Financial Services
Our Financial Planning division consists of a close-knit team led by Bruce Baynes, an Authorised Representative of Professional Investment Services Pty Ltd (PIS).
We understand that not everyone needs comprehensive financial strategies. If you are planning to invest or retire, or wish to reduce debt or create wealth, then no doubt you will benefit from financial advice which can be tailored to suit your specific needs and objectives.
We are able to prepare comprehensive financial plans without the technical jargon.
Explained in easy to understand terms, our financial services include, but are by no means limited to:
- Wealth Creation Strategies
- Managed Funds and Master Trust Investments
- Retirement Planning and Strategies
- Self Managed Superannuation Funds
- Rollover of Superannuation and Pension Commencements
- Personal Risk Insurance
Unlike a number of our competitors, we charge fees based on the level of complexity involved, rather than a percentage of money being invested.
About Our Team:
Bruce was the runner up as the PIS Financial Planner of the Year in 2006 – and has a wealth of knowledge and expertise across a full range of financial products and sectors. Bruce holds specialist accreditation for advising in Self Managed Super Funds through the Self Managed Super Fund Professionals Association of Australia (SPAA) - considered to be the most highly recognized industry body.
Josh McCutcheon is also an Authorised Representative of PIS and has completed a Business Degree majoring in Accounting and Financial Planning. Josh is our paraplanner and assists Bruce in all aspects of the business. He has a keen interest in personal risk insurance advice but also has knowledge of superannuation, direct shares and Centrelink matters.
“We aim to help clients to be financially organised so they are able to build, protect and manage their wealth effectively”.
| The advisers of PWA Financial Group Pty Ltd can provide financial services as authorised Representatives of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951). |
ABN 11 074 608 558 AFSL No 234951 Head office address: Level 14, Corporate Centre One Corner Bundall Road and Slatyer Avenue Bundall QLD 4217 Click here to download FSG and Privacy Policy. Click here to lodge a complaint. |