Expert Financial Advice
With over 20 years of experience we’ll ensure
you always get the best guidance.
What we Offer
We provide expert financial advice. With over 20 years of experience we’ll ensure you’re getting the best guidance from the smartest people in the industry. For businesses and individuals, you can rely on Broker to deliver.
We have over 20 years of experience providing expert financial advice for both businesses and individuals. Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools available today.
Frequently Asked Questions
What kind of financial advice do you give?
We help educate Clients on how to best manage their current assets and income so that they work as efficiently as possible toward achieving their financial goals. This includes identifying strategies that are designed with the goal to legitimately reduce their taxes, maximizing the returns on their investments, creating a budget, and much more.
Do you offer individually tailored investment plans?
We certainly do. We know that each family’s situation is different and we tailor each investment plan to ensure that all of our Clients receive the most appropriate, enjoyable and relevant investment experience available.
How would I go about planning for my retirement?
This is one of the key moments in people’s financial future and must be considered very carefully. We suggest that as soon as you start thinking about retirement planning, you should call us and set up a free consultation. We will help you to evaluate your current financial situation and encourage you to visualize the retirement you are dreaming about. We will then help you to identify a few steps that you can take to begin pursuing your retirement dreams.
We have over 20 years experience providing expert financial advice.
A young, enthusiastic team of advisers are always here to help.
Our financial specialists ensure you get the optimum results.
Here’s what just some of our clients have said
Their advice and support has been first class, I can’t thank them enough for how they helped.
John Walsh — Columbus, Ohio
My firm has been greatly helped by the excellent work from Broker, you won’t be disappointed.
Nadia Lopez — Heuston, Texas
For financial assistance I can’t recommend Broker enough, I’ve been delighted by the outcome.
Jack Maguire — Manhattan, New York
Broker has been marvelous for my business, their professionalism has been exemplary.
Louise Smith — LA, California
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
For Businesses: Do you have questions about how Broker can help your company? Send us an email and we’ll get in touch shortly, or phone 1800 234 567 between 07:30 and 19:00 Monday to Friday — we would be delighted to speak.
ADVICE WARNINGS & DISCLAIMERS
General Advice Warning
The information on this website has been prepared on a general advice basis only. The advice has been prepared without taking account of your specific objectives, financial situation or needs. Accordingly, you should, before acting on the advice, consider the appropriateness of the advice having regard to your objectives, financial situation and needs. In cases where the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain a Product Disclosure Statement (or other relevant information statement) and consider such document before you make any decision about whether or not to acquire the product. For these reasons, it is imperative that you seek advice from your financial adviser before making any investment decisions.
General Advice Disclaimer
This website has been provided to you as general advice only. We have not considered your objectives, financial situation or needs and you should seek the assistance of your financial adviser before you make any decision regarding the products mentioned in this communication. While all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither the Licensee nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
|Licensee Name||Professional Investment Services Pty Ltd|
|Licensee ABN||11 074 608 558|
|Licensee Web Page:||www.centrepointalliance.com.au/PIS|
|Licensee Telephone||1300 557 598|
|Licensee Head Office Address||Level 9, 10 Bridge Street Sydney NSW 2000|
Bruce Graham is an Authorised Representative of Professional Investment Services and his Authorised Representative Number is 247694.
For information in relation to Professional Investment Services as an Australian Financial Services Licensee, please click the following link
For Our Financial Services Guide, please click the following link
For Our Complaints Procedure, please click the following link