HFS is a Financial Planning Company that first commenced operations in Nowra in 2000. Since 2001 HFS has been Developed and Managed by Mark Pel" Financial Wisdom Authorised representative number 245131".
Mark is a Certified Financial Planner, holder of a Diploma of Financial Planning from Deakin University 2001 and a Diploma of Financial Markets from Securities Institute of Australia (now FINSIA). Mark is also a Senior Associate of the Financial Services Institute of Australia (FINSIA) and an Accredited specialist adviser with the SMSF Professionals Association of Australia.
Financial Wisdom has appointed Mark Pel as an authorised representative to provide the following services:
The Services we offer are:
|- Investment Advice
||- Self Managed Super Fund Advice
|- Managed Funds
|- Share Brokering Service
||- All Types of Life Insurance
When dealing with HFS you will often come across another company name and logo. That is Financial Wisdom. They are the licensee and holder of Australian Financial Services Licence No. 231138.
This is where all our licensing requirements come from. They provide research, a product recommended list and compliance checking to make sure we are providing appropriate advice to our clients.
Ongoing training and support is also provided to keep our advisers up to date with all current issues. Financial Wisdom are a large dealer group who are part of the Commonwealth Bank Group . They have more than 370 advisers Australia wide.