Skip to content

Our Clients

We are proud to partner with a diverse range of clients to deliver tailored solutions that drive both financial success and sustainable impact.

Grand Plan Wealth logo
Palladia Wealth logo
Next Science logo

Case Studies

We are committed to our client’s success and bring a personal and professional passion to drive impactful results. This guides our quest for excellence in all we do.

Read the compelling stories of our client’s successes.

Audit of an Australian Financial Services Licence holder (AFS Licensee) – First-Year audit

Guiding a Licensee through ASIC requirements, the audit process, and necessary documentation with clarity and confidence.

Testimonials

Highly recommend Ecorac if you have your own AFSL and need to appoint or replace a Financial Auditor. Sonya and her team are reliable, professional, and have the ability to get the job done efficiently and within deadlines making them an invaluable partner. We have no hesitation recommending them to our clients and trust them completely to deliver high-quality outcomes every time.

Nadia Docker

Kinetic Compliance

Working on monthly financial information, half-year and year-end reporting, Sonya and her team help us achieve our ASX obligations including disclosures over our financial reporting to meet the evolving reporting landscape. This allows us to focus on our operations and reporting timely to our shareholders. Our finance team find Sonya approachable and accessible to allow us to have the guidance we need particularly when deadlines are stringent.

Marc Zimmerman

Next Science

We’re a new AFS Licence and thankfully our first audit ran smoothly. Sonya and her team are straightforward to deal with and passionate about their job. We were guided through the process to ensure we understood the expectations and reasoning for providing the information required. There was plenty of opportunity for two-way feedback at both the planning and exit meeting and we hope we can be even more efficient next year.

Steve Thaxter

Grand Plan Wealth

We have been lucky to partner with Sonya & the team at ECORAC where they have been an invaluable partner to Palladia Wealth Advisory. The one thing that stands out is the true relationship that they are committed to building with us to ensure that we have the learnings to implement across our business to ensure that our AFSL is compliant and adhering with audit requirements.

It is a team approach and we really value the transparency in which messages are delivered so that we can learn and implement. They provide peace of mind by supporting us in ensuring that we are compliant as an AFSL.
Thank you Sonya & the team at ECORAC.

John Salagaras

PALLADIA Wealth Advisory