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PERSONAL FINANCIAL SERVICES LTD
AFSL 234459 · ABN 26098725145 · SYDNEY, NSW · Licensed since 2003
InstitutionalNational
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129
Advisers
17.7 yrs
Avg. adviser experience
6
States
7%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Derivatives✓ Margin Lending✓ General Insurance
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 52%SMSF Assoc. 5%CPA 5%CA ANZ 6%
% of current advisers holding each professional membership
States: ACT, NSW, QLD, SA, VIC, WA
Corporate group: ENTIRETI LIMITED
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