1. Do you hold an Australian Financial Services (AFS) licence?
    Profusion Planning is an Authorised Corporate Representative of Profusion Advisory Group (AFSL 506425).
  2. Who is the owner of the business?
    Brad Dudumas, Stephen Horsten, Brendon Read and Brodie Martin are the owners and directors of Profusion Planning. Full detail relating to ownership, our fee structure and business alliances can be found in our Financial Services Guide (FSG), Please do not hesitate to ask if you’d like to receive a copy.
  3. What are your areas of expertise?
    Profusion Planning focuses on delivering goal-based advice to our clients. This means that we provide advice that is specific to our client’s individual needs. Importantly, we have a long track record working with members across various Government Departments, so you can be sure that we have the knowledge to provide the best outcome for you.
  4. Are you a member of a professional association?
    All advisers at Profusion Planning are members of the Financial Planning Association of Australia (FPA)
  5. What are your fees?
    Profusion Planning charge a flat fee that is agreed with our clients. This ensures that 100% transparency is delivered throughout all parts of our process. Our FSG provides further detail on how our fees apply.
  6. How long have you been a financial adviser?
    All advisers with Profusion Planning have strong technical backgrounds, with a combined experience of approximately 45 years. Importantly, the adviser group works as a team when developing strategies and can provide back-up for each other for times where leave may be taken.
  7. What products do you advise on?
    As a business that is self-licensed and focuses on strategic advice, we can advise on a broad range of products and investments.
  8. What information will you need to provide me with financial advice?
    To be able to provide you with appropriate financial advice, we will need to get a detailed understanding of what is important to you, your goals as well as key financial data (e.g. Assets, liabilities, income and expenses)