Finding a trusted Financial Advice provider can be daunting, confusing, expensive and filled with dread. PBO Financial Solutions prides itself on removing the confusion and complexity whilst offering quality trusted personal financial advice and related services.
We have our own Australian Financial Services Licence (AFSL 531849) and are deliberately not aligned to any financial institutions or product providers so that you can take comfort that only your best interests are at the forefront in all that we do. Our approach is to always ensure we understand your specific needs and then tailor the right advice and support for you.
If quality and integrity are high priorities for you in seeking a Financial Adviser, PBO Financial Solutions will likely be the right fit for you.
Lisa Mortimer, Director & Senior Financial Adviser
Supporting you with comprehensive quality financial advice and associated services throughout every stage of your life
- Comprehensive Financial Planning
- Investment Advice
- Retirement Planning
- Insurance
- Associated Services & Support
Tailored to suit your needs providing you with total flexibility
PBO Financial Solutions Pty Ltd (Australian Financial Services Licence 531849)