Utopia Financial Partners
  • Accountancy & advisory
  • Banking & financial services

Utopia Financial Partners was established in November 2003 in Subiaco, and has recently expanded, opening a new office in Rockingham.

We offer a wide range of financial services through our companies:

  • Utopia Tax & Accounting: business advice, accounting, taxation and SMSF administration services via Utopia Tax & Accounting;
  • Utopia Financial Advisory: strategic financial planning including specialist SMSF advice, investment, risk and estate and incapacity advice
  • Utopia Mortgage Broking: mortgage and finance broking services and;
  • Utopia Consulting: consulting services for business provided and individuals.

Our business model offers a different experience for graduate accountants as they will receive dual training in accounting/tax and financial planning, with all relevant professional accreditation qualifications paid for on successful completion. Skills are also kept current through weekly practical case...

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Utopia Financial Partners was established in November 2003 in Subiaco, and has recently expanded, opening a new office in Rockingham.

We offer a wide range of financial services through our companies:

  • Utopia Tax & Accounting: business advice, accounting, taxation and SMSF administration services via Utopia Tax & Accounting;
  • Utopia Financial Advisory: strategic financial planning including specialist SMSF advice, investment, risk and estate and incapacity advice
  • Utopia Mortgage Broking: mortgage and finance broking services and;
  • Utopia Consulting: consulting services for business provided and individuals.

Our business model offers a different experience for graduate accountants as they will receive dual training in accounting/tax and financial planning, with all relevant professional accreditation qualifications paid for on successful completion. Skills are also kept current through weekly practical case study training in tax, super and financial planning from the Director to accelerate your learning and assist with your transition from graduate to professional accountant.

Our firm has specialised knowledge in the establishment and on-going administration of self-managed superannuation funds. Our client base ranges from individuals to medium sized businesses, as well as a range of high income professionals including judges, barristers, engineers, lawyers and medical practitioners.

For those who are successful in gaining a graduate accountant position with Utopia, your employment will include paid study and exam leave while you undertake the Chartered Accountants Program, and a documented career path that sets out the skills and training you require to be multi qualified in accounts, tax and financial planning with specialist training in self-managed superannuation funds. You will also have access to free financial planning advice and salary packaging options that are offered to all staff.

We also have internship opportunities for accounting students in their second or final year of their university studies. The internships each run through the summer and winter university holidays. The successful interns will be supervised and mentored by our CA qualified accountants. Training will be provided in professional practice, communication, income tax return and financial statement preparation, and superannuation fund preparation and maintenance, plus much more. Interns learn from experienced accountants how to apply what they have learned in their university studies in the real world.

Our head office is located in the heart of Subiaco and is close to public transport, restaurants and the soon to be completed Ace cinema, with our second office located close to the Rockingham City shopping centre.

Applicants for our graduate accounting position are required to have completed (or by the commencement of employment) a Bachelor of Commerce with all accounting and tax units successfully completed with a minimum GPA of 65. Excellent verbal and written communication skills are also necessary.

Information about the Chartered Accountants Program at Utopia Financial Partners:

  • Study leave of up to three days per module
  • Use of our offices after hours to run group session meetings or study privately
  • Assignment of a mentor plus partner guidance as required
  • Payment for each successfully completed module.
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