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First Super’s new full financial advice service

April 13th, 2015

First in name and in actions: First Super introduces a full financial advice service delivered to members.

Superannuation fund First Super will offer a full, face-to-face financial advice service – delivered to where members live.

From this month, the service will roll out to First Super members in South Australia.

It will be delivered through an arrangement with superannuation financial services provider Industry Fund Services, and an independent financial planning dealer group, Infocus Wealth Management. It will be a fee for service offering to members.

Under the arrangement, Infocus’ Financial Advisers based in Adelaide will travel to locations around South Australia to meet with members at their homes or workplaces.

“Everyone deserves a secure financial future, but getting access to the right financial advice can be challenging for many people who may not have the time or resources to find – and travel to – a good financial planner,” First Super CEO Bill Watson said.

“We want to help our members get easier access to the right financial advice.

“This is a unique offering. We believe that no other super fund provides a personalised financial advice service delivered to where their members live.

“This new service provides our members with the convenience of a Financial Adviser coming to them, and the peace of mind in knowing they will not be at risk of receiving conflicted financial advice.

“Our members can rest assured that as an Industry Super fund acting in members’ best interests, we’ve done the due diligence in selecting the right Financial Advisers for our members.”

Mr Watson said the service would particularly benefit First Super’s members.

“Being an industry fund for the forestry and timber products sector, many of our members live in regional areas. We wanted to help our members, no matter where they live, have access to the best possible advice about their finances in retirement.”

Initially, the service is being rolled out in South Australia, with plans to extend to other states.

First Super members anywhere remain able to access general advice, and intra fund advice, through the fund’s contact centre, or via its nation-wide network of co-ordinator – on 1300 360 988.


First Super contact details:
Bill Watson
Chief Executive Officer
T: 03 8663 2122

Infocus Wealth Management contact details:
Rod Bristow
Managing Director
T: 1300 463 628

Industry Fund Services contact details:
Frank Gayton
Executive Manager, Strategic Partnerships
T: 03 9657 4365

Media Contact: Rebecca Nicholson 0409 216053