Financial Planning

We’re passionate about working with you to ensure you’re on track to meet your financial goals and objectives. We look at your current financial position, understand your goals and objectives and tailor a strategy to help you meet them.

Our company BeWeiszer Financial Planning ACN: 613 622 638 has been established as a natural consequence of legislative changes and our specialisation in superannuation, especially in SMSF audits. We pride ourselves that we are small enough to know all our clients in person, yet large enough to provide complete services in superannuation.

BeWeiszer Financial Planning Pty Ltd is a Corporate Authorised representative No. 1245768 of Financial Services Partners Pty Ltd ABN 15 089 512 587. Australian Financial Services Licence No. 237590.
Tomas Weiszer is a Sub-Authorised Representative of BeWeiszer Financial Planning Pty Ltd, Authorised Representative No. 1245914.

Tomas Weiszer is authorised to:

  • provide financial product advice on self-managed superannuation funds;
  • arrange to deal in an interest in a self-managed superannuation fund;
  • provide financial product advice on superannuation products in relation to a person’s existing holding in a superannuation product but only to the extent required for:
    – making a recommendation that the person establish a self-managed superannuation fund; or
    – providing advice to the person on contributions or pensions under a superannuation product;
  • provide class of product advice on the following:
    – superannuation products;
    – securities;
    – simple managed investment schemes;
    – life risk insurance products;
    – basic deposit products.

Financial Services Partners Pty Ltd
Australian Financial Services Licence No. 237590
ABN 15 089 512 587
Level 3, 30 Hickson Road, Millers Point NSW 2000
Tel.: 1300 006 216
Web: www.fspadvice.com.au. 

Copyright
The information on this site, including the site source code is the property of Financial Services Partners Pty Ltd and is subject to Copyright ©.

Unauthorised use of the information on this website is not permitted.
Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Financial Services Partners Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Financial Services Partners Pty Ltd.

Terms & Conditions of use
The information in this site has been prepared in accordance with Australian law for the supply of goods and services. This notice and the information in this site and all matters relating to either are governed by and are to be construed according to the laws applicable in the State of New South Wales and the Commonwealth of Australia (“Australian law”). The information may not satisfy the laws of any other country. It is not directed at people in any other country and should not be relied on by people in any country other than Australia. The information in this site is current at the date of publication but may be subject to change.

Disclaimer
The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives.
Whilst every care has been taken in the preparation of this website, Financial Services Partners Pty Ltd (‘FSP’), its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.

Links
This website may contain a number of links to other Internet sites. The provision of these links does not mean FSP endorses or accepts any responsibility for the content, use or products and services made available through these websites. If you use these links, you acknowledge and agree that FSP is not responsible for the actions, content, accuracy, privacy policies, opinions expressed, services provided, or other links provided by these sites. You further acknowledge and agree that FSP is not responsible either directly or indirectly for any damage or loss caused by use or reliance on linked sites. Should you have any questions regarding these sites, you should address them directly with the relevant site administrator.

Terms
* AML/CTF: Anti Money Laundering/Counter Terrorism Financing Act
ǂ ACL: Australian Credit License
۞ ACR: Australian Credit representative

Further information is available here:

Adviser profile >  |  Financial Services Guide >  |  Privacy Policy

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Testimonials

We have always received the highest level of assistance and advice from Beweiszer accounting. It will be a partnership that continues for many years to come!

Rachael Moorhouse

Tomas and his team have always offered a great service for my business. Their practice delivers accurate advice on time, every time. They have never let us down.

Lloyd Stephens

My wife and I keep coming back to BeWeiszer. We’ve found them friendly, attentive, helpful and were able to steer us through our business and tax decisions with professionalism.

Gary Morgan