursuant to the Corporations Act to collect sufficient information to ensure appropriate advice can be given in respect of recommendations made to our clients, if you elect not to provide us with the personal information referred to above, we may elect to terminate our relationship with you if we believe we are unable to provide you with adequate service. We will not collect any personal information about you except when you have knowingly provided that information to us or authorised a third party to provide that information to us.

Generally collection of your personal information will be effected in either face to face interviews, over the telephone or by way of an on-line client engagement form. From time to time additional and/or updated personal information may be collected through one or more of those methods.

We will only collect, maintain and use Personal Information about you if it is necessary for us to adequately provide to you the services you have requested including:

  1. The preparation of your financial plan
  2. The provision of financial planning advice to you as requested by you or from time to time as we believe appropriate
  3. Making securities and investment recommendations
  4. Reviewing your financial plan
  5. Reviewing securities and investment recommendations
  6. The potential dissemination of information to a new Financial Services License in the event a representative changes to such a new license in accordance to terms of his/her employment

We will not use or disclose Personal Information collected by us for any purpose other than to perform the professional services you have contracted us to do. i.e we will not use it for anything other than:

  1. The purposes for which it was provided or secondary related purposes in circumstances where you would reasonably expect such use or disclosure or
  2. Where you have consented to such disclosure or
  3. Where the National Privacy Principles authorise use or disclosure where required or authorised under law, in circumstances relating to public health and safety and in connection with certain operations by or on behalf of an enforcement body.

We may be required to make certain information available for inspection by the professional associations as part of ongoing compliance with standards. This may involve the disclosure of your personal information.

We are also obliged pursuant to the Corporations Act to maintain certain transaction records and make those records available for inspection by the Australian Securities and Investments Commission. Our clients receive ongoing service and this includes the use of personal information collected from you for the purpose of providing you with direct marketing material and tailored ongoing financial services such as articles that may be of interest to your age group or employment. However you may, by contacting us, request not to receive such information and we will give effect to that request.

We may disclose your Personal Information to superannuation fund trustees, insurance providers, and product issuers for the purpose of giving effect to your financial plan and the recommendations made by us.

In order to ensure that you receive a personal and tailored service, your Personal Information may be transferred to one of our agents or representatives who will be your primary point of contact with the organisation.

It is a condition of our agreement with each of our representatives that they adopt and adhere to this privacy policy. You can be assured that your information will be maintained by any representative in accordance with this policy. If you have any concerns in this regard, you should contact us by any of the methods detailed below.

In the event that we propose to sell our business we may disclose your personal information to potential purchasers for the purpose of them conducting due diligence investigations. Any such disclosure will be made in confidence and it will be a condition of that disclosure that no personal information will be used or disclosed by them. In the event that a sale of our business is affected, we may transfer your personal information to the purchaser of the business. As a client you will be advised of any such transfer.

Your personal information is generally held in your personal client file. Information may also be held in a computer database for purposes such as client relationship management and portfolio management.

We will at all times seek to ensure that the personal information collected and held by us is protected from misuse, loss, unauthorised access, modification or disclosure. At all times your personal information is treated as confidential and any sensitive information is treated as highly confidential. All paper files are stored in lockable cabinets, which are locked out of hours. All record movements off premises are recorded in a central register. Access to our premises is controlled. All computer based information is protected through the use of access passwords on each computer and screen saver passwords. Data is backed up each evening and stored securely off site.

In the event you cease to be a client of this organisation, any personal information which we hold about you will be maintained in a secure offsite storage facility for a period of 7 years in order to comply with legislative and professional requirements, following which time the information will be destroyed.

You may at any time, by contacting us, request access to your personal information and we will reasonably provide you with access to that information either by providing you with copies of the information requested, allowing you to inspect the information requested or providing you with an accurate summary of the information held.

We will endeavour to ensure that, at all times, the personal information about you, which we hold is up to date and accurate. In the event that you become aware, or believe, that any Personal Information which we hold about you is inaccurate, incomplete or outdated, you may contact us by any of the methods detailed below and provide to us evidence of the inaccuracy or incompleteness or if it is outdated and we will, if we agree that the information requires correcting, take all reasonable steps to correct the information.

If we do not agree that your personal information requires correcting, we must, if you request, take reasonable steps to ensure that whenever your personal information is accessed or handled in the future, it is apparent that you are not satisfied as to the accuracy or completeness of that information.

We will endeavour to respond to any request for access within 14-30 days depending on the complexity of the information and/or the request. If your request is urgent please indicate this clearly.

If you wish to complain about any breach or potential breach of this privacy policy or the National Privacy Principles, you should contact us by any of the methods detailed below and request that your complaint be directed to the Compliance Manager. Your complaint will be considered within 7 days and responded to. It is our intention to use our best endeavours to resolve any complaint to your satisfaction, however, if you are unhappy with our response, you are entitled to contact the Office of the Privacy Commissioner who may investigate your complaint further.

Contact Details:

Attention: Compliance Manager

Address: Level 2, 115 Pitt Street, Sydney NSW 2000

Tel: 1300 785 611