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About FIA Financial Planning
FIA Financial Planning was established in 2007 as a
boutique financial planning practice offering financial
advice to people from all walks of life. Our approach to
financial planning is based around providing great
advice upfront and ensuring that our clients follow
through on that advice through ongoing reviews and
education.
When it comes to financial planning it is education that
is the key to success. Clients of FIA Financial Planning
receive regular updates on market conditions, budgetary
and legislative changes and specific information that is
relevant to their financial affairs.
Our aim is to make the process of developing a sound
financial plan as simple and streamlined as possible.
The process can be broadly summarised by the following
steps:
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Initial Consultation to determine what
advice is required and what objectives you want to achieve
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A thorough fact finding process is
undertaken which includes a review of any
existing personal insurance, superannuation
funds and investment holdings you may have
-
Analysis of the most appropriate strategies
for the you to take and preparation of
your personalised financial plan
-
Presentation of the financial plan in a
second consultation (sometimes a third is
required) and then implementation of the
steps required to achieve your
objectives.
FIA Financial Planning and principal Adviser
Brett Handke are Authorised Representatives of
Financial Planning Services Australia.
Who is Financial Planning Services Australia
Financial Planning Services Australia Pty Ltd
was formed in 1985. Since then the company has
grown to be one of the largest boutique
Financial Planning Groups in Australia, with
over 30 financial planners nationally.
Financial Planning Services Australia Pty Ltd
holds Australian Financial Services Licence No:
225982.
As Principal Members of the Financial Planning
Association of Australia importance is placed on
providing objective and transparent investment
and financial planning advice. Financial Planning Services has an extensive
approved product list containing high quality
investment and insurance products enabling FIA
Financial Planning to provide impartial advice
to our clients.
FIA Financial Planning Pty Ltd (Representative
No. 316142) is a Corporate Authorised
Representative of Financial Planning Services
Australia Pty Ltd.
Brett Handke (Representative No. 295778) is also an Authorised
Representative of Financial Planning Services
Australia Pty Ltd.
Please Note:
General
Insurance is provided by Finance and Insurance
Brokers Australia which is not related to FIA
Financial Planning. This is a separate entity to
Financial Planning Services Australia and any
advice you receive from Finance and Insurance
Brokers Australia is not associated with
Financial Planning Services Australia.
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