Financial Planning Advice
Our financial planning team, are part of the largest non bank dealer group in Australia, and offer the full range of financial planning services including:
- Portfolio Management & Investment Advice
- Retirement Planning
- Wealth Creation Strategies
- Self Managed Superannuation Fund Strategies
- Borrowing in Self Managed Superannuation Fund Strategies
- Gearing Strategies
- Debt Management
- Personal and Business Insurances
Fusion Partners is not owned by or aligned with any banks or investment managers or financial product providers. As such we are free to recomend any financial product, fund manager, bank or insurance provider we choose. As such our advice is based upon what we believe most suits your needs.
Our financial planning business operates as a true fee for service business.
About our Dealer Group - Professional Investment Services
Professional Investment Services Pty Ltd (ABN 11 074 608 558), an Australian Financial Services Licence holder, has one of the largest networks of accountants, financial advisers and life insurance brokers in Australia.
Professional Investment Services offers a broad range of financial and business development services that are backed by our ongoing support and expertise. Our size, skills and success enable us to offer first class, personal services in financial planning, wealth creation and wealth preservation strategies, while at the same time assuring that we are a progressive company in the ever-evolving financial services profession.
PIS has appointed Lisa Cahill as an authorised representative (No. 312589) to provide the above listed services on behalf of PIS.
Professional Investment Services Pty Ltd ("PIS") is the holder of Australian Financial Services Licence No. 234951 under which PIS is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products.
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Professional Investment Services
Level 14
Corporate Centre
Cnr Bundall Rd & Slatyer Ave
Bundall QLD 4217
AFSL No. 234951 | ABN 11 074 608 558
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