Relationship with licensee
As a provider of professional financial advice, we are required to hold a financial services license or be an Authorised Representative of an Australian financial services license holder.
As a Corporate Authorised Representative of Financial Services Partners Pty Ltd, Beacon Financial Management Pty Ltd trading as Beacon Planning Solutions benefits from a broad range of advice related services and business support services including; access to professional industry training and accreditation, product and strategic advice research, technical support, and technology and innovation aimed at assisting our team to provide quality advice and professional services to you, our clients.
Financial Services Partners Pty Ltd (FSP) is holder of Australian Financial Services License number 237590. Founded in 1999, Financial Services Partners is a network of approximately 150 professionally qualified financial advisers across 100 practices Australia wide.
Financial Services Partners advisers service around 115,000 clients with around $4 billion dollars in funds under advice. Financial Services Partners is a wholly owned subsidiary of IOOF Holdings Limited (IOOF). Each Financial Services Partners practice is locally owned and employs highly qualified and authorised financial advisers.