Company Information

Get to know Douglas Funds Consulting Pty Ltd

Douglas Funds Consulting Pty Ltd is a boutique wealth management firm based in Sydney, Australia. The company focuses on providing tailored financial advice, investment management, and strategic wealth planning for individuals, families, and not-for-profit organizations. Founded on principles of trust and transparency, the firm aims to build long-term client relationships by developing and managing bespoke investment portfolios designed to meet specific financial goals. It operates as a Corporate Authorised Representative (No. 1243168) of Shartru Wealth Management Pty Ltd (AFSL 422409).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Douglas Funds Consulting Pty Ltd

Australia

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.