I was very disappointed to hear of the revelations made by some of Australia’s largest financial institutions over recent times and thought I should clarify how I operate my practice and the benefit it brings to you as a client of ours.
Unfortunately, we have seen the vertical integration model adopted by the big banks fail dismally in providing a basic level of service to their clients. The Royal Commission has highlighted how greed and self-interest has been allowed to flourish with our big Banks and other large financial institutions to the detriment of their clients.
It is timely to put forward in the strongest terms our ethos of providing financial advice that meets your needs and is in your best interests.
I am an adviser with Sentry Financial Services, a privately owned Australian Financial Services Licensee, providing a range of value added services to ensure my advice is compliant, relevant and in your best interest. Sentry provides the most rigorous compliance regime in our profession to ensure my advice meets all legislative and regulatory requirements.
We are an extremely client focused practice and our top priority is to ensure that your needs are met through the provision of quality advice services and to prioritise your interests over our own at all times that you can trust.
We explore a number of strategies when providing advice to our clients and we first ensure that the strategy we recommend is client centric and appropriate. Where required, we may provide financial product recommendations. As we are licensed through Sentry, we are able to select from a broad range of products. We are not limited to one product range or provider. Our product selection is based on a number of factors including research conducted by external third parties.
I’m afraid there is likely to be more revelations of poor servicing and misguided greed from this Royal Commission, however I felt it important to write to you to give you comfort and peace of mind surrounding the values and ethics we abide by. If you have any family members or friends concerned about their investments or seeking transparent advice, then I would appreciate an introduction so that I may be able to assist them.
In the interim, please don’t hesitate to call if you have any queries about your financial strategy or wish to arrange a comprehensive review.
Principal Financial Adviser