08 6465 5400
info@tipsfs.com.au
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About Us

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About Us

Why should you work with us? We will give you the education and guidance to help you manage your money and secure your future.

Our Company

TIPS Financial Services also known as “Teachers Investment Planning Services” (TIPS), began providing financial advice to teachers and government employees in 1989.

At TIPS, we are committed to a partnership with our clients in developing appropriate advice and strategies that seek to realise clients’ financial and lifestyle goals.

“Together, helping you reach your goals”

We are fundamentally a fee for service business with only insurance products providing a commission based remuneration. Our fees are competitive and provide options to clients from simple advice to comprehensive financial advice service.

For more information about our fees refer to our financial services guide located in the “about as” section.

Our Approach

Complex made simple

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

You are unique

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Straight forward fees

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Complex made simple​

We provide you with the education you need to clearly understand your financial strategies.

You are unique​

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage of life, throughout all the challenges and victories.
Get in Touch
Your privacy is important to us and Charter Financial Planning, which is part of AMP. You may request access to your personal information at any time by calling us on (08) 6465 5400 or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.
Call 08 6465 5400
Our Location

9 Roberts Street West
Osborne Park WA 6017
Mailing Address

PO Box 1493, Osborne Park WA 6916
Operating Hours

Mon - Thurs: 9am - 5pm
Fri: 9am - 4.30pm
Sat - Sun: Closed
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Yenbase Pty Ltd (ABN 52 060 138 427) trading as TIPS Financial Services is an authorised representative and credit representative of Charter Financial Planning Ltd ABN 35 002 976 294, Australian Financial Services Licence and Australian Credit Licence No. 234665

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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