Who we are

ITFS is an independently owned, boutique financial planning and investment advisory firm. It is a testament to the stability we provide to our clients that the founding partners are all self-employed and have worked together for almost 20 years.

Our advisers pool ideas and develop industry leading strategies, tailored for each individual client and then provide pro-active, ongoing advice as part of a long-term relationship.

ITFS prides itself on tailored, transparent and pro-active advice which is easily understood. We will help you:

  • Work out exactly where you are financially
  • Provide clarify to your financial goals and aspirations
  • Help you choose the right investments to match your financial goals
  • Develop and review the best solutions to help you achieve your desired outcomes

Stength and security

ITFS has chosen to partner with Consultum Financial Advisers Pty Ltd for its licensing requirements. Consultum is a wholly owned subsidiary of IOOF Holdings Limited (IOOF) and a part of the IOOF group of companies (IOOF Group).

Some of the benefits of our partnership with Consultum include:

  • Dedicated research teams across managed and direct investments and insurance providers.
  • A team of technical experts for developing client strategies and analysis of the latest legislative changes for the benefit of our clients.
  • Compliance audits to ensure our business maintains the highest standards.
  • Stringent guidelines or 'standards' to which we must adhere to ensure quality advice is always provided to our clients.
  • Continuing education and training to ensure we remain at the forefront of industry knowledge.
  • Provision of the latest technology and software advancements for more efficient provision of advice to our clients.
  • Business development and support, including dedicated staff whose sole purpose is to assist in maintaining the efficient operation of our business in an ever-changing legislative environment.
  • Australia-wide adviser network with a willingness to share ideas and the desire to provide quality advice to clients
  • The ability for our business to remain separate from Consultum so that we may choose to change licensees should it be to our client's benefit.
  • State and Federal COVID-19 support

    The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.

  • ATO extends COVID-19 relief for SMSFs

    The ATO has made an extension to several COVID-19 compliance relief for SMSFs to cover the 2021-22 financial year.

  • Three ways to keep market uncertainty in perspective

    No one can say for certain what the markets will do. What we do know however is that investors fare best when they focus on the factors they can control.

  • SMSFs, employee share schemes & NALI

    Acquiring shares under an employee share scheme (ESS) via your self managed superannuation fund (SMSF) may appear attractive but greater uncertainty has arisen following the ATO’s recent ruling, LCR 2021/2, on the application of the non-arm’s length income (NALI) rules to such a transaction.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Consultum Financial Advisers Pty Ltd, ABN 65 006 373 995, an Australian Financial Services Licensee with its registered office at Level 6, 161 Collins Street, Melbourne VIC 3000