Welcome to Beachside Financial Services

 Our Client Philosophy is Clear and Simple:

  • Your interests always come first
  • We will partner with you to provide high quality outcomes that help you achieve your personal financial and lifestyle goals throughout life's journey
  • Our number one goal is to empower you to be in control of your financial life

This is a relationship based on achieving your personal financial goals via:

  • No commissions received upon investments when a "Fee for Service" arrangement is implemented
  • Commissions may be received upon Loans and Insurances on a full disclosure basis and such commissions are usually  rebated or discounted to suit client cash flow needs.
  • Where commissions are received, these usually reduce the Statement Of Advice (SOA) production or Financial Advice or Implementation fees normally charged
  • We don't accept professional referral fees for client referrals - nor do we pay these fees to referral partners
  • Our clients receive a written service agreement - and we perform to this agreement annually!
  • Crystal Clear Financial Advice - unconditional and always in the clients Best Interest - guaranteed!

Our Licensee

GWM Adviser Services Limited (trading as Garvan Financial Planning  with ABN 96 002 071 749) is recognised as one of Australia's leading financial advice networks, with over 500 experienced advisers across Australia managing over $14 Billion of investments.


GWM Adviser Services Limited is a professional partner of the Financial Planning Association, the professional body representing qualified financial planners in Australia, and therefore adheres to set standards in terms of ethics, conduct and continuing professional development.


Our associations and relationships

We are Authorised Representatives of GWM Adviser Services Limited (ABN 96 002 071 749), Australian Financial Services License Number 230692, with Registered Office at 105-153 Miller Street North Sydney NSW 2060. 


As a member of the National Australian Group of companies, GWM Adviser Services Limited is responsible for the financial advice and services we provide.  GWM Adviser Services Limited support us with essential services and resources to ensure you receive sound financial advice.


Glenn Pitt, Authorised Representative No. 292191

Glenn offers his services on behalf of GWM Adviser Services Limited trading as Garvan Financial Planning.

The financial services that the above adviser offer are provided by Beachside Financial Services Pty Ltd (ABN 41 123 006 959) trading as:

 

Beachside Financial Services - Corporate Authorised Representative No. 310519

GWM Adviser Services Limited has authorised us to provide you with our Financial Services Guide.

 

At Beachside Financial Services, we offer genuine Fee for Service financial planning.

We only charge fees for the services we deliver.  We recommend investments and strategies based purely on your needs.

 

Contact Beachside Financial Services

P: 1300 794 340
F: 1300 794 350

E: Click to send email