Phone (07) 5492 0350

8 Otranto Ave, Caloundra QLD 4551

 

             
 

Accounting & Business Services



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Wardle Partners

About Us


 

Compass Financial Solutions is a financial planning Practice in Caloundra and is a division of Wardle Partners Pty Ltd Certified Practicing Accountants, conveniently located in the same premises.

We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer.

Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed!

Our Sub Authorised Representatives Adviser Profiles can be viewed here


Licensing

Compass Financial Solutions Pty Ltd is a Corporate Authorised Representative No. 278272 (CAR) of Professional Investments Services Pty Ltd (PIS) who is Australia's leading independently-owned network of financial advisers and accountants. The Company operates under an Australian Financial Services licence (No. 234951) and is a Principal Member of the FPA. Professional Investment Services Pty Ltd is a wholly owned subsidiary of Centrepoint Alliance Limited. 

All our advisers are experienced and fully trained Sub Authorised Representatives of Compass Financial Solutions, Corporate Authorised Representative of Professional Investment Services Pty Ltd.

PIS aim to be a partner of choice to our advisers and accountants by providing them quality services, support and education to enhance their professionalism.

Their network of advisers and accountants provide their clients with quality financial advice and a wide choice of products and services to suit their individual circumstances.

With services ranging across the specialties of financial planning, accounting, superannuation, risk protection, and tax issues, PIS long ago recognised a demand by Australians for an end-to-end service: one optimised strategy rather than several potentially conflicting ones. PIS have built a business on developing a network of professional advisers who agree and share our values that focus on clients.

PIS offer a holistic model and personalised approach to clients' needs is a proven success.

PIS is located at Level Level 6, 2 Elizabeth Plaza, North Sydney NSW 2060 and their head office may be contacted by any of the below methods:
Ph:       1300 557 598
Fax:      (07) 3221 9000
Email:  info@profinvest.com.au

Click here for Licensee information

Complaints Procedure - Please select here to view contact details for PIS's Complaint Resolution Officer.

Click here to view PIS's Financial Services Guide and Privacy Policy.

Established in 1996, Professional Investment Services is part of Professional Investment Holdings Ltd (PIH).

General Advice Warning

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.


Compass Financial Solutions ABN 51 109 740 409 is a Corporate Authorised Representative 278272 (CAR) of Professional Investment Services Pty Ltd,
ABN 11 074 608 558 | AFS Licence Number 234951 and provides financial planning services through its Sub Authorised Representatives.