Guardian Investments holds and majority owns its own Australian Financial Services Licence (AFSL 238281), Guardian Associates Pty Ltd (“Guardian Associates”). Guardian Associates provides our licence and a licence for one other boutique firm. Both Directors of Guardian Investments are also Directors of the licensee – Guardian Associates.
Guardian Investments is a founding member of the Boutique Financial Planning Principals Group (the BFP). The BFP was formed to further interests and high ideals of Australian Financial Service Licensees who provide personal, tailored and ongoing advice that is in the client’s best interest. The primary goal of the BFP is to ensure consumers have a genuine alternative to institutional business models. The BFP website can be found at bfp.asn.au