FINANCIAL PLANNING

 

Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Services Licence holder, has one of the largest networks of Accountants and Financial Advisers in Australia.

Professional Investment Services (PIS) 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.

PIS has appointed Lyn Meiklejohn as an authorised representative (AR No. 238758) to provide the following financial planning services on behalf of PIS.

  • Advising on Investments to create and protect wealth
  • Financial Planning
  • Estate Planning (excluding legal advice) and Wealth Distribution
  • Retrenchment Planning
  • Regular Investment Reviews
  • Centrelink and Veteran Affairs Benefits
  • Capital Protected Investments
  • Self-Managed Superannuation Funds
  • Corporate Employer Superannuation Funds
  • Corporate and Trust Investment Strategies
  • Annuities
  • Retirement Planning
  • Superannuation and Rollovers
  • Personal and Corporate Risk Management including advice on Life, Disability, Income Protection, Key Man, Business and Trauma Insurance.

Professional Investment Services Pty Ltd (“PIS”) is the holder of Australian Financial Services Licence No. 234951 under which PIS is authorised to carry on a financial planning services business which includes the provision of financial planning product advice and dealing in financial products.

AFSL No. 234951 | ABN 11 074 608 558

General Advice Disclaimer

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

PIS Head Office Street Address

Level 9, 10 Bridge Street Sydney

Phone 1300 557 598

Email profinvest@cpal.com.au

Website – www.centrepointalliance.com.au

FSG – www.centrepointalliance.com.au/fsg

Complaints – www.centrepointalliance.com.au/complaints