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"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson                                                                                                                                                                                                       "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                                                                                                                                                                                                       "Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives                                                                                                                                                                                                       "Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty                                                                                                                                                                                                       "I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty                                                                                                                                                                                                      

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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.
 


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