Relationship with licensee
As a provider of professional financial advice, we are required to hold a financial services license or be an Authorised Representative of an Australian financial services license holder.
As a Corporate Authorised Representative of Financial Services Partners Pty Ltd, Tomich Financial Group Pty Ltd benefits from a broad range of advice related services and business support services including; access to professional industry training and accreditation, product and strategic advice research, technical support, and technology and innovation aimed at assisting our team to provide quality advice and professional services to you, our clients.
Financial Services Partners Pty Ltd (FSP) is holder of Australian Financial Services License number 237590. It was founded in 1999, in 2007 FSP became part of OnePath, a wholly owned subsidiary of the Australian and New Zealand Banking Group Limited (ANZ). OnePath operates as part of ANZ’s specialist wealth business.
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Financial advice and planning to help you create a brighter future.®
Tomich Financial Group Pty Ltd is a holistic financial planning specialist advice business located on the Sunshine Coast with clients based along the East Coast of Australia and Tasmania.
Our business is focussed on delivering financial advice and products to help clients make the most of their financial position and achieve their financial goals. The Tomich Financial Group team is passionate about building long term client relationships and being regarded as trusted professionals.
We offer a range of services to meet the needs of our clients at various stages of their life. Our areas of expertise include superannuation and retirement planning, Self-Managed Super Funds, and the building of wealth creation and wealth protection strategies for clients.
Like many small businesses, we strive to build mutually beneficial relationships with our clients and take pride in assisting them with their financial and lifestyle goals. We value client referrals and look forward to continuing to offer service excellence to existing clients and meeting new clients.
- Empowering our clients so they are confident in their decisions.
- Professional excellence.
- Communication and transparency.
- Quality advice and personalised service.
- Long term, mutually beneficial client relationships.
Our team will work with you to assist with your wealth management, wealth accumulation, wealth protection and wealth transfer needs.
Relationship to Financial Services Partners Pty Ltd
As a provider of financial planning services, advisers are required to hold a financial services license or be an Authorised Representative of a license holder. Financial Services Partners Pty Ltd (FSP), holder of Australian Financial Services License number 237590, is a network of around 125 professionally qualified financial advisers across circa 80 practices Australia wide. FSP advisers service around 115,000 clients with over $2 billion dollars in funds under advice.
Authorised Representatives provide specialist advice including wealth accumulation, wealth management and wealth protection advice to a broad range of clients.
FSP Authorised Representatives benefit from advice development, training and accreditation, research and business support services aimed at assisting them to provide quality advice and professional services to their clients.
Founded in 1999 by a group of advisers to provide quality advice and services to all Australians and to provide a boutique licensee offer for like-minded advisers, the network became part of OnePath in 2007. OnePath is a wholly owned subsidiary of Australian and New Zealand Banking Group Limited (ANZ). OnePath operates as part of ANZ’s specialist wealth business.
To find out more about Financial Services Partners please go to www.fspadvice.com.au