Disclosure
Financial Services Guide
A summary of who we are, what we do, and how we are paid. The full FSG is provided at your first meeting.
Who we are
Financial Investment Solutions is an Australian financial advisory practice operating since 1993. Our advisers are authorised representatives under an Australian Financial Services Licence (AFSL). Licensee and AFSL details are provided in our full FSG document.
What we provide
We provide personal financial advice across superannuation, retirement planning, investment, personal insurance, mortgage strategy, tax-aware planning, aged care and Centrelink. We do not accept commissions on investment or superannuation products.
How we are paid
We charge transparent, agreed fees. Fees are quoted in writing before any work begins, and again at each annual review. Insurance commissions, where received, are disclosed in full prior to implementation.
Request the full FSG
The current Financial Services Guide is provided at our first meeting or on request. You can also download the full FSG here or email fis@fispl.com.au for a copy.
This page is a summary only and does not replace the formal FSG document.