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Drew is authorised to provide advice in the following area’s
- Basic deposit products
- Margin lending (N.B. Certain products encompass a residential property loan as well as a margin loan Accordingly, to be able to recommend this particular type of product, your Adviser is required to be a representative of both an Australian Financial Services Licensee and an Australian Credit Licensee. PIS holds an AFS Licence as well as an Australian Credit Licence.)
- Financial planning
- Wealth creation and protection
- Superannuation
- Investments
- Personal and business risk insurance
- Estate planning
- Retirement planning
- Social security
- Salary packaging
- Gearing strategies
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