First Advice Solutions is an established financial planning group that operates on a national basis with our main office in Adelaide. First Advice Licensee Services Pty Ltd is the holder of the Australian Financial Services Licence (No. 484 091) and has a team of licenced advisers and support staff. We offer a broad range of products and services.
Our adviser team looks after over $130 million dollars of client's funds invested primarily through superannuation, pension and investment products. In addition to our private clients, we are particularly passionate about the need for education and support in the workplace with respect to company superannuation plans. We have a service offering which covers employers and employees alike, with the main focus of increasing member’s retirement benefits and income.
Tracey McKenzie started the business in 2000 and we now have our own Australian Financial Services Licence.
Our team consists of Tracey, Megan Biar, Deanna Ryder (Paraplanning and Implementation Manager), Caren Goode (Client Services Manager) and Catherine McLeod (Client Service Officer). We support all staff at different times in their careers and have a development plan for the whole team.
‘Shaping your future today’ was the driving force behind our brand and is based around our promises to our clients:
We put your needs first
We give you trustworthy financial advice
We provide real solutions and results
Company Details
- Employees
- 5
- Founded
- -
- Address
- Level 4 ,431 King William Street, Adelaide,sa 5000,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- firstadvice.com.au
- Keywords
- Superannuation Advice, Retirement Planning, Investment Advice, Personal Insurance, Corporate Superannuation.
- HQ
- Adelaide, SA
First Advice Solutions Questions
First Advice Solutions's website is firstadvice.com.au
First Advice Solutions's LinkedIn profile is https://au.linkedin.com/company/first-advice-solutions
First Advice Solutions has
5 employees.
View email and phone details for 5
employees at First Advice Solutions.
First Advice Solutions's industry is
Financial Services
First Advice Solutions's top competitors are
Humble Goode Financial Pty Ltd,
Bernie Lewis Home Loans,
Marinis Financial Group,
Hayden Financial Services Pty Ltd,
Carrington Financial Services Sa Pty Ltd,
Planfast Paraplanning,
Sam Molloy Consulting,
Prime Wealth Advice,
Maven Wealth Pty Ltd,
Argent Street.
First Advice Solutions's categories are Financial Services
First Advice Solutions's founding year is 2000
