Financial planning

We believe that financial planning is an integral service that we offer. Our focus is to provide you with financial advice that takes into consideration your individual needs and goals. We can offer you a wide range of investments options that will create the most effective plan for you.
Professional Investment Services Pty Ltd, has appointed Ken Oglesby CFP (ARN 280419) as an authorised representative to provide the following financial services on behalf of PIS

Investment Advice

  • Basic deposit products
  • Non cash payment facilities
  • Managed investments
  • Investor directed portfolio services
  • Master trusts & wrap accounts
  • Debentures
  • Investment bonds
  • Retirement savings accounts
  • Equity finance (eg margin loans)

Superannuation and Retirement Planning

  • Corporate superannuation
  • Personal superannuation
  • Employer sponsored superannuation
  • Self managed superannuation funds
  • Annuities
  • Allocated pensions
  • Insurance within superannuation

Professional Investment Services Pty Ltd Head Office Address.
ABN 11 074 608 558
Level 14, Corporate Centre One
Corner Bundall Road and Slatyer Avenue
Bundall QLD 4217
P. 07 5574 0244
E. info@profinvest.com.au

logo1

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

Website: http://www.profinvest.com.au

Click here to view Financial Services Guide and Privacy Policy.
Click here for information about lodging a complaint.

GENERAL ADVICE WARNING

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 (PIS) Authorised Representative 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 Professional Investment Services 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.