About ‘Financial Technology Securities’

Financial Technology Securities specialise in providing ‘Integrated Financial Services’. We are market leaders in providing financial advice, which encompasses cashflow management, mortgage management, life (risk) insurance, managed investments & wealth creation , retirement & superannuation planning, plus much more…. we offer Financial Planning Advice. Our unique wealth creation concept is known as – cims.

Since commencing operations in 1991, we have been able to provide a comprehensive range of services, expertise and financial advice designed to grow and protect your wealth and assist you to achieve your financial and lifestyle goals.

During 1993, Financial Technology Securities Pty Ltd was incorporated and approved as a Licensed Dealer in Securities, and became a Principal Member of the Financial Planning Association (FPA). Our Dealer Licence was replaced in 2003 having been granted an Australian Financial Services License, issued by the Australian Securities and Investments Commission (ASIC). Our Australian Financial Services Licence enables us to provide advice and deal in the following:

• Investments in managed funds
• Superannuation
• Life insurance products
• Retirement Savings Accounts
• Securities
• Debentures issued by a body corporate or unincorporated body
• Deposits and payment products

The specialised retirement planning advice for both pre and post retirees along with dedicated superannuation specialists complete the very impressive model Financial technology Securities has in place to offer a fully “Integrated Financial Service”.

In order to optimise the quality of services provided by our team of senior and experienced personnel, Financial Technology Securities has primarily concentrated its operations to the South East and Coastal Regions of Queensland, although with large numbers of clients in Melbourne & Sydney, maximising wealth opportunities with cims, we now have a branch operating in Melbourne and we will continue to visit Sydney frequently.

In addition to our cims plans, Financial Technology Securities offers traditional financial planning services , plus our subsidiary business ‘Fintec Accounting Services’ provides taxation advice and accounting services.

An integral part of our cims plan is the banking and investment structure. So important, that in 1995 in consultation with Financial Technology Securities, Wide Bay Australia Ltd (WBA) developed a unique and competitive banking facility specifically for our cims clients. Since that time, the product has been continually enhanced to ensure it has maintained its competitive edge over other bank’s facilities, and WBA are committed to continuing to offer this superior banking structure.

We have in excess of 3,000 clients who are striving to reach their full financial potential. They are managed through our offices at Brisbane (Toowong or Mt Gravatt), Bundaberg, Gold Coast, Lismore, Mackay, Melbourne (Camberwell), Sunshine Coast, Toowoomba and Albury/Wodonga.

Most of our management team and many of our staff have become shareholders of Financial Technology Securities appreciating the value of being an equity holder and a demonstration of commitment to Financial Technology Securities and all of our clients. In addition to staff being equity holder and following a long association with Financial Technology Securities, both Wide Bay Australia Limited and Aviva Marketing Services Pty Ltd, in recognising the professionalism and integrity of Financial Technology Securities Pty Ltd, in August 2005 they each acquired a 25% shareholding in Financial Technology Securities Pty Ltd. Aviva and WBA are committed to continuing to offer competitive and professional products and services to FTS and its clients. FTS recommends the products & services of WBA Ltd and Aviva Ltd  for its clients.   Further, in June 2009, the National Australia Bank purchased Aviva Ltd.