Updated April 2024 - version 2.3

Regulatory & Consumer Protection

Discover peace of mind with our commitment to regulatory compliance and consumer protection at AFSL Licensee. As an Australian Financial Services Licensee (AFSL), we prioritise adherence to stringent regulatory frameworks to ensure the security and integrity of your financial transactions. With a focus on transparency and accountability, we empower our Advisers with comprehensive privacy standards. Rest assured, your financial well-being is our top priority, backed by a dedication to regulatory compliance and unwavering consumer advocacy.

Australian Privacy Principals

Privacy Policy

Our Privacy Policy outlines how we and our advisers collect, use, and protect personal data, fostering transparency and trust with individuals and businesses alike.

Anti Money Laundering 

AUSTRAC

Australia’s AML/CTF regulator & FIU. Regulates entities under AML/CTF Act & FTR Act.