Answers about the licence, our advisers, and how we work.

Strategic Financial Pty Ltd holds an Australian Financial Services Licence issued by ASIC. Your adviser is authorised to provide personal financial advice under our licence, which means we are responsible for supervising the quality of the advice you receive, maintaining Professional Indemnity insurance, and holding your adviser to the Code of Ethics and ongoing education requirements.

No. Strategic Financial is the licensee, the regulated entity that authorises your adviser to provide advice. Your advice is delivered by your adviser or their practice. We provide the framework and oversight behind that advice.

We currently authorise BE Wealth (Jeff John), Stafford Strategic Advisory (Neil Stafford), Wise Financial Planning Advisors (George Peat) and O'Connell Clann Muinin (Jason O'Connell).

Not currently. Strategic Financial authorises a fixed group of advisers and is not seeking to expand its adviser network at this time.

You are protected by our Professional Indemnity insurance, our internal complaints process, and access to the Australian Financial Complaints Authority.

There are three steps. First, speak with your adviser directly. Most concerns are resolved this way. Second, if the concern isn't resolved, contact our Complaints Officer at admin@strategicfinancial.com.au or 0411 815 590. We acknowledge complaints within 24 hours and aim to respond in full within 30 days. Third, if you remain dissatisfied, you can escalate to the Australian Financial Complaints Authority, a free and independent dispute resolution service.