Professional services category
Use this category for regulated financial-advice relationships involving wealth planning, retirement, protection, or investment strategy. Use Cockatoo to shape one focused financial advice brief, choose the state where the work is based, and reach professionals who can assess the request.
What this includes
Use the category summary below as a quick filter before you start the request.
Financial advisory matching
This page is built for financial planning, SMSF, investment, retirement, or protection advice, where providers need enough context to decide whether they can help before the first call.
Start a financial advisers briefRequests that need a specialist response.
Simple context that helps providers assess fit.
Cockatoo keeps the request focused before it reaches providers.
Include the advice outcome, time horizon, and any structures or constraints that materially affect how an adviser should approach the brief.
Choose the state where the business, matter, risk, or engagement is based before submitting the brief.
NSW
Use this route when the request is based in New South Wales and needs state-aware professional matching.
ExploreVIC
Use this route when the request is based in Victoria and needs state-aware professional matching.
ExploreQLD
Use this route when the request is based in Queensland and needs state-aware professional matching.
ExploreWA
Use this route when the request is based in Western Australia and needs state-aware professional matching.
ExploreSA
Use this route when the request is based in South Australia and needs state-aware professional matching.
ExploreTAS
Use this route when the request is based in Tasmania and needs state-aware professional matching.
ExploreACT
Use this route when the request is based in Australian Capital Territory and needs state-aware professional matching.
ExploreNT
Use this route when the request is based in Northern Territory and needs state-aware professional matching.
ExploreUse these answers to decide whether this is the right professional pathway before you start.
Question 1
Include the outcome you need, where the matter is based, timing or urgency, and any advice goal, state, entity or family context, timing, and existing adviser relationship that will help providers assess fit.
Question 2
Professional services often depend on state-based rules, licensing, documents, or local context. The state pages keep the request pathway aligned before you submit.
Question 3
Yes. Start with the closest category and mention the adjacent needs in the brief so providers can assess whether they can handle the full scope or recommend a narrower path.
If your request spans multiple specialist areas, start with the closest category and add the rest in your brief.
financial advisory
Request specialist advice on SMSF setup, compliance, administration, and investment structure.
accounting
Find support for tax, compliance, business structuring, and reporting.
accounting
Get help with tax returns, BAS, lodgements, and ATO-facing compliance work.
business advisory
Get strategic support on growth, operations, turnaround, and commercial decision-making.
insurance advisory
Get broker advice on business, liability, and professional-risk cover arrangements.
