You need to know
Overview of the Financial Information Service
The Financial Information Service (FIS) helps you make informed decisions about investment and financial issues for your current and future needs.
The ways we can help you include:
- increase your confidence in dealing with your investment related financial issues
- help you understand your own financial affairs
- inform you of your options
- alert you to the levels of risk of each financial product type
- explain the roles of financial industry professionals
- help you be discerning when choosing experts and show you how to use expert information
- explain the advantages of reducing personal debt
- help you use credit in a sensible way
- encourage you to increase your savings and plan for the future
- help you plan effectively for your retirement
- show you how you can maximise your overall retirement income
- help you understand the financial implications when you, or someone close to you, is considering moving into residential care
Role of Financial Information Service officers
FIS officers can show you how to make informed financial decisions and help you understand the consequences of those decisions in the short, medium and long term. It’s never too early to start planning.
FIS officers can talk to you about:
- taking control of your finances so that you can actively plan for your retirement
- how to prepare for lifestyle choices in retirement, even while you are still in the workforce
FIS officers are not financial planners or counsellors and do not:
- sell or give advice
- prepare financial plans
- recommend any particular type of investment
- tell you how to invest your money
- purchase investment products
- make decisions about your pension or calculate the rate at which you can be paid. FIS officers have no authority to do this but may be able to approximate what your payments will be
Financial Information Service is confidential
Any personal information given to FIS officers will be treated as confidential. However, you should be aware that the information you provide can also be used to adjust the rate of Centrelink payment you may receive, if the rate is incorrect.
Talking to a Financial Information Service officer
FIS officers provide information to people:
- at financial information seminars
- at personal interviews, for more complex issues, or
- over the phone via our Older Australians number: 132 300 say Financial Information Service when prompted
You can contact a FIS officer for more information or to request booklets, leaflets and factsheets about investment products.
Someone to speak to the Financial Information Service for you
You are welcome to bring someone else with you when you visit the FIS officer, for example a relative, friend, carer or financial planner.
You can also arrange for someone else to speak with the FIS officer for you. To safeguard your privacy, you will need to sign an authority allowing the FIS officer to do this.
If you prefer to use a language other than English, the FIS officer can also arrange for an interpreter.
Help in your language
We can help you if you speak a language other than English.
- We have a range of translated publications available. Visit the information in your language webpage
- We provide free interpreters and a free translation service to help you conduct your business
- Call our Multilingual Phone Service to speak to someone in your language about Centrelink payments and services
Booking a FIS seminar
Free financial information seminars are held in a range of locations across Australia. FIS seminars are open to all Australians.
FIS seminars are aimed at:
- people of all ages who want to know more about saving and investing
- people nearing retirement who want to know how to prepare for it
- retirees who want to understand their pension and the options they have
To make a FIS seminar booking you can:
- email email@example.com —you will need to:
- include the title, date and location of the seminar you are interested in
- provide an alternative contact such as a phone number
- allow a minimum of 3 days prior to the seminar when booking by email, or
- call us, on 136 357, from 8 am to 5 pm AEST
Requesting a FIS seminar
On request, our FIS officers can present a seminar or a series of seminars specifically targeted for your group or organisation.
To make sure that your request is directed to the officer in your local area, please state that you are requesting a FIS officer to be a presenter at a seminar, and include details of:
- the name of your organisation
- your location
- your contact details
- your preferred dates
To speak to a FIS officer, call us, on 132 300.
Upcoming FIS seminars in New South Wales
Look up FIS seminars available in New South Wales.
Upcoming FIS seminars in the Australian Capital Territory
Look up FIS seminars available in the Australian Capital Territory.
Upcoming FIS seminars in Queensland
Look up FIS seminars available in Queensland.
Upcoming FIS seminars in South Australia
Look up FIS seminars available in South Australia.
Upcoming FIS seminars in Tasmania
Look up FIS seminars available in Tasmania.
Upcoming FIS seminars in Victoria
Look up FIS seminars available in Victoria.
Upcoming FIS seminars in Western Australia
Look up FIS seminars available in Western Australia.
Upcoming FIS seminars in the Northern Territory
Look up FIS seminars available in the Northern Territory.
Financial Information Service - Securing your future
This magazine provides information about the Department of Human Services Financial Information Service and how it can help all Australians plan for a better future.
- Financial Information Service - Securing your future [pdf, 3.1mb]
Financial Information Service - Fortnightly Savings Planner
This Financial Information Service publication will help you to budget for savings. You should use this planner if you need to budget fortnightly. If monthly budgeting suits you better, there is also a Monthly Savings Planner available.
Managing your money tool
The budgeting tool on the Child Support Agency website, allows you to work out your own budget of income and basic living costs.
Choosing a financial adviser video
The Work Bonus video
Select the options that describe your circumstances then explore a suggested list of possible Centrelink and Medicare payments and services online.
Select your state and topics of interest to find links to government and community organisation support.