About Us

Pivotal Financial Advisers Limited ABN 13 085 335 397, was established in June 2001.

Pivotal is a wholly-owned subsidiary within the TAL Group of companies whose ultimate holding company is TAL Dai-ichi Life Australia Pty Limited (ABN 97 150 070 483) (“TAL”). Pivotal is a related corporation of TAL Life Limited (ABN 70 050 109 450) the life insurance provider; and of TAL Superannuation Limited (ABN 69 003 059 407) the superannuation provider within the TAL Group. Pivotal’s Australian Financial Services Licence (AFSL) Number is 237857 and this commenced 19 January 2004.

Pivotal advisers deal in the following: 

• Life Insurance - Risk
• Superannuation and Pensions
• Investor Directed Portfolio Services (Masterfunds)
• Managed Investments
• Direct equities (shares)

Pivotal also provides the following advisory services:

• Financial Planning
• Rollover Advice
• Investment Advice
• Social Security Advice
• Life Insurance Advice
• Succession Planning
• Savings Plans
• Portfolios Reviews