FinSec Partners Pty Ltd Information

Finsec Partners is an Adelaide-based boutique financial advisory and wealth management firm with a history spanning more than 30 years. Wholly privately-owned and operated with 30 full-time staff, the firm was formed with a view to helping clients better understand money in order to build, protect and distribute their wealth. Our clients come from a broad range of backgrounds including medical professionals, senior-level executives, business owners and not-for-profits. While our business provides a range of advisory services, we are best known for our work in the areas of self-managed super funds, investment management and UK pension transfers to Australia. The evolution of our business and the decisions we have made along the way are all underpinned by our value system. Ultimately it was these values that guided our decision to become self-licensed in late 2014; it had, at this point, become evident that having an institutional licensee was at odds with our client-centric approach. This choice has allowed us to regain control of our business model and operating systems, thus affording us the flexibility to work with any provider or institution in the market. We achieve this with a governance structure that is overseen by a formal board, headed by an independent chairman, ensuring we are accountable to all stakeholder obligations. At FinSec we understand that money is one of the most intimate factors of any given individual’s life. It can be a complex and emotive issue, and many Australians are vulnerable to aggressive sales tactics and poor advice. Our approach is rooted in education and clarity, thus ensuring our clients are making informed decisions with their money. Our clients’ trust in us is built on a foundation of professionalism, empathy, candour, transparency and accessibility.