Our Expertise


The creation of a successful investment and retirement plan starts with identifying what you are trying to achieve and in what timeframe.



To achieve this, your Flinders financial adviser will work closely with you to establish a set of objectives, and once clear, will begin the process of designing an investment portfolio to suit your individual requirements.

We will explain the risks involved with investing so that you have a good understanding of the impacts and outcomes. Your Flinders adviser will help you develop an educated and informed position from which to decide on the investment strategy that suits you.

Australian Financial Services Licence - No. 231155