Financial Planning is an important value add for our clients. Since May 1997, Graeme Matthews as an authorised representative of Professional Investment Services has provided this valuable service to the clients of Bruce Edmunds and Associates and others to ensure that their financial affairs are in order.
Bruce Edmunds & Associates Pty Ltd has engaged Professional Investment Services Pty Ltd (PIS) 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.
PIS has appointed Graeme Matthews as an authorised representative to provide financial services on behalf of PIS.
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Rollovers
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Consolidation of funds
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Planning
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Self Managed Funds
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Allocated Pensions
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Term Allocated Pensions
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Brokerage (1% or $75)
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Purchase/Sale
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Portfolio Review
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Term Deposits Reviewed
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Alternative Strategies
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Superannuation
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Wills
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Redundancy
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Centrelink
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Veteran Affairs
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Buy Sell
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Portfolio review
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Savings Plans
- Margin Lending
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Life
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Income Protection
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Trauma
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Key Person
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Business Succession
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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
Click here for the PIS Financial Services Guide & Privacy Policy
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