Libertas Financial Planning Pty Ltd is a wholly owned subsidiary of Sequoia Financial Group an ASX listed company (ASX Code SEQ). The Sequoia Financial Group is a diversified financial services group that provides wealth management and stock broking licensee services. Sequoia Financial Group is not related to any Bank or Institution and offers to Libertas clients the access to the scale, broad based approved product access and the support of a listed entity.
Please refer to the website www.sequoia.com.au for details of the companies that are part of the Sequoia Financial Group.
Libertas is a licensee operating under AFSL 429718 issued by ASIC. We are driven by providing advice that is appropriate to your valued clients and in their best interests. We achieve this by having no ties to any platform or product provider. We have chosen to remain true to proven funds which have been researched by the finest International, independent, research house, Mercer.
With Libertas you can expect:
- A robust compliance framework.
- A boutique licensee with no product ties.
- A personal experience with people who understand your business and challenges.
- Software, systems and process to reduce compliance and increase efficiency.
- The option to transition to a full AFSL at a later date is a possible consideration.