What is a licensed financial adviser?

We are licensed financial advisers, which means we are approved by the Federal Government to provide financial advice services. But it’s how we’re licensed that’s important to us.

We are authorised as financial advisers through our licensee, Synchron. They are Australia’s largest privately-owned financial advice group and have over 20 years' experience in the finance industry.

They don’t own or sell any financial products (like insurance policies) and they don’t offer any incentives to their licenced advisers to meet certain thresholds or achieve specific outcomes.

Synchron also hold us to a high standard as advisers, requiring us to be at or beyond legislated levels of education and training. They ensure all advisers are registered through the Australian Securities and Investments Commission and facilitate ongoing professional development in addition to the continuous improvement we do ourselves.

We don’t work for a bank or financial institution. We’re a small family-owned business that looks after our clients, and Synchron really allows us to do this. Because we’re not incentivised at all, we act for you and ensure your best interests are the top priority.

Find out more about what makes Financial Edge Group different by checking out our blog, or give us a call today if you’d like to chat.