Innovative Australian Financial Services Licensee

 

Bespoke Portfolio Pty Ltd (Bespoke) is an innovative Australian Financial Services Licensee (AFSL 341991) with a comprehensive license.

We provide the framework within which an advice business can operate safely in a highly regulated and rapidly changing environment.

With authorisations to provide advice and deal in many financial products such as Insurance, Superannuation and Managed Discretionary Accounts (MDAs), we are ideally positioned to help the new breed of Fintech Robo-Advisers that are rapidly gaining traction in today’s market place.

In addition, we help advice firms in areas such as limited advice, wholesale and general advice to achieve their goals.

Moreover, Bespoke is housed alongside Motif Markets Pty Ltd, an information technology and systems company that can provide technological support and OpenMarkets Australia, a share broking firm that provides competitively priced execution and trading systems.

 
 

OUR OBLIGATIONS

Our specific obligations as a Licensee are to ensure:

  • sound conduct and disclosure

  • the ethical provision of our financial services

  • the competence, knowledge and skills of our responsible managers, as well as their good fame and character

  • the training and competence of our representatives and authorised representatives regarding their obligations

  • our representatives (including authorised representatives) comply with the financial services laws

  • we are compliant, and have processes for managing conflicts of interest and risk

  • the adequacy of our financial, technological and human resources, and

  • that we have dispute resolution and compensation arrangements (applies to retail clients).

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get in touch now

Email: enquiries@bespokeportfolio.com.au