Innovative Australian Financial Services Licensee
Bespoke Portfolio Pty Ltd (Bespoke) is an innovative Australian Financial Services Licensee (AFSL 341991) that specialises in enabling start-ups and financial technology companies (Fintechs) take their financial products and services to market.
With years of experience, a qualified team and extensive networks, Bespoke Portfolio’s Authorised Representatives can be confident in the integrity of our company and its investment in market-leading solutions. Our mandate is to provide the framework within which an advice business can operate safely in a highly regulated and rapidly changing environment.
With authorisations to provide 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 currently help advice firms in areas such as limited advice, wholesale and general advice to achieve their goals.
Bespoke is housed alongside Motif Markets Pty Ltd, an information technology and systems company that can provide your company with technological support while we take care of your compliance needs.
Bespoke is also housed alongside OpenMarkets Australia, a share broking firm that provides competitively priced execution and trading systems.
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).