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(02) 6931 3333

About Us

At Innovative Financial Services, we believe that everyone deserves access to sophisticated financial advice. We are on a mission to make it easy for everyone to receive the guidance they need to grow and manage their money.

ABOUT US

We are Innovative Financial Services

We offer a suite of financial planning services that include investment management, cash management, and goal-based financial planning. Our team of certified financial planners offers personalised advice and provides ongoing support to help you reach your financial goals.

We want to help you build a bright future. With Innovative Financial Services, you can take control of your finances and plan for your future with confidence. Let us help you make the most of your money. Contact us today to learn more about our services and how we can help you reach your financial goals.

Learn from us

Free consultations - reach you financial goals sooner

If you’re looking for help reaching your financial goals, we offer free consultations. We’ll work with you to develop a personalised plan that fits your needs and budget. Contact us today to get started!

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Achieve your financial and lifestyle goals & objectives through building and protecting your wealth

Our mission is to provide comprehensive financial planning services that help our clients build and protect their wealth. We provide unbiased advice and customised solutions that address our client’s unique needs. We’re here to take the burden off your shoulders and give you the knowledge and tools you need to make informed financial decisions.

Our Values

Our values of integrity, trust, passion, objectivity, competence, relationships, and commitment are what guide us in everything we do at Innovative Financial Services.

Integrity

We adhere to the highest ethical standards in everything we do.

Objectivity

We provide unbiased advice and customized solutions that address our clients’ unique needs.

 

Competence

We have the knowledge and experience to help our clients make informed financial decisions.

Relationships

We build long-term relationships with our clients based on trust, mutual respect, and effective communication.

Commitment

We are dedicated to helping our clients achieve their financial goals.

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Financial success is attainable for anyone

We understand that money can be a sensitive topic, so we work hard to ensure that our clients feel comfortable and confident when working with us.

Meet Our Professionals

Michael Tadros JP

Financial Advisor + Director BAppSc (Chem) Grad Dip (Fin) Dip FP

Tracey Holiday

Financial Advisor

CONTACT WITH US

Feel Free to Contact us with Any Questions