Finsec Partners is an Adelaide-based boutique financial advisory
and wealth management firm with a history spanning more than 30 years. Wholly privately-owned and operated with 30 full-time staff, the firm was formed with a view to helping clients better understand money in order to build, protect and distribute their wealth.
Our clients come from a broad range of backgrounds including medical professionals, senior-level executives, business owners and not-for-profits. While our business provides a range of advisory services, we are best known for our work in the areas of self-managed super funds, investment management and UK pension transfers to Australia.
The evolution of our business and the decisions we have made along the way are
all underpinned by our value system. Ultimately it was these values that guided our
decision to become self-licensed in late 2014; it had, at this point, become evident
that having an institutional licensee was at odds with our client-centric approach.
This choice has allowed us to regain control of our business model and operating
systems, thus affording us the flexibility to work with any provider or institution in
the market. We achieve this with a governance structure that is overseen by a formal board, headed by an independent chairman, ensuring we are accountable to all stakeholder obligations.
At FinSec we understand that money is one of the most intimate factors of any given individual’s life. It can be a complex and emotive issue, and many Australians are vulnerable to aggressive sales tactics and poor advice. Our approach is rooted in education and clarity, thus ensuring our clients are making informed decisions with their money. Our clients’ trust in us is built on a foundation of professionalism, empathy, candour, transparency and accessibility.
Company Details
- Employees
- 33
- Founded
- -
- Address
- Level 1, 10 Greenhill Road, Wayville,sa 5034,australia
- Phone
- +61 08 8357 7840
- ad****@****.com.au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- finsecpartners.com.au
- Keywords
- Self Managed Super Funds, Portfolio Management, Financial Advice for Professional Women, Financial advice for UK migrants/ expats, Retirement Planning, Business Succession Planning, Aged Care and Centrelink, Personal & Business Risk Analysis, Asset Consultants, Goals Based Financial Advice, Financial Advice for Medical Professionals, Financial Advice for Business Owners and Professionals.
- HQ
- Wayville, SA
Finsec Partners Pty Ltd Questions
Finsec Partners Pty Ltd's helpline number is +61 08 8357 7840
Finsec Partners Pty Ltd's website is finsecpartners.com.au
Finsec Partners Pty Ltd's LinkedIn profile is https://au.linkedin.com/company/finsec-planners
Finsec Partners Pty Ltd has
33 employees.
View email and phone details for 33
employees at Finsec Partners Pty Ltd.
Finsec Partners Pty Ltd's industry is
Financial Services
Finsec Partners Pty Ltd's top competitors are
Regal Oak Financial Solutions,
Connect Financial Advice,
Entrée Recruitment,
Afrm Claims Advocacy,
Persol Apac,
Dba Advisory,
Lgt Crestone Wealth Management Limited,
Toa Global,
Wealth Market,
Wakefield Partners.
Finsec Partners Pty Ltd's support email address is admin@finsecpartners.com.au
Finsec Partners Pty Ltd's categories are Financial Services
Finsec Partners Pty Ltd's founding year is 1982
