Company Information

Get to know mcphail & partners pty ltd

McPhail & Partners is a privately owned financial advisory and wealth management firm based in Sydney, Australia. The company focuses on providing a holistic and integrated approach to financial well-being for its clients, which include individuals, families, and business owners. Their services encompass financial planning, investment advice, superannuation strategies (including Self-Managed Super Funds - SMSF), risk and insurance advice, as well as comprehensive accounting and taxation services. The firm's mission is to build long-term partnerships with clients by delivering personalized and strategic advice tailored to their specific financial goals and circumstances.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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mcphail & partners pty ltd

Australia

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

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This company is currently Unproved.

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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.