Our Licensee

Our Relationship with Sentry Advice

In order to provide advice, our adviser need to be licensed through an Australian Financial Services Licensee (AFSL). Ivy Wealth have chosen to partner with one of Australia’s leading privately owned advice groups.

About Sentry Advice

Sentry was established more than a decade ago and operates across a number of integrated and complementary Australian Financial Services Licenses and an Australian Credit Services Licence business.

They are industry leaders, with a strong emphasis on using the latest industry technology, while being flexible and well-resourced to provide Ivy Wealth with a level of support that we need and services so that we can better support our clients.

Their executive team has more than 250 years’ combined experience in operating and managing financial services advice businesses and is recognised as being one of the most approachable, knowledgeable, and stable teams in the industry.

Sentry is well resourced to support advice businesses like ours, across technical, professional standards, compliance and risk management, revenue and remuneration systems and technology support and solutions.

To find out more about Sentry Advice click here.

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The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances and objectives. We recommend you obtain professional financial advice specific to your circumstances.

DWM (TAS) Pty Ltd trading as Ivy Wealth ABN 30 153 421 179. Corporate Authorised Representative of Sentry Advice Pty Ltd AFSL 227748.
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