Company Information

Get to know Madison Financial Planning

Madison Financial Group is a national network of accredited financial advisers operating across Australia. The company's core business is providing Australian Financial Services (AFS) licensing solutions to financial planning firms and individual advisers. Their mission is to partner with and support high-quality financial advisers by offering a comprehensive suite of services, including compliance, technical support, professional development, and practice management resources. Founded to offer a non-institutionally owned licensing option, Madison was acquired by Clime Investment Management Limited (ASX: CIW) in December 2020.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Madison Financial Planning

United States

Founded in

1997 (29 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.

Markets.com

(326 reviews)

United States

2008

(18 years)

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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.