A ‘Boutique Financial Adviser’ is a title that is given to industry professionals who offer their clients financial solutions from the entire market, rather than just one supplier or business. Peacheys Investment Services Pty Ltd can offer superannuation and insurance advice from a variety of suppliers, personalised specifically for your particular situation.
We are a member of the Financial Planners Association of Australia, or the FPA, which is Australia’s leading professional community of financial planners. The FPA requires its members to commit to a code of ethics and professional conduct, so you know you’re in safe hands with an FPA member.
Our industry is also governed by the regulatory body ASIC (Australian Securities & Investments Commission). ASIC is an Australian Government agency that ensures the fairness and transparency of Australia’s financial markets, as well as educating investors in financial literacy.
Our website provides you with information and advice on how to choose a financial advisor, but please also visit ASIC’s MoneySmart website and the FPA consumer website for more information.
To be confident that you’re making the right decisions, you need to have a basic understanding of the industry. Before you come in and see us, feel free to do your own research – see the links at the bottom of this page for some great independent resources.
If you have a financial planner in mind, check that they are registered and that they hold their certification by following this link to the MoneySmart website.
We want our clients to understand the basics of financial planning before they commit to anything, so that they can have confidence in the decisions they are making.
The finance industry has undergone some big changes recently – which means that there are new laws for financial advisers and planners to conform to.
You can read a summary of what these laws mean for you, and what you can expect from your financial adviser, here.
Peacheys Investment Services Pty Ltd holds an Australian Financial Services License (AFL) 238154 and an Australian Credit License (ACL) 238154.
You will always be speaking to the person who has helped you with your finance advice.
We are paid in the form of fees and/or commissions that are clearly disclosed and agreed upon by both parties.
I offer appointments on Saturdays by arrangement.