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FINANCIAL PLANNING

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Pinn Deavin Securities PDS advice and financial services guide

Financial Advice For Life

Financial planning involves developing strategies to help you manage your financial affairs, effectively enabling you to achieve your goals in life. And with something so important at stake, having access to the right advice is crucial. A good financial planner is someone who will give you peace of mind, knowing your affairs are in good hands and your financial future is secure.

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The Pinn Deavin & Co team at their Caringbah office

A good financial planner is someone who listens to your ideas, and sets realistic targets that adequately address your current and future needs.

PDS Advice is a strategic financial planning organisation with four decades of experience in helping their clients achieve their financial goals.

We are able to offer personal service and tailored solutions with no hidden fees or charges. Our financial planning service involves a four step process:

We listen and interpret the
practical requirements based
around your individual
circumstances

We draw upon a wide range of resources including our industry experience, accounting, tax and financial planning expertise to identify viable options

We communicate our recommendations in simple and clear terms, with no unnecessary jargon

We monitor the market regularly including economic conditions, stock market, interest rates and government legislation to remain proactive on your behalf.

SHARE PORTFOLIO MANAGEMENT & ADVICE
INSURANCE
RETIREMENT PLANNING
SMSF
AGED CARE PLANNING

Client Access & Important Documents

Access your financial planning account or review our important information.

Access DASH Client Portal
Financial Services Guide
Privacy Policy

PSK Financial Services Group Pty Ltd (ABN 24 134 987 205) trading as PDS Advice. PSK Advisory Services Pty Ltd (ABN 30 008 587 595) AFSL 234656

Mark Cupitt, Financial Planning & Risk Adviser at Pinn Deavin Securities, Caringbah

MEET YOUR ADVISER

Mark Cupitt

Mark specialises in financial planning, helping Pinn Deavin clients develop and maintain their financial strategies, and is our principal risk adviser for life insurance cover.

View Mark's profile