• Managing Investments
  • Structuring of Assets
  • Superannuation & Pension Strategies
  • Wills and Estate Planning
  • Life & Income Protection Insurance
  • Maximising Government Benefits
  • Retirement Planning

The aim of Flinders Partners Financial Services is more than just managing your savings and investments. We combine our financial planning expertise with our specialist accounting and taxation knowledge to provide superior advice and results.

The advice of our professional financial planners can be critical in helping you achieve your financial goals by developing a personalised strategy that will work for you.

We have our own AFSL licence and as such are not aligned to any banks or other third parties enabling us to provide the best financial advice for our clients without any restrictions on our service offering or investment product advice.

Where our Financial Planning clients are also Accounting clients, the directors are kept up to speed through regular meetings and in many instances the director will sit in on meetings with the client and financial planner. In addition to our Senior Financial Adviser, managing director Allan Williams and directors Mark Taylor and Tim Perceval are also authorised representatives of Flinders Partners Financial Services and hold the Diploma of Financial Services (Financial Planning).

Click Here to view our financial services guide Financial Services Guide 6.11.

Click Here to view our financial services CPD policy Flinders Partners Financial Services Policy