About

Experien Financial Services is a member of the Experien Insurance Services group of companies – a national firm of financial advisers with over 6,000 clients

Our Financial Services team helps medical, dental and other professionals to manage their retirement savings by providing a rigorous planning service, supported by a cost effective investment platform and administration service to implement our advice.

Our founders are actuaries, conservative by nature, experts in risk and modelling, with more than 25 years of experience in superannuation.

As professionals, our clients are busy looking after their patients or clients, are working long hours and don’t have the time to look after their own financial situation. They need a trusted financial specialist to work as their concierge 24/7.

 

We are this concierge, whether it’s for insurance or your superannuation and investment planning.

Experien Financial Services will help capture your financial needs and goals and develop and agree a tailored plan, using our actuarially based software. We then implement, manage and monitor your investments on your behalf.

We plan and help you achieve your financial goals before and after retirement for both your long term Personal and Superannuation savings.

 

 

ABOUT | ADVICE PROCESS |INVESTMENT APPROACH | IMPLEMENTATION & REVIEW  | WHY ? | FEES

The information above has been prepared by Experien Financial Services. This information does not take into account your relevant investment objectives, financial situation and needs. You should assess, or seek the help of your Adviser to assess, whether this information is appropriate to your individual investment objectives, financial situation and needs before making an financial decision on the basis of this. Consider our FSG for any advice.

Clients not satisfied with our services should contact our Complaints Officer. We expect that our procedures will provide a fair and prompt resolution to your complaint. If, however, you’re not satisfied with our final decision or if we haven’t been able to resolve the complaint to your satisfaction within 45 days, you may be able to take the complaint to the Australian Financial Complaints Authority (AFCA). AFCA provides fair and independent financial services complaint resolution that is free for consumers. AFCA has authority to review certain complaints. Contact them to confirm if they can assist you. You can contact the AFCA by 1800 931 678 (free call), info@afca.org.au or at www.afca.org.au.