About our Business
First Advice Solutions is an established financial planning firm that operates on a national basis with our main office in Adelaide. We serve clients of all ages and life stages, including multiple generations within families.
Founded in 2000 by Managing Director & Senior Adviser Tracey McKenzie, our team looks after over $250 million dollars of client's funds invested primarily through superannuation, pension and investment products.
Our band values centre around our motto "We put you and your future first":
We have won numerous industry award:
This is a result of the hard work and dedication our team provides to client. We pride ourselves in providing personalised services and going above and beyond.
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.
As a proudly South Australian company we are committed to giving back to the community we live in. We do this through pro-bono work for the Cancer Council SA and by participating in numerous charitable organisations, such as Catherine House and Beyond Blue.
First Advice Licensee Services Pty Ltd is the holder of the Australian Financial Services Licence (No. 484 091).
