Financial Planning

Our financial planning division is run by Bob Kolevski who holds dual accounting and financial planning qualifications. These qualifications and years of experience provide a unique perspective that considers the investment and taxation outcomes for clients, such an important factor in an increasingly complex legislative environment. Our planners can help take out the confusion and jargon associated with investing and retirement planning.

Our financial planning division operates under licence to Professional Investment Services Pty Ltd, an Australian Financial Services Licence holder, and principal member of the Financial Planning Association (FPA). As a group, Professional Investment Services Pty Ltd is the largest network 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 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 firm in the ever-evolving financial services profession.

Services

Through our affiliation with Professional Investment Services Pty Ltd, we are able to offer the following services:

Professional Investment Services Pty Ltd.
ABN 11 074 608 558
AFSL 234951