Australian Financial Services Licensee

Empowering Advisers for Lifelong Trust.

Strategic Financial Pty Ltd (AFSL No.: 569 303) is an Australian Financial Services Licensee and is a privately owned Australian Financial Services Licensee (AFSL). As a micro-licensee, we supervise and authorise a select group of financial advice practices, including BE Wealth Management Pty Ltd, Stafford Strategic Advisory, JCGOC Pty Ltd, and Wise Financial Planning Advisors Pty Ltd (details below).

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Internal Dispute Resolution
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    ASIC-issued AFSL

    Licensed & regulated

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    Professional indemnity insured

    Client protection

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    4 authorised practices

    4 qualified advisers

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    AFCA member

    Independent dispute resolution

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What is Strategic Financial?

The licensed entity standing behind your advice.

Strategic Financial Pty Ltd holds an Australian Financial Services Licence issued by the Australian Securities and Investments Commission. If you've been pointed here to find out what that means, in short: we are the licensee that authorises and supervises the financial advisers who operate under our name.

When you see the Strategic Financial name on a Financial Services Guide or Statement of Advice, it means there is a licensed, regulated entity standing behind the advice you have received.

Our authorised representatives

The practices and advisers we authorise.

This is the short answer to who the advisers behind Strategic Financial are. We currently authorise the following practices.

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    BE Wealth Management Pty Ltd ATF Poocheril Family Trust

    Jeff John

    Authorised representative practice of Strategic Financial Pty Ltd.

    BE Wealth
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    Stafford Strategic Advisory

    Neil Stafford

    Authorised representative practice of Strategic Financial Pty Ltd.

    Stafford Strategic Advisory
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    Wise Financial Planning Advisors Pty Ltd

    George Peat

    Authorised representative practice of Strategic Financial Pty Ltd.

    Wise Financial Planning Advisors
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    JCGOC PTY LTD ATF O'Connell Clann Muinin

    Jason O'Connell

    Authorised representative practice of Strategic Financial Pty Ltd.

    O'Connell Clann Muinin 
What we do

The advice areas we authorise.

As the licensee, we authorise advisers to provide advice across the following areas. We are responsible for the compliance framework, governance and professional standards our advisers work within, so the advice they deliver meets ASIC's requirements.

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    Superannuation

    Structuring contributions and consolidation with your broader position in mind

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    Investments

    Portfolio recommendations grounded in a documented investment strategy.

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    Retirement planning

    Mapping income, timing and drawdown decisions ahead of retirement.

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    SMSF strategy

    Establishment and ongoing strategy for self-managed super funds.

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    Personal risk insurance

    Covering life, total and permanent disability, trauma and income protection insurance for you and your loved ones.

How clients are protected

Supervision, insurance and a clear path to resolution.

We supervise the quality of advice provided under our licence and maintain Professional Indemnity insurance that protects clients of our authorised advisers.

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    Advice supervision

    We oversee the quality of advice delivered under our licence.

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    PI insurance

    Professional Indemnity insurance protects clients of our advisers.

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    Clear complaints process

    A defined process if you are ever dissatisfied with advice received.

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    AFCA access

    Access to the Australian Financial Complaints Authority as a final step.

Get in touch

Have a question about Strategic Financial or your adviser?

If you would like to know more about the licence, one of our advisers, or how advice under our AFSL works, get in touch.

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