Sentry Group Pty Ltd
The Sentry Group was founded in 2005 by a group of experienced financial services professionals as a diversified financial services business with a common goal of maintaining strong personal relationships with stakeholders to help them achieve greater success financially, professionally and personally.
Sentry Group’s core business is Sentry Advice, comprising four retail Australian Financial Services Licences focussed on providing personal financial advice and services to retail clients through a national network of licensed professional financial advisers.
A wealth management discipline enables our credentialed financial advisers to offer their clients whether they be high-net-worth individuals, business owners and family clients, services such as financial planning, investment portfolio management, life insurance, superannuation and other aggregated financial services. They also coordinate with other client advisers in areas such as accounting, banking, legal and taxation.
In addition to our Sentry Advice division, Sentry Group consists of several complimentary, wholly owned integrated financial and professional services companies and businesses:
- Sentry Credit Services holds an Australian Credit Licence specialising in providing advice and arranging mortgages and home loans, personal credit and business finance to clients through its licensed finance broker representatives.
- Sentry Realty Investments, in conjunction with a select panel of licensed real estate agents, assists financial advisers to help their clients accelerate their wealth through investing in researched and approved direct property investments across Australia.
- Sentry SMSF Services enable online, real-time SMSF fund establishment, administration, annual accounts, advanced tax management, retirement and estate planning strategies, compliance tools and all necessary trustee and regulatory documentation.
- Sentry Wealth, through its Australian Financial Services Licence, specialises in providing advice to wholesale clients, including sophisticated and professional investors. It is also the licensee for Compass platform solutions, and FPI managed portfolio solutions.