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Privately Owned
Symes Warne & Associates Limited is a specialist Financial Planning firm, and holds an Australian Financial Services (AFS) Licence issued by the Australian Securities and Investment Commission (ASIC).
Symes Warne & Associates Limited was established in 1982 and since this time we have built a reputation as one of the most respected firms in the Illawarra region.
The Company is a Principal Member of the Financial Planning Association of Australia (FPA) and all Advisers hold Individual membership. We are committed to providing ethical, high quality financial planning advice and services consistent with the Association’s Code of Ethics and Rules of Professional Conduct.
Symes Warne & Associates Limited is privately owned so no bank, insurance company or fund manager can influence what we recommend. We are not party to any association or relationship with any of the providers or issuers of any financial products which we may recommend to you.
Research
Is purchased from an international research company, Morningstar, and an Australian research company, van Eyk Research. This is supplemented by data provided by the Fund Managers direct. The information is then collated and analysed by our in-house Research Department, and from this information our Investment Selection Committee decides which Managers and Products are to be included on our Recommended List.
Training
Is compulsory for our Financial Planners, who are required under our Licence provisions to complete a minimum of 30 hours per year continuing education; our Advisers generally far exceed this requirement. Training is done by way of seminars and professional development courses, attendance at various conferences; attendance at monthly in house training sessions; and expert technical briefings.
This comprehensive training ensures that our staff are kept up-to-date with changes in investment markets, fund managers, Government legislation, Social Security rules and taxation rules.
Portfolio Review Service
Following formulation of an investment strategy and creation of an investment portfolio participation in our ongoing portfolio monitoring service ensures that your investment strategy is adjusted for legislative changes and remains appropriate to your personal situation and that your investment portfolio is in line with your desired risk/return profile. Our portfolio monitoring service includes a formal annual written valuation and review as well as ongoing monitoring of individual recommended investments and ad hoc advice as required as personal circumstances or legislation changes.
Fees
Symes Warne & Associates Limited disclose in writing all fees paid or payable to them for preparation of a Statement of Advice and the ongoing care of its clients.
We do not pay commissions or provide other benefits to third parties for referring customers to us.
