Company Information

Get to know Fluid Financial Planning Pty Ltd

Founded in 2011 by directors Craig Tory and David Tory, Fluid Financial Planning Pty Ltd is a financial advisory firm based in New South Wales, Australia. The company operates as a Corporate Authorised Representative of Count Financial Limited and is dedicated to helping clients achieve financial freedom through tailored, reliable advice. Their core mission is to create, manage, and protect their clients' wealth by offering a comprehensive range of services, including retirement planning, superannuation strategies, investment advice, and personal insurance.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Fluid Financial Planning 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.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

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.