Information for Consumers

Welcome to Sentry. We bring together a network of licensed financial advisers across Australia.

Offering a new level of service, innovation and reliability, our team works towards the realization of your expectations by delivering a fresh approach in care, value and integrity.

Financial Planning Solutions

Sentry Group Advice comprises three companies who each hold an Australian Financial Services Licence, for retail client advice, issued by the Australian Securities and Investments Commission. Our AFSLs enable Sentry and its authorised representatives (“Sentry Advisers”) to provide financial product advice and deal in financial products on a large range of products offered by banks, fund managers, stockbrokers, building societies, credit unions, life insurance companies and other institutions.

We are ultimately responsible for any advisory service your Sentry Adviser (“your Adviser“) provides.

Our brochure Financial Planning Solutions provides comprehensive information about the services we can provide to you.

Mortgage & Finance Solutions

Sentry Credit Services holds an Australian Credit Licence (“ACL”), for credit services, issued by the Australian Securities and Investments Commission. Our ACL enables Sentry and its authorised credit representatives (“Sentry Finance Brokers”) to provide lease, mortgage and finance product advice and services on a large range of products offered by banks, finance companies, building societies, credit unions, and other lending institutions.

We are ultimately responsible for any credit service your Sentry Finance Broker (“your Broker“) provides.

Our brochure Mortgage & Finance Solutions describes our comprehensive solutions for both individuals and businesses seeking to use mortgages and other financial tools.

Estate & Succession Planning Solutions

Whether you are a Business Owner wanting to know about how to solve the succession dilemma, or an Individual or Family wanting to know how to protect your assets and their ultimate distribution, your Sentry Adviser can provide specialist advice, support and implementation strategies on

• Estate Planning providing for the protection of your assets whilst you are alive and ensuring that, in the event of your death, the right assets go to the right people at the right time.
• Succession Planning providing for the orderly transfer of ownership of business interests arising from management succession needs to crisis succession events. It is a vital business continuity strategy and part of the estate planning process.
• Business Continuity Planning identifying the threats to business continuity from a people perspective and implementing strategies to minimize their impact on the future of the enterprise.

Please see our brochure Estate & Succession Planning Solutions to find out more details about how, working with other professionals, your Adviser can adopt a strategic approach to succession and estate planning.

Privacy Policy

Sentry regards Privacy as a serious issue and understands that it is important for you to know how we deal with your personal information.

From 21 December 2001 Privacy Laws apply to how we collect, hold, use and disclose your personal information. Sentry complies with the National Privacy Principles and is committed to protecting the privacy of your personal information.

Our Privacy Policy describes how Sentry Group protects your rights to privacy.