PFP Financial Services

Proven expertise Local presence

Personal Financial Services2022-04-19T22:41:07+00:00

PFP Financial Services is a relationship driven full service licensee partner for financial advice businesses with our Head Office in Perth bringing proven licensee expertise and service with local presence to the financial advice community in Western Australia.

PFP is well resourced to support your financial advice business across a wide range of practice and adviser services.

If you’re looking for an ongoing relationship with a collaborative and trustworthy financial services licensee, take the first step to talk with us.

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Welcome to PFP Financial Services

Our management team is led by one of Australia’s most experienced executives in operating and managing financial services licences with a proven track record of helping practice owners reach their potential in a safe, secure and caring environment.

Our fees are simple, fair and easy to understand. No hidden costs, no nasty surprises.

And by offering you choices in the level of support and services that are right for you and your clients we’re on a mission to help fulfil your vision for your business.

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Our Latest Articles

  • duty to take reasonable care

Duty to take reasonable care

From 5 October changes to the Insurance Contracts Act came into effect, replacing the Duty of Disclosure with the obligation to take reasonable care not to make a misrepresentation when entering into, renewing, extending or varying life insurance policies.

FSC White Paper on Financial Advice

The Financial Services Council (FSC) White Paper on financial advice  outlines the FSC’s platform to reduce the cost of advice and unnecessary regulation and duplication.