Custodian Financial Group
www.custodianfinancial.com.auNON-ALIGNED AND COMMISSION FREE FINANCIAL ADVICE One of the few financial advisory firms that has no ownership or alignment with any product provider or financial institution, ensuring we provide our clients with conflict-free financial advice that is in their best interest. HOW WE STAND OUT FROM THE CROWD In a world where almost 9 out of 10 financial advisers are licensed through large dealer groups such as the major banks and AMP, are you getting the right financial and risk advice? The Royal Commission into the banking sector has uncovered a number of unscrupulous and inappropriate practices by advisers authorised through large dealer groups, and this has brought to light the value of having an non-aligned financial adviser. HOW FINANCIAL ADVISERS ARE TYPICALLY LICENSED Whilst there are a number of advisers who operate under a different business name, the vast majority of these financial advisers are still authorised through a large dealer group. Under this arrangement the dealer group (i.e. the major banks and AMP) ultimately controls what products the adviser can recommend, which are typically provided by the dealer group and may not be in the best interest of the client. As such, these financial advisers face the same conflicts identified by the Royal Commission as those advisers working directly for a major bank or AMP. HOW CUSTODIAN FINANCIAL GROUP IS LICENSED Custodian Financial Group is self-licensed and has NO ownership or alignment with any product provider. This means that we have no restrictions on the products we can recommend and NO financial incentive to recommend a particularly product. This is the only approach that allows an adviser to provide conflict-free advice which you can rely on. Feel free to call our office on 02 6162 1871 to arrange a time to meet with myself and start your relationship with a financial adviser that is acting in your best interest, not in the best interests of a dealer group.
Read moreNON-ALIGNED AND COMMISSION FREE FINANCIAL ADVICE One of the few financial advisory firms that has no ownership or alignment with any product provider or financial institution, ensuring we provide our clients with conflict-free financial advice that is in their best interest. HOW WE STAND OUT FROM THE CROWD In a world where almost 9 out of 10 financial advisers are licensed through large dealer groups such as the major banks and AMP, are you getting the right financial and risk advice? The Royal Commission into the banking sector has uncovered a number of unscrupulous and inappropriate practices by advisers authorised through large dealer groups, and this has brought to light the value of having an non-aligned financial adviser. HOW FINANCIAL ADVISERS ARE TYPICALLY LICENSED Whilst there are a number of advisers who operate under a different business name, the vast majority of these financial advisers are still authorised through a large dealer group. Under this arrangement the dealer group (i.e. the major banks and AMP) ultimately controls what products the adviser can recommend, which are typically provided by the dealer group and may not be in the best interest of the client. As such, these financial advisers face the same conflicts identified by the Royal Commission as those advisers working directly for a major bank or AMP. HOW CUSTODIAN FINANCIAL GROUP IS LICENSED Custodian Financial Group is self-licensed and has NO ownership or alignment with any product provider. This means that we have no restrictions on the products we can recommend and NO financial incentive to recommend a particularly product. This is the only approach that allows an adviser to provide conflict-free advice which you can rely on. Feel free to call our office on 02 6162 1871 to arrange a time to meet with myself and start your relationship with a financial adviser that is acting in your best interest, not in the best interests of a dealer group.
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