Company Information

Get to know Equitable Financial Solutions (EFSOL) Pty. Ltd.

Equitable Financial Solutions (EFSOL) Pty. Ltd. is a financial advisory firm located in Sydney, Australia. The company positions itself as a boutique practice focused on delivering personalised financial planning and mortgage broking services. Its core mission is to help clients achieve their financial goals through tailored strategies in areas such as wealth creation, retirement planning, superannuation (including Self-Managed Super Funds - SMSFs), property investment, and personal insurance. The firm operates as a Corporate Authorised Representative for its financial planning services and a Credit Representative for its lending services, working under the licenses of larger financial groups.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Equitable Financial Solutions (EFSOL) Pty. Ltd.

Australia

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.