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Australia
२०१२ (14 Years)
Last online: No recent activity
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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.
Get to know Southern Advisory
Company Information
Get to know Southern Advisory
Southern Advisory is a privately-owned wealth advisory firm headquartered in Auckland, New Zealand. The company specializes in providing personalized wealth management advice and investment strategies for individuals, families, and trusts. It evolved from a predecessor firm and was rebranded to Southern Advisory in 2021. Their mission is to partner with clients to create and protect wealth through tailored financial plans, portfolio management, and long-term strategic guidance. The firm is a registered Financial Advice Provider in New Zealand (FSP767951).
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