FINANCIAL SERVICES

Financial Planning and Investment Advice

- Retirement planning

- Superannuation

- Investment management

For further information on services available go to www.davidsonsfps.com.au 

Self Managed Superannuation

- Fund establishment structuring

- Advice and strategies

- Asset acquisition strategies

- Compliance requirements (Tax, SIS, Audit)

- Financial reporting and investment tracking

- Pension strategies and administration

- Estate Planning

Personal Insurance Services

- Life

- Income Protection

- Trauma

 Financial Services is an integral part of our service offering to clients at all levels. A streamlined link between financial services provider and accountant is of such an advantage to clients seeking peace of mind in relation to their investment and retirement planning.

With the rapid growth in Self Managed Superannuation our Superannuation Division has evolved into a specialist service offering a holistic approach. The need for sound retirement planning, adequate insurance coverage and competitive debt financing are integral to our aim of increasing and protecting our clients wealth.

PIS as the holder of an Australian Financial Services Licence (No 234951) is authorised to, and carries on a financial services business which includes the provision of financial product advice and dealing in financial products. 

The Financial Services division has four Authorised Representatives of Professional Investment Services Pty Ltd (PIS), Australia’s largest dealer group. The PIS group is majority owned by the accountants and advisers that belong to the group and is not controlled by a bank or insurance company.

Davidsons has engaged Professional Investment Services Pty Ltd to provide financial planning services through PIS authorised representatives and covers all areas of financial planning, but specialise in the management of self managed super funds. Being an accounting firm with resident tax specialists allows us to cover all aspects of superannuation, as well as other investment structures.

Professional Investment Services Pty Ltd
Level 14. Corporate Centre
Cnr Bundall Road and Slatyer Ave
Bundall QLD 4217
Holder of Australian Financial Services Licence No. 234951
ABN: 11074 608 558
www.profinvest.com.au

To Download a Financial Services Guide and Privacy Policy click here.
For information on lodging a complaint click here.

Contact us for more information