For more than a decade and a half now, Carisma has delivered comprehensive accounting, financial planning services and solutions to accounting and financial advisory firms in Australia & New Zealand.
Our 360° Accounting and Financial Planning services are delivered by a team of world-class Accounting Professionals and Paraplanners on leading software platforms and technology with a passion to delight clients each day.CENTER OF EXCELLENCE
We provide holistic Paraplanning solutions to Financial Advisors & Wealth Management experts. Our experienced team of qualified paraplanning professionals are well versed with quality requirements and compliances of financial planning businesses in Australia. This helps us deliver customised services timely, creating a scalable business model for you. You could choose your in house champion at Carisma who will ensure that the plan being developed is a true reflection of your client’s goals, objectives and needs. Our services include but are not limited to :
Develop skills and build best practices in international accounting, accounting automation, financial planning and technology. Build solutions to increase productivity and security for accounting (KPO).
Evolve client relationship management framework to build strategic business alignment and long term partnership.
The COE runs fresher’s training, deep skills training, leadership training and Special Interest Group.