Platform Advisors

What Platform Advisors does

Platform Advisors Pty Ltd is a privately held CPA accounting practice headquartered in Hawthorn East, Victoria, Australia. Founded in 2011, the firm operates with approximately 11 staff comprising four directors (Glenn Scott as Founding Director, now retired; Clinton Connane; Tyler Speak; and Steve Mathiasz), four client advisors, one client manager, and two corporate and administration managers. It delivers professional services across five core lines: tax and accounting (income tax returns, financial statements, BAS, bookkeeping, payroll), business advisory (strategic planning, M&A due diligence, valuations, succession planning), corporate services (company registrations, trust establishment, ASIC compliance), superannuation services (SMSF establishment and administration, audit liaison), and a not-for-profit sector vertical (ACNC compliance, charity establishment, governance, taxation concessions).

The firm's go-to-market is relationship-led and referral-driven, acquiring clients through direct engagement, professional networks, and cross-referrals from an extensive preferred partner ecosystem spanning banking, insurance, legal, HR, marketing, auditing, succession planning, insolvency, and bookkeeping specialists. Technology utilisation is limited to standard cloud accounting tools — Xero is displayed as a partner logo and the firm offers Xero setup and training to clients — with no proprietary platform, API, or AI capabilities evidenced. All accountants are CPA Australia members, and the firm is registered as a CPA Practice.

Platform Advisors generates revenue on a fee-for-service professional services model across its service lines and segments. Pricing is not publicly disclosed; engagement is initiated via direct contact through the Hawthorn East office or the firm website. The client base is segmented between commercial/for-profit businesses (primary use cases in tax compliance, financial reporting, capital gains tax, GST, BAS, and management accounting) and the not-for-profit/charity sector (ACNC obligations, charity establishment, operational funding, FBT/GST/payroll tax, and audit assurance). The firm does not serve international markets and operates solely within Australia. Ownership is founder/director-led with no external investors, parent company, or institutional capital evidenced.

Name

Platform Advisors

Legal name

Platform Advisors Pty Ltd

Website

https://platformadvisors.com.au

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Platform Advisors Pty Ltd is a privately held CPA accounting practice in Hawthorn East, Victoria, Australia, providing tax, accounting, business advisory, corporate, superannuation, and not-for-profit sector services to commercial and charity clients across Australia.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Accounting services
• Tax advisory
• Business advisory
• Corporate services
• Self-managed super funds

Headquarters

HQ city

Camberwell

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Professional Services - Tax & Accounting: Fee-for-service professional services model providing taxation and accounting services including income tax returns, financial statement preparation, taxation advice, taxation planning, bookkeeping, business activity statements, and compliance services.
2. Business Advisory Services: Advisory fees for business strategic planning, business reviews, legal restructuring, mergers and acquisitions, due diligence, business valuations, succession planning, and business coaching.
3. Corporate Services: Company registrations, trust establishment, ASIC compliance services, corporate secretarial services, and company formation advice.
4. Superannuation Services: Self-managed superannuation fund establishment, administration, compliance advice, audit services, and retirement planning.
5. Not-for-Profit Sector Services: Specialised accounting, taxation, and governance services for charities and not-for-profit organisations including ACNC compliance, charity establishment, and operational funding management.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Platform Advisors is a CPA Practice providing taxation, accounting, business advisory, corporate, superannuation, and not-for-profit sector services to commercial businesses and charities across Australia. Core offerings include income tax returns, financial statements, BAS preparation, taxation planning, business advisory (succession planning, M&A, due diligence), company registrations and ASIC compliance, SMSF establishment and administration, and ACNC compliance for not-for-profits. Services are delivered through a team of qualified CPA accountants and advisors based in Hawthorn East, Victoria.

Product overview

Platform Advisors is a CPA practice offering a comprehensive suite of professional accounting and advisory services. The firm operates as a unified service practice comprising six interconnected offerings: Tax & Accounting Services (core compliance and reporting), Business Advisory Services (strategic consulting), Corporate Services (company formation and ASIC compliance), Superannuation Services (SMSF administration), Not-For-Profit Sector Services (charity and NFP compliance), and a Preferred Partners Network (referrals to complementary professionals). These services are delivered through a team of qualified accountants and advisors, serving both commercial and not-for-profit sectors in Australia.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax & Accounting Services Core tax and accounting services including income tax returns, annual financial statements, taxation advice and planning, BAS preparation, bookkeeping, payroll management, capital gains tax, GST, and compliance with statutory taxation requirements for commercial businesses.
• Business Advisory Services Business advisory services including strategic planning, business reviews, legal restructuring, mergers and acquisitions, due diligence, business valuations, succession planning, management reporting, and business coaching for commercial clients.
• Corporate Services Corporate services including company registrations, trust establishment, ASIC compliance, corporate secretarial services, company incorporations, and regulatory filings with ASIC.
• Superannuation Services Superannuation services including self-managed superannuation fund (SMSF) establishment, SMSF administration, retirement planning, estate planning, and superannuation fund audit services.
• Not-For-Profit Sector Services Specialised accounting, taxation, and governance services for registered charities and not-for-profit organisations including ACNC compliance, charity establishment, taxation concessions management (FBT, GST, payroll tax), operational funding advice, audit and assurance, and corporate governance.
• Preferred Partners Network Curated network of preferred professional partners including banking and finance specialists, insurance providers, registered auditors, marketing specialists, HR specialists, legal professionals, succession and estate planning specialists, insolvency specialists, and bookkeeping specialists (including Platform Link Bookkeeping Services).

