Who we are

Adviser fp background

While the original Adviser fp business was formed in January 1990 (previously known as Advisor Investment Services – Parramatta) the Adviser fp brand was launched in July 2012.

Built on a core philosophy of respect, honesty, integrity and professionalism Adviser fp provides quality investment and financial planning advice to a broad range of clients. We are not so big as to be impersonal, and we are not so small as to limit the extent or quality of our services.

While respecting all existing relationships, our advisers work closely with other professionals such as Accountants, Solicitors and Mortgage brokers to access specialist advice on accounting, taxation, legal and debt management as required.

Services we provide

Financial Planning Advice

  • Comprehensive Written Reports
  • Tailored Investment Strategies
  • Ongoing Portfolio & Strategic Reviews
  • Managed Portfolio Services
  • Estate Planning
  • Family Business Advice

Wealth Creation Strategies

  • Investment Advice
  • Negative Gearing
  • Regular Savings Plans

Superannuation

  • Maximising Retirement Benefits
  • Salary Sacrifice Advice
  • Contribution Strategies
  • Self-managed Superannuation Funds (SMSF) advice

Retirement Planning

  • Aged Care Strategies
  • Account based Pensions
  • Transition to Retirement (TtR) Strategies
  • Annuities
  • Centrelink Advice & Representation

Personal and Business insurances

  • Death & Disablement Insurance
  • Income Protection
  • Trauma Insurance
  • Business Succession Planning
  • Keyperson Insurance
  • Buy / Sell Arrangements
Aged Care – Family & Financial Decisions

Aged Care - Family & Financial Decisions

Our Aged Care advice provides your family with the information required to make appropriate financial decisions for both initial and ongoing considerations. For more information (click here)
Cashflow Management

Cashflow Management

Many people find it hard to take control of their finances because they don’t have time or they just don't know where to start. The sooner you begin to manage your cashflow, the sooner you will achieve your goals Have you done your budget yet?
LONSDALE
Adviser fp Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd
ABN 76 006 637 225 | AFSL 246934 | Part of the IOOF Group | Financial Services Guide

Adviser fp Pty Ltd is proud to be an approved FPA Professional Practice

This information is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this information, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
Copyright © 2020 Adviser fp Pty Limited. All rights reserved.
Professional Practice