Company Information

Get to know OzPlan Financial Services

Established in 1987, OzPlan Financial Services is a privately owned financial planning practice based in Melbourne, Australia. The company focuses on building long-term client relationships by providing comprehensive and personalized advice across superannuation, retirement planning, investments, and personal insurance. OzPlan operates as a Corporate Authorised Representative of Consultum Financial Advisers Pty Ltd, which is part of the Insignia Financial Group, one of Australia's largest financial services companies.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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OzPlan Financial Services

Australia

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.