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 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 Wade Smith (245219) as an authorised representative of the Licensee pursuant to section 916A of the Corporations Act 2001 (Cth) and authorised to provide financial advice in the following areas:

  • Self Managed Superannuation Funds (SMSF)
  • The establishment or winding up of a SMSF
  • Preparing an investment strategy for the SMSF
  • Superannuation contributions for the SMSF; and
  • Pension arrangements for the SMSF

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 services business which includes the provision of financial 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.

Professional Investment Services Pty Ltd

PIS Head Office
Level 9
10 Bridge Street
SYDNEY

Email: profinvest@cpal.com.au
Website: centrepointalliance.com.au
Phone: 1300 557 598

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