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Our Associates

Stratogen is proudly associated with the PIS group. Professional Investment Services at a glance:

  • Established in 1996 and majority owned by Financial Advisers and Accountants. Professional Investment Holdings Ltd was acquired by Centrepoint Alliance Limited (CAF) in December 2010.

  • One of Australia’s largest integrated financial planning groups (AFSL holder) with advisers and branches in all states of Australia.

  • Business model relies on Accountants and Advisers working together to deliver outcomes for clients. This is a Win Win for all parties and means most of our business growth comes from referrals by existing clients and accounting partners.

 

What does this mean for Stratogen’s clients:

  • Stratogen is backed by one of the largest networks of accountants, financial advisers and life insurance advisers in Australia.
  • Stratogen has access to high level technical support which means you get the right answer at the right time.
  • You can have confidence in knowing that you are dealing with a member of a respected and trusted network of advisers.

 

Stratogen’s advisers are Authorised Representatives of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951) and provide financial services under licence.

Professional Investment Services Head Office address (inc postal)

Level 9 - 10 Bridge Street

SYDNEY NSW 2060

T: 1300 557 598 | E: profinvest@cpal.com.au 

W: www.centrepointalliance.com.au

Click here to download Financial Services Guide and Privacy Policywww.centrepointalliance.com.au/fsg

Click here to view Complaints procedure. www.centrepointalliance.com.au/complaints  

Should you have any further questions please click here to email us.

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