Local Knowledge Financial Services exists for one reason: to build the reconciliations, controls, reporting and tooling that licensed firms actually own — with a CPA’s judgement over the numbers that matter.
Most firms bolt your licensee accounting and compliance onto generic templates, or resell someone else’s software with a logo on top. We do the opposite. We build the reconciliations, the controls, the reporting and the AI tooling around how your licence actually operates — and you own what we build. One senior practice, engineered to stand in for a whole division rather than resell a subscription.
The statutory AFSL/ACL audit itself we do not perform — that is arranged independently with a registered company auditor so independence is never in question. Everything that prepares, reconciles and coordinates that audit, we do in-house.
We build the reconciliations, the controls, the reporting and the AI tooling around how your licence actually operates — and you own what we build. Most firms bolt your compliance onto generic templates or resell someone else’s software with a logo on top. We do the opposite.
Led by Graham Chee, a Fellow of CPA Australia — institutional accounting, tax and structuring judgement applied to licensed financial services, so your reporting and controls sit correctly in your structure and your books.
Every recommendation maps to a named regime — the Corporations Act client-money and licensing provisions, the NCCP Act, and ASIC’s conduct obligations — and we promise reasonable assurance, never a guaranteed regulatory outcome.
Local Knowledge Pty Ltd is an established CPA public practice and registered tax agent — so your licensee reporting, client-money controls, tax and structuring sit alongside the group’s accounting, trust-assurance and AI-systems practices, deliberately joined up.
Operated by Local Knowledge Pty Ltd, part of the Local Knowledge group. Principal: Graham Chee, FCPA.
A confidential conversation with a CPA who works only with licensed financial services firms. No obligation, no product pitch.