What PPT does

PPT is a privately held Australian professional services firm headquartered at 20 Lydiard St South, Ballarat, with an additional by-appointment office in Melbourne. Operating as a CPA Practice since at least 1961, the firm delivers a unified suite of accounting, taxation, business advisory, corporate secretarial, financial planning, superannuation and SMSF administration, retirement planning, investment and share trading advice, lending (via wholly-owned subsidiary PPT Capital Pty Ltd), and risk insurance services to small and medium businesses, individuals and families, and SMSF trustees across the Ballarat and Melbourne region.

The business is structured across two operating entities: PPT Financial Pty Ltd (ABN 64 050 243 073, AFSL 252992), which carries the accounting and financial planning operations, and PPT Capital Pty Ltd (ABN 33 283 085 421, Credit Representative 393944), which delivers mortgage broking services via the National Mortgage Brokers lender panel. Service delivery is relationship-based, with eight Directors (Stephen Lewis, Glenn Palmer, Peter Afford, Peter O'Connell, Timothy Hovey, Cameron Moore, Brent Olszewski, and Thomas Elford) supported by specialist teams across tax, SMSF, lending, and administration.

Revenue is generated through a mix of fee-for-service accounting and tax compliance work, recurring financial planning and SMSF advisory retainers, and transaction-based income from share trading and mortgage broking. The firm runs on standard off-the-shelf professional accounting and financial planning software rather than proprietary technology, and acquires clients through direct office consultations, phone and digital advisory channels, content marketing via its website blog and email newsletter, social media presence on Facebook/Instagram/LinkedIn/YouTube, and community involvement. Ownership rests entirely with the director-shareholders, with no external private equity, venture capital, or parent-company control evidenced.

Name

PPT

Legal name

PPT Financial Pty Ltd

Website

https://ppt.com.au

Company type

Private

Founded year

1961

Operating status

Operating

Headcount range

11–50 employees

Short description

PPT is a Ballarat-headquartered Australian CPA Practice delivering integrated accounting, taxation, financial planning, SMSF, lending, insurance, and business advisory services to small and medium businesses, individuals and families, and SMSF trustees across the Ballarat and Melbourne region.

Ownership category

akta.pro rank

Headquarters

HQ city

Ballarat

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Revenue model

1. Accounting Services: Fee-for-service accounting, tax preparation, and compliance services for individuals and businesses.
2. Financial Planning: Ongoing financial advisory services including superannuation, retirement planning, and investment advice.
3. Lending Services: Mortgage broking services through PPT Capital, accessing panel of lenders via National Mortgage Brokers.
4. Investment Services: Share trading and investment advisory services through PPT Financial.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

PPT is a Ballarat-based CPA accounting and financial services firm providing integrated accounting, taxation, business advisory, financial planning, superannuation and SMSF administration, retirement planning, investment advice, share trading, mortgage broking, and risk insurance services. The firm operates two main entities — PPT Financial Pty Ltd for accounting and wealth advisory, and PPT Capital Pty Ltd for lending — serving businesses, families, and individuals across the Ballarat and Melbourne region of Victoria, Australia.

Product overview

PPT is a comprehensive financial services firm offering a unified suite of advisory services rather than a modular software product. The core offering spans three interconnected service pillars: (1) Accounting & Tax Services encompassing accounting, taxation consulting, and corporate secretarial; (2) Business Advisory covering business consulting, succession planning funding, and business valuations; and (3) Financial Services including financial planning, superannuation/SMSF, retirement planning, investment advice, share trading, and lending services through PPT Capital. Risk insurance services complete the offering. The firm operates as a CPA Practice and serves businesses, families, and individuals throughout the Ballarat and Melbourne region.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services

Named customers2 records

Segments3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• National Mortgage Brokers (NMB)coreChannel Partner/ Reseller/ DistributorPPT Financial operates as an NMB-accredited mortgage broking practice, accessing a broad panel of lenders including major banks, regional lenders, and specialist providers. PPT Capital Pty Ltd has access to products through NMB panel.
• Australian Government (business.gov.au)minorOthersInformation sourced from Australian Government business.gov.au for business structure guidance content.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Findex: Australian mid-tier accounting and advisory firm with a strong regional/owner-operated model across regional Australia. Directly comparable to PPT in service mix (accounting, financial planning, audit) and client base (SMEs and individuals), but at significantly larger national scale.
• Pitcher Partners: Australian mid-tier accounting and advisory network offering accounting, business advisory, and financial services to SMEs and HNW individuals. Closely comparable to PPT in integrated service delivery and SME focus, with a stronger Melbourne/Victoria footprint.
• RSM Australia: Mid-tier Australian accounting and advisory firm providing accounting, tax, business advisory, and wealth management. Comparable to PPT in target client (SMEs) and broad service line offering, though with national scale.
• HLB Mann Judd: Australian accounting and advisory network with regional member firms. Comparable to PPT in owner-operated regional partnership model and SME client focus, offering accounting, tax, audit, and financial planning services.
• William Buck: Australian accounting and advisory firm with strong Victoria presence. Directly comparable to PPT in integrated accounting, advisory, and wealth services for SMEs and families, but with broader geographic reach.
• Bentleys (Ascendance): Australian network of accounting and advisory firms serving SMEs and HNW clients with accounting, tax, business advisory, and wealth services. Comparable to PPT in service breadth and SME focus, with national reach through member firms.
• Capstone Financial Planning: Australian financial planning and wealth advisory firm network. Comparable to PPT's financial planning and investment advice service line, though Capstone focuses more narrowly on advice rather than the broader accounting/tax suite.
• Astute Financial Group: Australian financial advisory and mortgage broking network. Comparable to PPT Capital's lending and financial planning offerings, with a similar multi-service wealth approach but distributed via a national licensee model.

Broad incumbents

• BDO Australia: Large international accounting network with full-service offerings across audit, tax, advisory, and wealth. Competes with PPT for SME and HNW clients in Victoria but operates at much larger scale across all service categories.
• Crowe Australasia: Mid-tier-to-large accounting and advisory firm in Australia offering audit, tax, consulting, and wealth services. Comparable in service breadth to PPT but operates at national scale with deeper specialist capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• YouTubeyoutube.com/channel/UCziag6_o96T4dOF1M3vstWQ
• Facebookfacebook.com/pptaccounting
• LinkedInlinkedin.com/company/pptaccounting
• Instagraminstagram.com/ppt_accounting

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PPT