Holt Partners Pty. Ltd.

PIS Professional Investment Services (PIS) has appointed Stephen Holt as an Authorised Representative (AR 263429) of Professional Investment Services PIS and is authorised to provide financial services advice on the following areas;

Investment Advice
  • Basic Deposit Products
  • Non Cash Payment Facilities
  • Investor Directed Portfolio Services
  • Investment Bonds
  • Retirement Savings Accounts
  • Equity Finance (eg. margin loans)

Superannuation and Retirement
  • Corporate Superannuation
  • Personal Superannuation
  • Employer Sponsored Superannuation

Planning
  • Annuities
  • Allocated Pensions
  • Insurance with Super

Risk Insurance
  • Trauma Insurance
  • Income Protection Insurance
  • Death
  • Total and Permanent Disability
  • Key Man Insurance
  • Business Expense Insurance

CLICK HERE OR CONTACT US ON 02 4353 3443

We recommend that your financial situation be reviewed every 12 months or more frequently if your situation changes.

We will send you an alert via SMS or eMail when your review is due.

STEPHEN HOLT IS A SUB AUTHORISED REPRESENTATIVE (AR NO. 263429) OF HOLT PARTNERS PTY LTD CORPORATE AUTHORISED REPRESENTATIVE (CAR NO. 263428) OF PROFESSIONAL INVESTMENT SERVICES PTY LTD (ABN 11 074 608 558).
AUSTRALIAN FINANCIAL SERVICES LICENSEE 234951
Professional Investment Services Head Office address Level 14, Corporate Centre One, Cnr Bundall Rd & Slatyer Ave Bundall Q 4217
Contact PIS today on info@profinvest.com.au or 07 5574 0244 - Visit Website for more information
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