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PREFERRED FINANCIAL SERVICES PTY LTD.
AFSL 521777 · ABN 40638142640 · CHERMSIDE WEST, QLD · Licensed since 2020
Corporate GroupSingle State
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1
Advisers
28 yrs
Avg. adviser experience
1
States
0%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 100%CPA 100%
% of current advisers holding each professional membership
States: QLD
Corporate group: Andrew LYON
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