Financial Services Guide (FSG) – Imagineering FS Pty Ltd.
Current download: Version 7, 2021-12-10
Continuing Professional Development (CPD) Policy – Imagineering FS Pty Ltd.
Current download: Version 1.4, 2023-02-09
Adviser Profiles.
Bennett, David
Gratian, Jeromy
Kearney, Paul
Ly, Kevin
Mackenzie, Andrew
Vu, Nga
Legal information.
Other important information about General Advice and Investment Performance is available on our Legal page.
CERTIFIED 2024-25 Great Places to Work
FINALIST 2023 Multiservice Firm & Boutique Firm of the Year
CERTIFIED 2023-24 Great Places to Work
FINALIST 2022 IMAP Managed Account Awards - ESG Portfolio Award
FINALIST 2018 Boutique Firm of the Year - Australian Accounting Awards
NAMED #58 2017 AFR Top 100 Accounting Firms
WINNER 2015 Practice of the Year Victoria/Tasmania
WINNER 2015 AFA Australian Practice of the Year
WINNER 2014 National Practice of the Year
FINALIST 2013 Best Practice Awards
WINNER 2012 Practice of the Year Victoria/Tasmania
WINNER 2011 National Practice of the Year