 For ClientsIFA Securities has effectively been helping individuals create & protect wealth for over 20 years. IFA is fully licensed by the Australian Securities and Investments Commission (ASIC), which requires the highest level of financial stability, integrity, professionalism and ethical standards to be maintained at all, times. IFA Securities is proud to be Independently Owned. Therefore, unlike the majority of financial advisors who are employed by banks or licensed by advisory groups with an allegiance to a bank, IFA advisors are under no external influences when making recommendations. This allows them to advise more objectively and recommend investments that are best suited to achieve the goals and objectives of their clients, not the bank! In addition, it allows IFA access to a far wider range of investments than is normally available to those advisory services aligned to a bank. IFA Securities coveted reputation, evidenced by its Principal membership of both the FPA and AIOFP, comes as a result of our simple principles of providing the highest caliber advice, which is; Researched, Innovative and Individualized. Every IFA advisor is trained and qualified to the highest standards. Further, they constantly attend a wide range of professional seminars and courses. This allows them to incorporate the latest DSS, legal and taxation positions when providing innovative strategies for growing your wealth. IFA is proud to offer much more to clients than being sold an "off the shelf" product. Subsequently, our approach is focused on providing personalized strategies and solutions while seeking to build long-term relationships with clients. The knowledge and experience of IFA advisers is complemented, where necessary, by further expert professional opinion given by our carefully selected legal and taxation experts. This is reflected in the wide range of services available such as:
Clients not only receive regular, personalized reports, but also newsletters and private briefings explaining what is happening within the financial world. This information may herald new or improved opportunities, which can and will assist clients in reviewing their portfolios and making informed decisions. Almost all our new business comes via referrals, mainly from our existing satisfied clientele. IFA has in excess of $200,000,000 of client funds under advice, evidence of IFA's successful approach in proving commitment to client asset protection. IFA is not solely dedicated to creating client wealth but is also committed to protecting it. In this commitment IFA offers comprehensive advice in areas that include:
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