High quality financial advising services deliver financial solutions and beneficial results to our clients. We are not owned by a product provider and, because our financial planning and advice is delivered in parallel with our other areas of expertise we can meet our clients need for skilled and knowledgeable integrated advice.

• financial and retirement planning
• integrated investment advice
• portfolio administration
• superannuation fund administration and compliance
• insurance and risk management

FTL Financial Advice Pty Limited holds an Australian Financial Services Licence number 229447. Our financial planners have many years experience in advising. Many of our advisers are qualified to Certified Financial Planner standard or higher. All of our planners meet ASIC’s required educational and experience standards. We are a principal member of the Financial Planning Association and our planners are subject to strict criteria on continuing professional development. For details of our planners and their contact details, click here.

Our fee structure is flexible and varies according to the client’s needs and circumstances. Each of our planners has a Financial Services Guide, which will be given to you at the first interview. All our planners make a full disclosure of fees and commissions in their Statements of Advice

We aim to deliver an open, value for money ongoing service to our clients. We adhere strongly to the legal requirements and our Financial Services Guides and Statements of Advice are written in the clearest possible terms.