FSS Advisory Pty. Ltd.

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FSS Advisory Pty Ltd is an investment advisory firm specialising in providing private wealth management encompassing stockbroking advice on directly held investments on the Australian Stock Exchange and financial planning advice.

FSS Advisory works with each client to determine their investment objectives and provides strategy recommendations within the appropriate asset allocation, which will achieve these objectives.  The analysis process includes an assessment of each individual client’s financial situation, needs, objectives and risk profile which is the basis for the client’s Statement of Advice.  The planning process flowing from this analysis is one of the key drivers of success.

FSS Advisory’s advice covers all asset classes – Australian Shares, Fixed Interest, Property and Cash plus International Securities.

Recommendations are based on fundamental analysis of investment sectors and individual stock selections to meet the individual requirements in accordance with the asset allocation detailed in the client’s Statement of Advice.

Portfolios are managed on an ongoing basis and FSS Advisory makes recommendations to clients concerning the purchase and sale of securities (subject to a client’s specific investment objectives) only after gaining the client’s consent to such action.

In respect to our investment services clients have the option of using our direct transactional based brokerage service or a managed portfolio option.  For more information on this second option see the Private Portfolio section of our website.

 
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