Company Information

Get to know Synergy Financial Planning

Founded in 2005 by Philip O’Donoghue, Synergy Financial Planning is a fee-for-service financial advisory firm based in Balwyn, Victoria. The company's mission is to provide clients with professional, unbiased financial advice to help them achieve their financial and lifestyle goals. They specialize in a range of services including retirement planning, superannuation strategies, investment advice, and personal insurance, operating as a Corporate Authorised Representative of Synchron, a major Australian financial services licensee.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Synergy Financial Planning

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.