The advisory GROUP difference
2016 NSW AMP Financial Planning Practice of the Year
2016 AFA Practice of the Year Semi Finalist
Presence in and support of your local area
We have been providing advice to the local community since 1987.
National and Global Support
We are backed by AMP – one of Australia’s largest financial planning institutions. We have access to a vast range of the world’s leading fund managers as well as access to leading international and Australian research houses, technical and educational resources.
We believe it’s important for business to give back to the community that is why we are proud to work with the Cancer Council of NSW providing Pro-Bono financial advice to terminally ill cancer patients.
Highly Qualified & Experienced Staff
At advisory GROUP we believe quality financial advice can make a real difference in people’s lives and high education standards are the key to this. Our professional team is highly qualified holding CERTIFIED FINANCIAL PLANNER ™ and / or Diploma of Financial Services qualifications. We continually undertake professional development to ensure we are up-to-date with changes in the investment world and any relevant legislative changes.
Our structured training program means that all staff exceeds the education requirements of the Financial Planners Association and the Australian Securities and Investment Commission.
We have built a reputation based on honesty and openness with all clients. Confidentiality is assured at all times.
Our business prides itself on the exceptional service we provide to our clients. With access to our Financial Planners and our highly trained and experienced staff, we can help when you have questions, concerns or changes.
Clients find assurance in knowing that we have our own internal Quality Assurance Officer and expose our practice to regular external compliance audits to ensure our quality control procedures are of the highest standards.
With our vigorous internal review procedures and those of AMP our clients can rest assured that the advice they receive is always of the highest standard and in their best interest.
We have access to the very latest technology which allows us to provide superior, comprehensive advice while enabling you to enjoy personal access to your own portfolio whenever you wish to.