Financial Services Partners is a firm which specialises in providing advice relating to wealth accumulation and retirement and prides itself as being ethical in all its dealings with customers. I have been a financial adviser for over 20 years and have been a member of the AFR Smart Investor Master class in both 2009 & 2010.
In the initial consultation with customers, I present them with the opportunity to raise any specific ethical criteria they would like to include or avoid in their investment portfolio thus tailoring their investment portfolio to their specific requirements.
Customers therefore have the option of investing in ethical and socially responsible funds whilst still generating competitive returns.
CERTIFICATION DETAILS
Certified by RIAA since: 2008 Dealer Group: Financial Services Partners Pty Ltd Fees and charges structure: Fees for service and commission Qualifications: - Certified Financial Planner - Diploma Financial Planning Financial Adviser since: 1984 What responsible investment services do you offer? - Superannuation & Retirement Planning - Investments - Direct Shares - Wills & Estate Planning - Loan & Mortgage Advice - Centrelink Advice What responsible investment services do you offer? - AMP Capital Responsible Investment Leaders Range - Australian Ethical - BT Wholesale Ethical Share Fund - BT Sustainable Conservative Fund - Colonial First State Generation Global Sustainability - Hunter Hall Global Ethical Trust - ING Sustainable Australian Share - Perpetual Wholesale Ethical SRI Fund
DISCLAIMER: This information has been prepared by RIAA based on material provided by Mark Lowe. While it is provided to assist you in finding a Financial Adviser, RIAA does not endorse or recommend any particular firm or superannuation fund to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
Financial Services Partners is a firm which specialises in providing advice relating to wealth accumulation and retirement and prides itself as being ethical in all its dealings with customers. I have been a financial adviser for over 20 years and have been a member of the AFR Smart Investor Master class in both 2009 & 2010. 
