Independence Day

On Monday, 2 August we took a stand and started our own Australian Financial Services Licence.

We are calling it Catalpa Pty Ltd. By self-licensing we can free ourselves from real and perceived conflicts of interests. It enables us to officially provide unbiased advice.

Our reasons for seeking independence are simple. We believe that professional financial advisers should serve their clients and their clients only. There should be no other money flows or vested interests.