Financial Planning Melbourne
Bruce Edmunds & Associates has a partnership with Graeme Matthews who is licenced to Professional Investment Services to provide financial planning to all our clients in the Beaumaris, Sandringham, Black Rock, Cheltenham, Bayside and Melbourne.
Pursue the lifestyle you want with our financial planning services. These include:
Superannuation
- Rollovers
- Consolidation of funds
- Planning
- Account-based pensions
- Transition to retirement pensions
Shares
- Purchase/Sale
- Portfolio Review
- Brokerage (1% or $75)
Tax Planning
- Term Deposits Reviewed
- Alternative Strategies
Retirement Planning
- Wills
- Redundancy
- Centrelink
- Veteran Affairs
- Superannuation
Managed Investments
- Purchase/Sale
- Portfolio Reviews
- Savings Plans
- Margin Lending
Insurance
- Life
- Income Protection
- Trauma
- Key Person
- Business Succession
Request an appointment with a Financial Planner…
Request a call
Or call us (03) 9589 5488
Professional Investment Services Pty Ltd
- ABN 11 074 608 558 AFSL 234951
- Telephone Number: 1300 557 598
- Email: profinvest@cpal.com.au
- Complaints: www.centrepointalliance.com.au/complaints
- FSG: www.centrepointalliance.com.au/fsg
Graeme Matthews
Authorised Representative of Professional Investment Services Pty Ltd: 245034
Authorised Credit Representative of Centrepoint Alliance Lending No. 410158
Wes Howell
Authorised Representative of Professional Investment Services Pty Ltd: 262343
The information provided on this website has been provided as general advice only and you should consider the appropriateness of the advice. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services Pty Ltd 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.
BE with us
Graeme B. BUS. FCPA (FPS). CFP
DIRECTOR – FINANCIAL PLANNING
Graeme is an Accountant who transferred to Financial Planning in 1986. In 1997, He established the Financial Planning business within BE to provide holistic advice to all BE clients, family and friends. Specialising in SMSF, Direct Shares, Superannuation, and Age Care, he is always available to assist.
Authorised Representative of Professional Investment Services Pty Ltd: 245034
Authorised Credit Representative of Centrepoint Alliance Lending: 410158
Wes Fdn DFP
FINANCIAL PLANNER
Wes has been a financial adviser since 2001 developing suitable strategies and plans in the areas of investment and superannuation to enable people to meet their financial goals.
Authorised Representative of Professional Investment Services Pty Ltd: 262343
