100% Owned by Directors & Staff
GFM is privately owned and since 2003 has held its own Australian Financial Services Licence (AFSL). This means that, unlike many Financial Services firms which obtain a representative-licence from a third-party licensee, our licence is issued to us directly by the Australian Securities and Investment Committee (ASIC).
We are, therefore, not tied to a third-party, its influences or its products and can build the advice and strategies that are right for you.
GFM has no institutional or third-party owner in our business, and we plan to keep it that way. We have long perceived that seeking advice from groups with institutional ownership, especially when those institutions also manufacture financial products, poses a substantial risk and significant threat of conflicted advice.
We are very proud of the fact that we can freely act in the best interests of our clients, conducting these relationships without being told what to do by another institution.
What Our Clients Say
“There is a good feeling of knowing it is your fund, not just part of a huge investment company.”
Peter & Kath Baylie
“GFM is a company that is truly responsive to our needs. A friendly team and nothing is too much trouble. I like the fact that we receive regular suggestions on changes to our portfolio, unlike big institutions, where once your money is lodged, you hear little more.”
Rob & Kaye Adams