Professional Investment Services Pty Ltd

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.

Professional Investment Services offers a broad range of financial and business development services that are backed by our ongoing 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 company in the ever-evolving financial services profession.

Our services are second to none and embody the philosophy of a complete financial services organisation. These include:

  • Financial planning through the parent Professional Investment Services;
  • Insurance services and brokerage;
  • Mortgage elimination and wealth creation;
  • Investment administration through Professional Managed Trusts;
  • Paraplanning and technical services;
  • Home mortgage services;
  • All facets of lending including Commercial and Industrial finance
  • Asset Equipment finance
  • Development of relationships with accountancy firms and legal practices;
  • Development of accountancy based services;
  • Seminar presentations for accountants, financial planners, risk advisers and clients;
  • Marketing;
  • Financial Planning training and ongoing education; and
  • Compliance training and regular compliance checks

For more information, go to our website:
http://www.profinvest.com.au

MFAA Full Member