Financial Planning

Professional Investment Services

Tim Blakeley
Authorised Representative



Conrad Carlile has engaged Professional Investment Services Pty Ltd (PIS) to provide financial planning services.

PIS aims to deliver the most professional and comprehensive financial services to all clients. PIS listens to your needs and concerns enabling customised plans to be developed that will achieve your goals.

PIS has appointed Tim Blakeley as the authorised representative to provide the following financial services on behalf of PIS for Conrad Carlile:

  • Tax Planning
  • Retirement Planning
  • Wealth Accumulation
  • Life Insurance/Trauma/Income Protection Insurance
  • Investment Advice
  • Superannuation/Rollovers
  • Shares and Trusts
  • Business Planning
  • Estate Planning

This extensive choice can be beneficial in providing you with the strategies to suit your financial situation.

Professional Investment Services Pty Ltd ABN 11 074 608 558 is the holder of Australian Financial Services Licence No 234951 under which PIS is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products.

 

Click here to view Financial Services Guide and Privacy Policy.
(http://www.profinvest.com.au/FSG.pdf)

Click here for information about lodging a complaint.
(http://www.profinvest.com.au/complaints.php)

The PIS head office address is;

Head Office:
Level 14, Corporate Centre One
Cnr Bundall Rd & Slatyer Ave
Bundall QLD 4217
Professional Investment Services website: www.profinvest.com.au


Toowoomba Office:
PO BOX 2332
Toowoomba QLD 4350
P. (07) 4659 4688
M. (0428) 621 208
Email: timothyblakeley@bigpond.com


 



Professional Investment Services