Professional Investment Services » Who We Are

Paul Dignan

admin — Mon, 19 Oct 2009 20:48:42 +0000

Paul has been an important part of the advisory panel since 2000 when Financial Gain Australia was incorporated.

As a CPA Paul is able to provide insight and advice on taxation issues to the group.

Who We Are

admin — Wed, 29 Jul 2009 08:34:50 +0000

Professional Investment Services are a concerned group of individuals who have come together to help our community by teaching people how to become financially independent.

As our aging population reaches retirement we have many issues that face us, least of all the issue of how to fund our retirement, after all, the government won’t be able to, even if they want to.

It is our belief that our clients should be provided with strategies that will deliver them from the ravages of a retirement without government assistance of any real worth.

With this in mind our strategies are presented in a detailed report, providing a full explanation of what and how we intend to help you, and are signed off by you our client before anything is implemented.

These reports are prepared inhouse and the strategies are developed by the appropriate members of the advisory panel dependent on your circumstances and goals.

Financial Gains advisory panel is headed up by Terry Rota who is an authorised representative of Professional Investment Services in both Australia and New Zealand.

Financial Gains advisory panel has over 60 years of wealth creation experience and draws upon the expertise of financial planners, mortgage specialists, accountants, risk advisors and real estate specialists.

Mary Bell

admin — Sat, 29 Jul 2006 08:32:05 +0000

Mary is one of the original founders of Financial Gain Australia and is part of the advisory panel.

With over 20 years experience in the Financial Services industry she is a valuable and important part of the team.

More to come about Mary soon.

Terry Rota

admin — Sat, 29 Jul 2006 08:25:31 +0000

Terry Rota heads up the advisory panel for the Financial Gain group.

Starting in the finance industry in 1996, Terry began helping people achieve their financial goals through comprehensive debt management strategies and investment into income producing assets determined by the clients goals and risk profiles.

Completing the Diploma of Financial Planning in 2002 (and CFP curriculum in 2006) meant that Terry was able to provide a greater range of services to his clients.

After regular requests by clients to help with Real Estate investments Terry went on to complete the Real Estate Institute of Queenslands Certificate 5 in Real Estate Agency Practice. This allows Terry to hold a Real Estate Licence in Queensland.

Terry is also accredited with over 60 lenders between Australia and New Zealand and is a member of the Financial Planning Associationof Australia (FPA), the New Zealand Mortgage Brokers Association(NZMBA) , the Mortgage and Finance Association of Australia (MFAA) , the Real Estate Institute of Queensland (REIQ) and has applied for membership with the Real Estate Institue of New Zealand.Terry’s very sound theoretical knowledge and qualifications accompanied by over 10 years of practice allow Terry a unique insight into financial planning.