First Advice Solutions

First Advice Solutions is an established financial planning group that operates on a national basis with our main office in Adelaide. First Advice Licensee Services Pty Ltd is the holder of the Australian Financial Services Licence (No. 484 091) and has a team of licenced advisers and support staff. We offer a broad range of products and services. Our adviser team looks after over $130 million dollars of client's funds invested primarily through superannuation, pension and investment products. In addition to our private clients, we are particularly passionate about the need for education and support in the workplace with respect to company superannuation plans. We have a service offering which covers employers and employees alike, with the main focus of increasing member’s retirement benefits and income. Tracey Edwards started the business in 2000 and we now have our own Australian Financial Services Licence. We recently rebranded to First Advice Solutions. We have moved to new premises, renovated and set up a whole new office of our own, after sharing for the past 15 years. Our team consists of Tracey, Renate Tonks (part time Adviser – trying to retire), and most recently Warwick Edwards (Adviser & Compliance Manager). We also have Deanna Ryder (Client Services Manager) and Megan Biar (part time Client Services – returning from maternity leave). We support all staff at different times in their careers and have a development plan for the whole team. ‘Shaping your future today’ was the driving force behind our brand and is based around our promises to our clients: We put your needs first We give you trustworthy financial advice We provide real solutions and results Having had so much change in the past 12 months, we have a newly formulated business plan for the next 5 years. With a new brand we have a clean slate and some of our goals are: Increasing women’s participation in our education series – including saving, budgeting and financial literacy Engagement of all clients at an earlier age More comprehensive and full retirement services including aged care Greater participation in non-profit companies – either as clients or in volunteer roles on boards

Address: 450 Pulteney Street, Adelaide SA 5000, Australia

Phone: +61 1300 450 000
FAX: