Thompson Financial Services (TFS), is an independently minded boutique financial planning firm servicing clients throughout the north-eastern suburbs of Melbourne. We are licensed through Infocus Securities an non-institutionally aligned dealer group of which give us the unique opportunity and flexibility in recommending solutions that are always in the best interest of our clients and not of the big 4 banks.
We are passionate about partnering with clients to see them achieve their goals through education, advice and ongoing engagement.
We believe transparency is the foundation of any advice relationship and as such we work on a fee for services model and do not accept any commissions on any investment, superannuation or any volume based bonuses (paid due to large number of fund within one product or group of products). We will accept commissions on insurance policies of which is clearly stated and pointed out within every SoA however we always give our clients the option to pay for this advice on a per hour basis.
General Advice Warning
Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.
Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.
Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website. You should also obtain and read this document prior to proceeding with any decision to purchase a financial product.
Disclosure
Thompson Financial Services Pty Ltd ACN 162 326 552 as Trustee for Thompson Financial Services Unit Trust ABN 95 738 852 395 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523.
- Tags:
- Finance, Banking, Loans
- Category:
- Bank, Financial Institution