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 Australia’s leading independently-owned network of financial advisers and accountants. Professional Investment Services aims to be a partner of choice to its advisers and accountants by providing them quality services, support and education to enhance their professionalism.
Professional Investment Services’ network of advisers and accountants provide their clients with quality financial advice and a wide choice of products and services to suit their individual circumstances.
With its head office in Australia, the Group has operations in six countries across the Asia Pacific.
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.