Company Information

Get to know SMART Financial Advisory Pty Ltd

Founded in 2003, SMART Financial Advisory Pty Ltd is a financial planning and advisory firm based in Narellan, NSW, Australia. The company's mission is to help clients make smart financial decisions by providing holistic and strategic advice tailored to individual needs. They offer a comprehensive range of services including financial planning, superannuation advice (including Self-Managed Super Funds), investment management, and wealth protection (insurance). The firm operates as a Corporate Authorised Representative, providing services under an Australian Financial Services Licence.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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SMART Financial Advisory Pty Ltd

Australia

Founded in

2016 (10 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.

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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.