Australian
Professional
Advisors
Association
Australian Professional Advisors Association (APAA) was established by a group of self-licensed financial advisors who were disillusioned with the lack of professional standards in the financial planning industry. They have long been of the view that professional advisors should be highly qualified in line with other professionals such as lawyers and accountant.
All our member firms are self-licensed. Importantly they are not owned or controlled by a bank, superannuation fund, union or insurance company. This provides an excellent foundation for our members to use their professional judgement when making recommendations to their clients.
All our members have meet the APAA’s high entry standards which include:
- Self-licensed
- Owned and managed by the advisor
- Operate their own Australian Financial Service Licence (AFSL)
- University degree qualified
- Postgraduate qualifications in financial planning
- 10+ years of industry experience
- Member of professional industry body
- Abide by our strict Code of Ethics
Less than 10% of the industry meet these standards. Furthermore these standards provide a solid reference point for clients seeking a trusted advisor.
Through many years of providing tailored financial advice our member firms have seen firsthand the positive impact quality advice can have on a client’s financial position.
If you are looking for professional financial advisor please contact one of member firms below;
Meet the Members
Whether its superannuation, insurance or general financial advice, Partners in Planning(PIP) are here to partner with you to ensure you aim for a secure financial future and the protection of your lifestyle. We are a team of committed professionals who believe in sound and professional advice.
Why we firmly believe in our motto ‘Not all financial planners are built the same’.
Partners in Planning was founded out of a need to provide client focus advice (opposed from the traditional bank ‘product’ sell) . We are founded as a fee for service practice and strongly support the government’s changes to makes fee for service the only way forward.
We firmly believe in fundamental investing and the protection of your lifestyle. We can proudly put up our hand and say we have NEVER recommended any ‘alternative’ investments like emus or forestry products.
We are small enough to care BUT big enough to be around for the long haul.
We are individually owned and believe that each client is an individual not just a number, we don’t believe in a product being a solution but in a strategy solutions.
Flinders wealth is devoted to educating clients to stay the course. We try not to be too positive about short-term success, or too negative about short-term setbacks.
If anything, we’re probably a bit boring when it comes to investments – but most of our clients like it that way. The secret to financial security isn’t a ‘get rich quick’ scheme and it isn’t particularly exciting, but it does work.
We apply a long-term investment philosophy that taps into compounding, promotes re-investment, limits transaction costs and defers capital gains tax.
From working with financial successful clients – well founded long-term investment principles applied with patience and discipline delivers strong returns over time.
Based on what your comfort levels of risk – we construct tailored portfolios applying our core investment principles:
- The power of compounding
- The importance of a rising income stream
- A focus on high quality assets
- Don’t overpay for investments
Simon has an extensive background in Financial Advice.
He specialises in portfolio management and providing strategic advice for clients in Australian and international equities, cash, fixed interest and property. He also assists clients with their overall financial needs including investment and superannuation planning, debt and gearing management, wealth protection and insurance planning.
Simon helps clients build long term strategies to ensure that goals can be met such as extinguishing debt, building wealth or retiring comfortably.