Open Financial Services
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Private Wealth Management


Open Financial Services Pty Ltd was established in 1997 and is a privately owned Melbourne based financial advisory firm specialising in investment advice, funds management, financial planning, insurance, retirement and superannuation planning. 

We are not owned by a bank or any other financial institution and do not have any financial relationships that affect the quality and nature of our advice.



Open Financial Services Pty Ltd

1300 780 690

Australian Financial
Services Licensee

Financial Planning Melbourne, Financial Planner, Financial planners Melbourne
We operate strictly on a fee for service basis (no investment commissions).  Our financial planners are 100% focused on improving your financial situation, not selling products.   Our advice is second to none and we are committed to always acting in your best interest.

Our single goal is to help our clients achieve a more prosperous future by providing them with sensible financial advice that is tailored to their personal circumstances and objectives. 

We have helped many Australian families build their wealth for many years.  Our professional services include:

  • self managed super services
  • financial planning
  • retirement planning
  • superannuation advice
  • investment advice
  • funds management
  • life and disability insurance advice
  • loans and refinancing
  • tax and financial structuring


Contact us for a free initial consultation with
one of our expert financial advisers.

To find out more about us and our services
go to our financial services guide or call us on 1300 780 690.