About us
Who is FSS Financial Planning?
FSS Financial Planning is the business name under which Q Invest Limited provides financial planning services to members of the First State Superannuation Fund (First State Super). Q Invest Limited, as FSS Financial Planning, provides these financial planning services under its own Australian Financial Services License. The Trustee of First State Super is not responsible for, nor involved in, the provision of those services, although the Trustee has an agreement with FSS Financial Planning to assist First State Super members to obtain them. Under its Agreement, the Trustee promotes FSS Financial Planning services and gives Q Invest use of the business name "FSS Financial Planning" and free access to business premises and facilities. Q Invest Limited (ABN 35 063 511 580) is a holder of an Australian Financial Services Licence 238274.
FSS Financial Planning provides professional financial advice which is not influenced by commissions from fund managers or insurance companies. Our financial advisers are paid by salary which means they are not under any pressure to meet sales targets. The major factor driving their recommendation is your needs.
We have an office in Sydney and our advisers attend First State Super member seminars at regular intervals (see events).
Many of our regional clients book in for telephone appointments when they wish to obtain planning advice.
Our financial advisers come from backgrounds in financial planning, banking or finance. All have experience in providing personal advice and most hold Certified Financial Planner status. All of our financial planning staff regularly undergo professional development to ensure their knowledge is up to date with the latest legislative changes and industry developments.
Q Invest (which is the company trading as FSS Financial Planning) is also the Responsible Entity for the Investment Access Funds - a range of non-superannuation managed funds. The Funds' investment manager is QIC (ABN 95 942 373 762).
FSS Financial Planning's business is about providing financial advice and strategies to help you reach your personal goals.
We believe in operating on a fee-for-service basis and we adopt a policy of rebating commissions to clients. This guarantees that our recommendations are not influenced by product commissions.
Who is my adviser?
Read about FSS Financial Planning people here.