Where the Client Comes First

Libertas is a boutique licensee with 70 authorised representatives currently working under its AFSL. A strong advocate of advice and strategy over product distribution, Libertas receives no volume bonuses or rebates from any product provider.

Headed by a Financial Planning Specialist Chartered Accountant (CA), Libertas focuses on quality – in our service to you and the services you provide to your valued clients.

We welcome advisors and accountants who fit the culture and philosophy of, ‘where the client comes first’. We offer a robust compliance framework and dedicated support so that you can recommend the best financial strategies to suit your clients.

We have developed a solution for experienced accountants who wish to continue to give personal advice in the SMSF and superannuation areas only, with the option to expand this at a later date. Our offering has been developed with input from industry experts and in consultation with accountants in the advice space.

Libertas Financial Planning Pty Ltd is a wholly owned subsidiary of Sequoia Financial Group an ASX listed company (ASX Code SEQ).

For Advisers

– Join an existing network of trusted
and compliant advisers

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For SMSF Accountants

– RG146 accreditation provided
– Fully customised software
– Easy change to supported transition to AFSL

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