ABOUT APPI Financial Services

Who We Are

APPI Financial Services Pty Ltd (APPI FS) is a financial planning business, established to look after the financial planning, superannuation, investment and insurance requirements of consumers.

We exist to deliver to you comprehensive financial planning solutions. APPI FS will firstly assist you in clarifying your financial goals, optimising your investment and tax strategies and then APPI FS will find the investments that suit your needs and facilitate the purchase of the investments. You don’t need to do any of the hard work, we are here to help. APPI provide insurance and superannuation services and will identify appropriate investments for you in any of these areas.

APPI Financial Services Pty Ltd corporate authorised representative number: 001008594

This is licensed under iPraxis Pty Ltd
iPraxis Australian Financial Services License (AFSL): 329337
iPraxis ABN: 39114365007

What We Do

We can help you with the following:

  • Investments and investment strategies in property, shares, fixed interest and cash
  • Retirement planning strategies
  • Wealth creation
  • Superannuation strategies
  • Self-managed superannuation advice
  • Salary packaging
  • Insurance services
  • Gearing strategies
  • Social security advice
  • Estate planning
  • Consequences in relation to tax (financial) advice

In addition, we can offer you an on-going monitoring and review service for your investment portfolio or life insurance program.

We are licenced to provide financial product advice and deal in some or all of the following financial products:

  • Deposit and payment products, including basic deposit products, deposit products other than basic deposit products and non-cash payment products
  • Debentures, stocks or bonds issued or proposed to be issued by a government
  • Risk insurance products, including life, trauma, income protection and total and permanent disability insurance
  • Retirement savings accounts
  • Securities
  • Superannuation
  • Managed investments

If we provide personal advice to you, we are required under the law to act in your best interests and prioritise your interests ahead of our own. You may specify how you would like to give us instructions. For example by telephone, email, fax or other means. But in all cases we must receive a written confirmation of these instructions.

Other matters you might want to know

We will also provide you with a Statement of Advice whenever we provide you with any advice, which takes into account your objectives, financial situations and or needs. The Statement of Advice will contain the advice, the basis on which it is given and information about fees, commissions and associations which may have influenced the provision of the advice.

If we give you further advice, or when no financial product is recommended, a Return on Assets may be provided to you instead of a Statement of Advice. You can request a copy of the Return on Assets by contacting us (if you have not previously received a copy) within 7 years of that further advice being given.

In the event we make a recommendation to acquire a particular financial product (other than securities) or offer to issue or arrange the issue of a financial product, we must also provide you with a Product Disclosure Statement containing information about the particular product which will enable you to make an informed decision in relation to the acquisition of that product.

We hold professional indemnity insurance cover for the activities conducted under our AFS licence which we believe satisfies the requirements of s.912B of the Corporations Act 2001 for compensation arrangements.

Why Choose Us?

  • INVESTMENT STRATEGY

    Investing money successfully or unsuccessfully is where most people make it or break it.

  • PORTFOLIO MANAGEMENT

    We help you manage your fund’s portfolio to match investments to financial goals

  • FINANCIAL PLANNER

    Choosing the right advice provider is an important decision