Research

FPSA utilises Standard & Poor’s (S&P) research, which offers access to a broad range of industry leading information and analysis. The S&P Premium Research Package is included as part of the dealer fee.

With over 1,500 funds on the FPSA Approved Product List (APL) and access to the ASX top 200, our advisers are able to recommend a broad range of products to clients to suit their needs.

Managed investments

Managed investments must have a minimum 3 stars S&P rating for use by FPSA advisers. For structured products, advisers must also complete product accreditation prior to advice.

Insurance

Insurance companies, whose products appear on FPSA's APL, must be APRA-regulated and have an S&P credit rating of BBB or higher. This ensures protection for both our advisers and their clients

Shares

FPSA advisers are approved to recommend shares listed in the ASX's top 200, where supported by broker research.

FPSA utilises Wilson HTM Invesment Group's wide range of direct equity solutions to assist our advisers in creating innovative investment strategies for their clients. Please contact Brett Nicholls or Carl Daffy at This e-mail address is being protected from spambots. You need JavaScript enabled to view it to gain access to their research and daily market update.

 

Disclaimer: This information has been prepared and issued by Financial Planning Services Australia (FPSA), ABN: 55 010 521 810, AFSL: 225982. It contains factual information and general financial product advice only and has been prepared without taking into account your individual objectives, financial situation or needs. The relevant disclosure document should be obtained before deciding whether to acquire, dispose of, or to continue to hold, an investment in any financial product. While all care has been taken in the preparation of this website (using sources believed to be reliable and accurate), no person, including FPSA, or any other member of the netwealth group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information.