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Lio & Associates

Mission statement:

To make life better for you and your family.

Profile:

With tax and regulation rules constantly changing it is impossible for most individuals and businesses to manage their tax and financial affairs with confidence and peace of mind. To this end, our firm is committed to actively attending professional education programs to keep abreast of all the changes in the Australian Taxation System and financial regulations with the Count Wealth Accountants network.

We strive to improve our knowledge and expertise to ensure we excel in, and provide, the very best accounting, taxation and financial planning services to our clients.

Overview:

A team that has grown from humble beginnings, Lio and Associates was established by Vince Lio in 1986. We currently service some 2,000 tax clients and some 700 financial planning clients in the Boyne, Tannum and Gladstone regions, all over Australia and overseas.

Vince and Steven are brothers and directors of Lio and Associates and Lio Adviser Centre. Lio & Associates began with only a small team of staff. Now this business has expanded into two related businesses. Lio & Associates Chartered Accountants - providing tax and business advisory services and Lio Adviser Centre Financial Planning - providing a whole range of financial planning services.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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