SGN Financial was established in 2017 to provide the Australian Financial Services License [AFSL] and support services to the boutique wealth business’ all trading under the name SGN Financial. Since then the group has expanded, and the network of advice businesses has grown. The group continues to support those advice firms wishing to maintain their brand and value proposition.

The SGN Financial Group overview

• Over 80 staff across Australia.
• In excess of $2.1 billion in Funds under Advice.
• The businesses are owned by the Directors of each individual advice business.
• 35 advisers.
• Proprietary Investment Management capability.
• Scale advantages and open architecture.

We are committed to providing support and sharing our experience with the owner-operated advice firms within our network so that they can deliver the best possible outcomes for their clients.