A History of FTS

FTS Financial Planning was the vision of Robert Beutum.

Robert has almost 30 years of financial planning experience including about 18 years at ipac securities limited where he was a senior advisor as well as an associate director. It was when Robert was employed at ipac that a strong business relationship formed between Robert and his close referral sources during the 1980's.

In 2005, believing that he could provide the clients with a greater core of advice and services as a 'non-aligned' advisor, Robert joined forces with the partner's of Tester Porter Services in Young NSW, to form a partnership that was to become FTS Financial Planning.

FTS opened it's first office in Bondi Junction in October 2005. Robert works closely with Charles Read (Private Client Advisor) and with Liz Holland, (Paraplanner) joining the Bondi Junction team in 2012.

In 2010, with the ensuing growth of the business in Young and clients need to have a Financial Planner based in Young NSW, Emma Falkenmire joined the team. In 2011, Carmel Hardcastle joined the FTS team as a client service officer, then in March 2012 FTS Financial Planning welcomed clients to their own office in Boorowa Street, Young.

Our client's are primarily based in Sydney and Young NSW; but our advisors often travel to Bathurst, Newcastle, Wollongong, Canberra, Melbourne, Brisbane and the Gold Coast to continue to provide our personalised service.