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Spending power
Key facts
Counted staff
5
self-reported 2–10 band
Founded
2000
26 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
First Advice Solutions is an established financial planning group that operates on a national basis with our main office in Adelaide. First Advice Licensee Services Pty Ltd is the holder of the Australian Financial Services Licence (No. 484 091) and has a team of licenced advisers and support staff. We offer a broad range of products and services.
Our adviser team looks after over $130 million dollars of client's funds invested primarily through superannuation, pension and investment products. In addition to our private clients, we are particularly passionate about the need for education and support in the workplace with respect to company superannuation plans. We have a service offering which covers employers and employees alike, with the main focus of increasing member’s retirement benefits and income.
Tracey McKenzie started the business in 2000 and we now have our own Australian Financial Services Licence.
Our team consists of Tracey, Megan Biar, Deanna Ryder (Paraplanning and Implementation Manager), Caren Goode (Client Services Manager) and Catherine McLeod (Client Service Officer). We support all staff at different times in their careers and have a development plan for the whole team.
‘Shaping your future today’ was the driving force behind our brand and is based around our promises to our clients:
We put your needs first We give you trustworthy financial advice We provide real solutions and results
Specialties
All 5 specialties
- Superannuation Advice
- Retirement Planning
- Investment Advice
- Personal Insurance
- Corporate Superannuation
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 4 ,431 King William Street; Adelaide, SA 5000Primary
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Signals & hiring
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Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
3 employee profiles on record · names withheld.
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FAQ
How many people work at First Advice Solutions?
5 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does First Advice Solutions have offices?
One address on record, Australia only. Primary: Level 4, 431 King William Street, Adelaide, SA 5000.
Has First Advice Solutions raised funding?
None linked to this brand.
What does First Advice Solutions list as its specialties?
Five tags on the brand's own list, among them superannuation advice, retirement planning and personal insurance.
Which companies are listed alongside First Advice Solutions?
Eight peer profiles on record: Hayden Financial Services Pty Ltd and Marinis Financial Group.