For Financial Planners · Accountants · Lawyers · SMSF Administrators
The FinPro
Digital Wealth Series
9 lessons designed to help Australian financial planners, accountants, lawyers and SMSF administrators navigate digital assets safely, compliantly, and confidently — without risking your licence.
Start Lesson 1 →Educational content only. Not financial advice. Always consult your licensee before discussing digital assets with clients.
Your Complete FinPro Learning Journey
Work Through the Lessons in Order
Each lesson builds on the last. By the end, you will have a clear, compliant framework for guiding clients through the digital asset landscape.
Lesson 1
Pillar 1 — The Strategic Imperative
The Crypto-Service Gap
Why your clients are already asking about digital assets — and why the "do nothing" strategy is a growing business risk for your practice.
Start Lesson →Lesson 2
Pillar 1 — The Strategic Imperative
The Estate Planning Gap
The $500,000 blind spot in your clients' estate plans — and why institutional custody is the only professional standard for digital wealth.
Start Lesson →Lesson 3
Pillar 1 — The Strategic Imperative
The SMSF Opportunity
Why SMSF trustees are seeking digital asset diversification — and the ATO compliance rules every SMSF adviser must know before proceeding.
Start Lesson →Lesson 4
Pillar 2 — Compliance & Security
Navigating the Regulatory Landscape
What you can and cannot say about digital assets under your AFSL — and how to stay on the right side of ASIC as the framework evolves.
Start Lesson →Lesson 5
Pillar 2 — Compliance & Security
Self-Custody vs. Insured Custody
Why "not your keys, not your coins" is dangerous for wealth-building clients — and what institutional-grade custody actually looks like.
Start Lesson →Lesson 6
Pillar 2 — Compliance & Security
Tax, Tracking & Reporting
How to avoid the crypto tax nightmare — and generate clean, ATO-compliant transaction reports that make your accountant's job straightforward.
Start Lesson →Lesson 7
Pillar 3 — The Client Conversation
Answering "Should I Buy Bitcoin?"
The exact 5-step script to use when a client asks the question every financial professional dreads — safe, compliant, and genuinely helpful.
Start Lesson →Lesson 8
Pillar 3 — The Client Conversation
Identifying the Wealth Investor
The three types of crypto clients — the Gambler, the Trader, and the Wealth Investor — and why you should only ever engage with the third.
Start Lesson →Lesson 9
Pillar 3 — The Client Conversation
The Referral Partnership
How to offer crypto guidance without doing the heavy lifting — and how a referral partnership adds a powerful new dimension to your practice.
Start Lesson →About Darren Bartsch
Digital Wealth Specialist
Darren Bartsch is an Australian Digital Wealth Specialist with 30 years of business experience and 20 years in technology, specialising in cryptocurrency education, blockchain strategy, and digital asset security.
He helps Australian financial planners, accountants, lawyers, financial advisers and SMSF administrators bridge the gap between traditional wealth management and the digital asset economy.
This series is built specifically for the financial professionals Darren works alongside every day. It is practical, compliance-focused, and designed to protect both you and your clients.
📅 Book a FinPro Discovery CallWealth99 FinPro Program
Institutional-Grade Infrastructure for Your Clients
Wealth99 is Australia's leading institutional digital asset platform — built specifically for financial planners, accountants, lawyers, financial advisers and SMSF administrators who want to offer their clients a secure, compliant, and insured pathway into digital assets.
As a Digital Wealth Specialist with an affiliation with Wealth99, Darren can guide you and your clients through the onboarding process from start to finish.
Learn About the Wealth99 FinPro Program →🔒 Insured Institutional Custody
Client assets held with Zodia Custody — regulated, insured, and segregated. Not your typical exchange.
🏛️ SMSF-Ready Structure
Separate trustee accounts for SMSF clients, fully compliant with ATO requirements for fund asset segregation.
📊 ATO-Compliant Tax Reporting
Clean, consolidated tax reports delivered at year end — no more reconciling hundreds of transactions manually.
🤝 FinPro Referral Support
Dedicated onboarding support for referred clients, so you hand off the heavy lifting and stay focused on your practice.
Ready to Bridge the Gap?
Book a complimentary FinPro session with Darren to discuss how we can work together to serve your clients safely in the digital asset space.
📅 Book Your Free FinPro SessionNo obligation. No pressure. A straightforward conversation about how we can add value to your practice.