LINKS

 

CPA Australia

A CPA (Certified Practising Accountant) is a finance, accounting and business professional with a specific qualification.

FPA (Financial Planning Association of Australia)

FPA is the peak professional body for financial planning in Australia. The FPA and its members strive to improve the financial wellbeing of all Australians.

The FPA provides the leadership and professional framework that enable members to deliver quality financial advice to their clients. FPA members include financial planners from a variety of backgrounds and disciplines, including over 5,500 CERTIFIED FINANCIAL PLANNER™ professionals – the global symbol of excellence in financial planning. All FPA practitioner members are bound by a code of ethics, high professional standards and must meet continuing professional education requirements.

Australian Taxation Office

The Australian Taxation Office is the Government’s principal revenue collection agency, and is part of the Treasurer’s portfolio. Their role is to manage and shape tax, excise and superannuation systems that fund services for Australians.

ASIC

The Australian Securities and Investments Commission (ASIC) regulate Australian companies, financial markets, financial services organisations and professionals who deal and advise in investments, superannuation, insurance, deposit taking and credit.

They contribute to Australia’s economic reputation and wellbeing by ensuring that Australia’s financial markets are fair and transparent, supported by confident and informed investors and consumers.

They are an independent Commonwealth Government body. ASIC is set up under and administer the Australian Securities and Investments Commission Act (ASIC Act), and carry out most of their work under the Corporations Act.

Professional Investment

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.