Wealth Management
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| Our Services |
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.
Our expertise in wealth management covers:
- financial and retirement planning
- integrated investment advice
- portfolio administration
- superannuation fund administration and compliance
- insurance and risk management
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| Our Experience and People |
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.
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| Our Charges |
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
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| Our Service Standards |
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.
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| Our Clients |
Our client base is diverse as would be expected of a national operation. Whether you are starting out on the wealth accumulation path, are a retiree or have your own self-managed superannuation fund we have the experience and expertise to advise you.
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| FTL Financial Advice Pty Ltd |
| ABN: |
58 069 805 027 |
| Address: |
Level 14, 31 Queen Street
Melbourne, Victoria
Australia 3000 |
| Postal Address: |
GPO Box 223
Melbourne, Victoria
Australia 3001 |
| Telephone: |
(03) 9618 8777 |
| Facsimile: |
(03) 9620 9855 |
| Email: |
investmentmanagement@flinderstrustees.com.au |
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