Financial Planning

Financial Planning is an important value add for our clients. Since May 1997, Graeme Matthews as an authorised representative of Professional Investment Services (PIS) has provided this valuable service to the clients of Bruce Edmunds and Associates and others to ensure that their financial affairs are in order.

In July 2011, PIS Dandenong branch merged with Bruce Edmunds & Associates. Marino Bongiorno, also an authorised representative of PIS and the principal of the PIS Dandenong branch bought to Bruce Edmunds & Associates his extensive experience gained since 1987.

Wes Howell, an authorised representative of PIS since 2007 bought his experience from the Dandenong branch to add to the team here in Beaumaris.

Bruce Edmunds & Associates Pty Ltd has engaged Professional Investment Services Pty Ltd to provide financial planning services through PIS authorised representatives.

PIS as the holder of an Australian Financial Services Licence (No 234951) is authorised to, and carries on a financial services business which includes the provision of financial product advice and dealing in financial products.

Superannuation

  • Rollovers
  • Consolidation of funds
  • Planning
  • Self Managed Funds
  • Allocated Pensions
  • Term Allocated Pensions

 

Shares

  • Brokerage (1% or $75)
  • Purchase/Sale
  • Portfolio Review

 

Tax Planning

  • Term Deposits Reviewed
  • Alternative Strategies

 

Retirement Planning

  • Superannuation
  • Wills
  • Redundancy
  • Centrelink
  • Veteran Affairs

 

Managed Investments

  • Buy Sell
  • Portfolio review
  • Savings Plans
  • Margin Lending

Insurance

  • Life
  • Income Protection
  • Trauma
  • Key Person
  • Business Succession

 

 

 

 

Professional Investment Services, an Australian Financial Services Licence holder, has one of the largest networks of accountants, financial advisers and life insurance brokers in Australia.

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Professional Investment Services

Level 14
Corporate Centre One
Cnr Bundall Rd & Slatyer Ave
Bundall QLD 4217

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