IPS Financial Services Pty Ltd is a part of the IPS Group that offers personalised financial planning services including wealth management advice.
IPS Financial Services along with the Directors has a dedicated team of professionals who have the knowledge and experience required to assess client’s needs, goals, desires, strengths and weaknesses to cater advice that is individually based and goal orientated.
Products and Services that we can offer our clients include:
- Direct equities
- Managed Funds
- Structured Financial Products
- Risk Insurance
- Investment Strategies
- Wealth Maximisation
Financial services advice is provided under authority from Count Limited ABN 11 126 990 832 AFSL 227232 and IPS Financial Services Pty Ltd is a corporate Authorised Representative of Count Limited.
Mandatory Disclosures
Authorised Representative Disclosure
IPS Financial Services Pty Ltd ABN 56 010 391 474 is an authorised representative of Count Financial Limited ABN 19 001 974 625, holder of Australian Financial Services Licence number 227232 (“Count”).
Count is owned by Count Limited ABN 11 126 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
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Financial Services Guide
Our current Financial Services Guide is available below. The Financial Services Guide contains important information about the financial services we provide, who provides those services, how we are remunerated, and how complaints are handled.
Financial Services Guide – Part 1
Download FSG Part 1
Financial Services Guide – Part 2
General Advice Warning
General advice warning: The advice provided is general advice only. In preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
Privacy, Complaints and Terms of Use
You can access the most up-to-date Count policies and terms using the links below.
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