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Australia
2012 (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 CHG Integrated Wealth
Company Information
Get to know CHG Integrated Wealth
Founded in 1983, CHG Integrated Wealth is a financial planning and wealth management firm based in New South Wales, Australia. The company focuses on a holistic and integrated approach to financial advice, creating personalized strategies for clients covering financial planning, investment management, superannuation (including SMSFs), insurance, and estate planning. Their mission is to build long-term partnerships with clients to provide clarity and confidence in securing their financial future. The firm operates as a Corporate Authorised Representative of CHG Financial Planning Pty Ltd, which holds an Australian Financial Services Licence.
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