About Open Financial Services
Open Financial Services Pty Ltd was established in 1997 and is a privately owned financial advisory firm specialising in funds management, 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.
Our single goal is to help our clients achieve a more prosperous future by providing them with sound sensible and appropriate investment advice.
Open Financial Services is made up of a team of highly trained professionals dedicated to providing the very best investment advice. We hold an Australian Financial Services Licence issued by the Australian Security and Investment Commission (ASIC). We are also a Principal Member of the Financial Planning Association of Australia (FPA) and abide by the FPA's Code of Ethics and Rules of Professional Conduct.
All our private client advisers are Certified Financial Planner TM practitioners that have met stringent educational standards and continue to meet strict ongoing training requirements. They have also all featured separately in Smart Investor Magazine's top 50 advisers in Australia.
Our best interests are
your best interests
Important: The information contained in this website has been prepared without taking into account your objectives, financial situation or needs. You should therefore consider the appropriateness of the information, in light of your own objectives, financial situation or needs, before acting on it. Where the information relates to a particular financial product you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision.
(03) 9663 3477