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 McKenzie started the business in and we now have our own Australian Financial Services Licence. Our team consists of Tracey, Megan Biar, Deanna Ryder (Paraplanning and Implementation Manager), Caren Goode (Client Services Manager) and Catherine McLeod (Client Service Officer). 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