Professional Partners

At JFP, we are provider agnostic and work constructively with our clients existing professional service providers.
Having been in business for over 25 years, we have developed long term relationships with likeminded professionals who have consistently helped to deliver the high-quality services our clients expect.

Some of our preferred partners include:

Sladen Legal is a boutique law firm specialising in tax, superannuation, trusts, structuring, estate planning, litigation & disputes. Their services include taxation advice, business structuring, powers of attorney, wills and probate, superannuation and trusts, and any litigation and disputes related to each of these fields.

Iress provides a comprehensive research system called ‘Risk Researcher’ this provides qualitative and quantitative analysis of personal risk insurance products. Whether the client is looking for the most appropriate set of contractual features or the best possible price, ‘Risk Researcher’ can assists JFP selecting the most appropriate products for you, the client.

LM1 Accountants & Advisors support individuals and small to medium sized business through taxation and advisory services provided by experienced and qualified staff. The Director, Terry Hecker, has been prominent in the accounting industry for in excess of 20 years and developed specialist knowledge on superannuation, with particular focus on the establishment and operation of Self-Managed Superannuation Funds.

Lonsec is one of Australia’s most awarded research houses, Lonsec Research focuses on providing in-depth investigative research and insights across a broad range of sectors, including: traditional managed funds, alternatives such as hedge funds, structured products, direct assets such as property and infrastructure investments, ETFs, SMA portfolios and platforms, listed income securities and ASX-200 companies.

Bell Potter are independent investment research providers for direct equities and exchange traded funds. The core team were previously part of CommSec. Bell Potter is an ASX listed integrated financial services company providing products and services to wholesale clients and professional service firms.

Morningstar is a leading independent research partner JFP has worked with for over 15 years. Morningstar provide detailed independent research and insights into global Direct equities, Managed Funds, Exchange Traded Funds, Listed Investment Companies and more.

Cursio & Co Chartered Accountants provide a comprehensive auditing and accounting services of Superannuation Funds, Personal and Business tax. The principal, Peter Cursio, is a registered company auditor with ASIC and a registered SMSF auditor with ASIC.

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