Who We Are
Professional Investment Services' core operations are the provision of financial advice and the distribution of financial and risk products to individuals who are keen to build their wealth and plan for the future.
Professional Investment Services is one of the largest networks of accountants, financial advisers, mortgage and insurance brokers in Australia. The Group's network facilitates the referral of a range of value-added services to the network's customers and additional income opportunities to its members.
The Group's approach enables customers to access the end-to-end skills and functions of the network whilst retaining the trusted relationship with their original adviser.
An Australian Financial Services License (AFSL) holder, Professional Investment Services provides a suite of services to financial advisers and accounting practices including back office support, research materials, ongoing training, administration support, marketing and business process support.
With its head office in Australia, the Group has operations in seven countries across Asia Pacific and North America
Professional Investment Services is a principal member of the Financial Planning Association.
History
Professional Investment Services was formed in Australia by a group of five financial advisers and seven accountants. Professional Investment Services obtained a Dealer's Licence on 6 August 1996, and its AFSL on 8 December 2003.
The founding members, many of whom still work for the Group (including Group CEO Robbie Bennetts), recognised an unmet need in the market for accountants and financial advisers to work more closely to provide investors a range of value-added services.
By 2003 Professional Investment Services had grown to be the second largest dealer group in Australia and reached No.1 in Money Management's Top 100 Dealer Group Survey in June 2006 where it remains today.