Portfolio Professionals

(07) 3871 1671 Get in touch
  • Home
  • About us
    • Our team
    • About Godfrey Pembroke
    • Our philosophy
    • How we work with you
    • Careers
  • Client experience
    • Our clients
    • Case studies
    • Active advice
    • Fee for advice
    • Trust & transparency
    • Financial Services Guide
  • Our specialisations
    • Wealth planning and accumulation
    • Investment planning
    • Lending and debt management services
    • Cashflow management
    • Risk insurance
    • Portfolio structuring and tax management
    • SMSF’s and retirement planning
    • Business management
    • Executive financial planning and CFO services
    • Expatriate financial services
    • Estate planning and administration
  • News
  • Contact us

Financial Services Guide

Our Financial Services Guide, or FSG, is a detailed guide to Portfolio Professionals, our business, and the advice services we offer. It describes the fees we may charge, the information we may collect about you, and the ways we use that information.

Use it to decide whether or not to seek advice from us. If you have any questions, or if anything is unclear, please feel free to call us on (07) 3871 1671. We hope you find it useful.

Download our Representative Profile – Michael Campbell

Download our Representative Profile – Peter Christopherson

Download our Financial Services Guide

Get in touch

P: (07) 3871 1671
F: (07) 3878 9955
E: Click to email
Contact us

Our locations

Suite 4, Level 1
165 Moggill Road
Taringa QLD 4068

Suite 5C,
138 Margaret Street
Toowoomba QLD 4350

News categories

  • News (16)

News

By Graeme Colley AMP Capital Graeme Colley shares five more common mistakes SMSFs make and how to avoid them. Separating contributions and ... Read more

  • The Aussie economy in 2019; it’s not boom but it’s not doom either
  • Upsize your super with downsizer contributions
  • Advice warning
  • Legal notice
  • Complaint resolution
  • Privacy
  • Sitemap

Copyright © 2019 Portfolio Professionals. Wordpress Website by The DMA

Portfolio Professionals Over 20 years experience in financial advice.
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee,
Registered Office 105-153 Miller Street,
North Sydney NSW 2060.
A member of the National Australia group of companies.