Finance & Insurance (Brokers) Australia  
Adelaide Finance and Insurance
 Home
 Company Profile
 Why use a Steadfast  Broker
 Product Information
 Need to make a  claim?
 Financial Services Guide
 
 Privacy Statement
Financial Planning 
 Contact Us
Log in
Steadfast Member

 

 

Motor Claims & Property Cliams

FIA Financial Planning 

Life Insurance Online

FIA Financial Planning was established in 2007 with the aim of helping people to achieve both their financial and lifestyle goals. It is common to hear people say that the more money they earn the greater their expenses become and that they feel they are not getting anywhere. This situation can arise if you have not taken the time to identify your goals and objectives and put in place a plan to achieve them.

At FIA Financial Planning we can help you to identify your short and long-term goals, assess your current position and develop strategies that will see you reaching those goals faster.

Services that we offer

  • Superannuation

  • Investment planning and wealth creation strategies

  • Pre-retirement planning

  • Retirement strategies

  • Life insurance

  • Trauma insurance

  • Income protection insurance

  • Total & permanent disability insurance

Our Adviser

  Brett Handke

  GDip App Fin (Finsia)

 

     Contact Brett

    Phone     08 8267 6365

    Fax         08 8267 4608

    Mobile     0421 994 732

    Level 1/77 King William Rd, North Adelaide SA 5006

    PO Box 1199, North Adelaide SA 5006

Our principal adviser Brett Handke has significant experience in the Financial Services Industry, specialising in Wealth Creation and Risk Management strategies. Brett has completed a Graduate Diploma of Applied Finance and Investment and also holds a Bachelor of Computer and Information Science.

Brett began his career in Financial Services as a Paraplanner, which has given him in depth knowledge of not only financial planning principles but of the steps needed to quickly and effectively implement his recommendations. FIA Financial Planning makes use of a sophisticated Client Relationship Management System that allows a quick response to client queries and can also offer clients direct access to their portfolio online.

Brett is an Authorised Representative of Financial Planning Services Australia Pty Ltd and his ASIC Authorised Representative Number is 295778.

 

FIA Financial Planning Pty Ltd (ABN: 91 126 633 565) is a Corporate Authorised Representative (No. 316142) of Financial Planning Services Australia Pty Ltd AFSL: 225982

Finance & Insurance (Brokers) Australia 1/77 King William Road
North Adelaide SA 5006 Phone:(08) 8267 6365 Fax: (08) 8267 4608