Financial Planning
Professional Investment Services
Tim Blakeley
Authorised Representative
Conrad Carlile has engaged Professional Investment Services Pty Ltd (PIS) to provide financial planning services.
PIS aims to deliver the most professional and comprehensive financial services to all clients. PIS listens to your needs and concerns enabling customised plans to be developed that will achieve your goals.
PIS has appointed Tim Blakeley as the authorised representative to provide the following financial services on behalf of PIS for Conrad Carlile:
- Tax Planning
- Retirement Planning
- Wealth Accumulation
- Life Insurance/Trauma/Income Protection Insurance
- Investment Advice
- Superannuation/Rollovers
- Shares and Trusts
- Business Planning
- Estate Planning
This extensive choice can be beneficial in providing you with the strategies to suit your financial situation.
Professional Investment Services Pty Ltd ABN 11 074 608 558 is the holder of Australian Financial Services Licence No 234951 under which PIS is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products.
Click here to view Financial Services Guide and Privacy Policy.
(http://www.profinvest.com.au/FSG.pdf)
Click here for information about lodging a complaint.
(http://www.profinvest.com.au/complaints.php)
The PIS head office address is;
| Head Office: Level 14, Corporate Centre One Cnr Bundall Rd & Slatyer Ave Bundall QLD 4217 Professional Investment Services website: www.profinvest.com.au |
Toowoomba Office: PO BOX 2332 Toowoomba QLD 4350 P. (07) 4659 4688 M. (0428) 621 208 Email: timothyblakeley@bigpond.com |
