Company Information

Get to know Great Financial Planning

Great Financial Planning, LLC is a New York-based, fee-only registered investment adviser founded by Daniel G. Colston, a CERTIFIED FINANCIAL PLANNER™ professional. The company's mission is to provide competent and objective financial advice to help clients achieve their financial goals. It specializes in comprehensive financial planning, investment management, and retirement planning, operating under a fiduciary standard, which means it is legally obligated to act in its clients' best interests.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Great Financial Planning

Australia

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.