First Advice Solutions

www.firstadvice.com.au

First Advice Solutions is an established financial planning group that operates on a national basis with our main office in Adelaide. First Advice Licensee Services Pty Ltd is the holder of the Australian Financial Services Licence (No. 484 091) and has a team of licenced advisers and support staff. We offer a broad range of products and services. Our adviser team looks after over $130 million dollars of client's funds invested primarily through superannuation, pension and investment products. In addition to our private clients, we are particularly passionate about the need for education and support in the workplace with respect to company superannuation plans. We have a service offering which covers employers and employees alike, with the main focus of increasing member’s retirement benefits and income. Tracey Edwards started the business in 2000 and we now have our own Australian Financial Services Licence. We recently rebranded to First Advice Solutions. We have moved to new premises, renovated and set up a whole new office of our own, after sharing for the past 15 years. Our team consists of Tracey, Renate Tonks (part time Adviser – trying to retire), and most recently Warwick Edwards (Adviser & Compliance Manager). We also have Deanna Ryder (Client Services Manager) and Megan Biar (part time Client Services – returning from maternity leave). We support all staff at different times in their careers and have a development plan for the whole team. ‘Shaping your future today’ was the driving force behind our brand and is based around our promises to our clients:  We put your needs first  We give you trustworthy financial advice  We provide real solutions and results

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First Advice Solutions is an established financial planning group that operates on a national basis with our main office in Adelaide. First Advice Licensee Services Pty Ltd is the holder of the Australian Financial Services Licence (No. 484 091) and has a team of licenced advisers and support staff. We offer a broad range of products and services. Our adviser team looks after over $130 million dollars of client's funds invested primarily through superannuation, pension and investment products. In addition to our private clients, we are particularly passionate about the need for education and support in the workplace with respect to company superannuation plans. We have a service offering which covers employers and employees alike, with the main focus of increasing member’s retirement benefits and income. Tracey Edwards started the business in 2000 and we now have our own Australian Financial Services Licence. We recently rebranded to First Advice Solutions. We have moved to new premises, renovated and set up a whole new office of our own, after sharing for the past 15 years. Our team consists of Tracey, Renate Tonks (part time Adviser – trying to retire), and most recently Warwick Edwards (Adviser & Compliance Manager). We also have Deanna Ryder (Client Services Manager) and Megan Biar (part time Client Services – returning from maternity leave). We support all staff at different times in their careers and have a development plan for the whole team. ‘Shaping your future today’ was the driving force behind our brand and is based around our promises to our clients:  We put your needs first  We give you trustworthy financial advice  We provide real solutions and results

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Country

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City (Headquarters)

Adelaide

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Employees

1-10

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Founded

2000

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Social

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Potential Decision Makers

  • Director

    Email ****** @****.com
    Phone (***) ****-****
  • Director and Senior Adviser

    Email ****** @****.com
    Phone (***) ****-****
  • Client Services Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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