About Financial Index Australia
Financial Index Australia Pty Ltd (FIA) is an Australian Financial Services Licensee and a Principal Member of the Financial Planning Association (FPA). As part of its membership obligations, FIA observes the FPA Code of Ethics and rules of Professional Conduct under which its Advisers must abide.
In order to conduct our work as efficiently as possible, we have been instrumental in developing a unique in-house software program, which helps manage workflow, compliance and productivity. This tool is invaluable to our practice as it ensures that all our Staff, including Advisers and Management remain organised, efficient, and compliant with all legislative demands.
All advice provided by Financial Index Australia is in accordance with FPA guidelines and complies with ASIC regulations.
Our Mission
"To provide high quality, tailored and sensible solutions so our clients can achieve their lifestyle and financial objectives. This is delivered through the use of a reliable, innovative and structured approach."
"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson
"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives
"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty
"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser - Ray Barnes
"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty
"The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns
"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns