Corporate Profile »

FSP Portfolio Services

FSP Portfolio Services includes the FSP Super Fund and FSP Prestige Plus, an Investor Directed Portfolio Service (IDPS), that are each operated by subsidiary companies of FSP Group Pty Ltd. FSP Group is a financial services company with interests in financial planning, superannuation, portfolio administration and funds management.

FSP Group’s strong belief is that business success depends on the strength of our customer relationships and on helping financial advisers deliver superior financial outcomes for their clients.

The role of your financial adviser

FSP Portfolio Services has been designed to enable your adviser to work with you to get the most out of your investments, in line with your goals, objectives and agreed financial plan.

FSP Portfolio Services can only be offered to you if your adviser, after considering your individual needs and circumstances, believes it is the most appropriate solution for you.

In order to set up an FSP Super Fund or FSP Prestige Plus account you need to authorise your adviser to do so. Your authority is also required should any changes or transactions be made on your account.