ShareScope is a full-service financial advisory firm dedicated to helping our clients create and maintain wealth through long-term, strategic investment management.
We are just small enough to provide tailored financial solutions for our clients but big enough to enable us to establish working relationships with some industry-leading investment firms.
Our team makes up a group of passionate and dedicated people all of whom focus on specialised areas of the financial industry. Whether it’s statistical analysis, global economics, customer relations or trade execution, we have the right people for each task.
Proactive financial management with complete transparency is what we pride ourselves in, and as highly motivated finance professionals we believe in a single shared objective to make sound investment choices for our clients.
Our goal for ShareScope is to be the most respected financial services company in Australia through unparalleled economic thinking, services, products and execution.
Not only do we strive to deliver profits and growth to our clients, but we also want to do so responsibly with full risk awareness.
ShareScopes Financial Consultants have obtained Regulatory Guide 146 (RG 146) certification which is an Australian financial industry legal requirement.
Our certification is obtained in Managed Investments, General Knowledge, Foreign Exchange and Derivatives and is maintained through a continuous professional development (CPD) program through one of Australia’s leading financial education providers.
We are covered by Professional Indemnity Insurance for all the activities we conduct under our authorisation.
The policy provides coverage in the aggregate of up to $7,500,000 with an excess of $25,000 to cover claims regarding professional negligence and liability and the conduct of representatives.