Segments2 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Ten partnerships are on record, tiered core and minor.

• Banking and Finance SpecialistscoreOthersPreferred partners providing banking and finance specialist services including business financing, loan applications, and funding requirements for clients.
• Insurance ProviderscoreOthersInsurance provider partners for arrangement of insurance products through named partners, risk management, and insurance advisory services for clients.
• Registered Company AuditorscoreImplementation/ SI/ Consulting PartnerRegistered company auditors who work with Platform Advisors to provide audit services for self-managed superannuation funds and corporate compliance.
• Marketing SpecialistsminorGTM or Marketing PartnerMarketing specialist partners who provide marketing services to clients referred through Platform Advisors network.
• Human Resource SpecialistsminorImplementation/ SI/ Consulting PartnerHR specialist partners providing employment-related advice and services to business clients including staff management, recruitment, and compliance.
• Bookkeeping SpecialistscoreImplementation/ SI/ Consulting PartnerBookkeeping specialists including Platform Link Bookkeeping Services (with Client Manager Tony Toce) providing day-to-day bookkeeping, payroll, debtor and creditor management support.
• Insolvency, Recovery and Administration SpecialistsminorImplementation/ SI/ Consulting PartnerSpecialist partners providing insolvency, business recovery and administration services when required by clients.
• Succession and Estate Planning SpecialistscoreImplementation/ SI/ Consulting PartnerSpecialist partners including those dealing with complex Wills, succession planning and estate planning services for business clients.
• Legal ProfessionalscoreImplementation/ SI/ Consulting PartnerLegal specialist partners providing legal advice, business restructuring legal matters, shareholder agreements, and corporate governance advice.
• CPA AustraliacoreOthersPlatform Advisors Pty Ltd is a CPA Practice. All accountants are members of CPA Australia, providing professional certification and standing in the accounting profession.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• RSM Australia: Larger global mid-tier accounting and advisory network with a full Australian practice; overlaps with Platform Advisors on tax, advisory and NFP work but at greater scale and broader service breadth.
• Crowe Australasia: Mid-tier Australian/international accounting and advisory firm offering tax, audit and corporate advisory to SMEs and NFPs - overlapping capability set with Platform Advisors, broader delivery footprint.
• BDO Australia: Large international accounting and advisory network with a major Australian presence; competes for the same advisory, tax, and NFP engagements but with materially deeper resources and broader geographic reach.

Direct peers

• Bentleys Australia: Australian mid-tier accounting and advisory network offering tax, business advisory (including M&A, valuations, succession), SMSF and NFP services - directly comparable multi-disciplinary model with strong NFP and SME transition focus, the same wedge Platform Advisors pursues.
• William Buck: Australian accounting and business advisory firm with tax, advisory, and corporate services across SME and NFP clients - closely mirrors Platform Advisors' service mix and target market.
• Pitcher Partners: Australian mid-tier accounting, tax and advisory firm with explicit NFP sector specialisation and business advisory/M&A practice - direct competitor for the same commercial and charity client base Platform Advisors serves.
• Pilot Partners: Australian mid-market CPA-style accounting, tax and advisory firm in Melbourne/Victoria; same geography, similar SME and HNW client focus, comparable M&A and advisory capability, making it a head-to-head peer in Platform Advisors' home market.
• PKF Australia: International accounting network with Australian member firms providing tax, audit, advisory and corporate services to SMEs and NFP clients - direct peer competing for the same Professional services wallet in Australia.

Emerging players

• H&R Block Australia: Mass-market tax preparation franchise; competes primarily on individual/Small business tax returns rather than full advisory - partial overlap with Platform Advisors' tax & accounting stream and a benchmark for low-end tax commoditisation.

Others

• Xero: Cloud accounting platform that Platform Advisors uses, recommends and installs for clients (Xero logo/integration on their site). Not a direct competitor but a key enabler/partner and a proxy for the cloud-accounting trend Platform Advisors must navigate.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/platform-advisors/about

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

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 Platform Advisors