Sophie Grace is a leading Australian firm specialising in both compliance and legal services to participants within the financial services and credit industries. We have serviced Australian and international clients across the financial sector for over a decade. From obtaining the required licences to operate your business to the provision of ongoing compliance support, many businesses have benefited from Sophie Grace’s extensive knowledge in the financial and credit space.
We take pride in our ability to offer tailored solutions to a broad range of businesses whilst keeping business practicalities and obligations to regulators at the forefront of our minds when delivering services and advice. Our consultancy services can equip you with assistance and clarity in your business endeavours.
Sophie Grace recently assisted Freedom Wealth Services Pty Ltd to obtain an Australian Credit Licence to provide debt management and mortgage broking services. The ACL application was lodged with ASIC in September 2021 and approved in January 2022.
Australia
Sophie Grace recently assisted Freedom Wealth Services Pty Ltd
("Freedom Wealth Services") to obtain an
Australian Credit Licence ("ACL") to
provide debt management and mortgage broking services. The ACL
application was lodged with ASIC in September 2021 and approved in
January 2022.
Freedom Wealth Services is a wealth planning and advisory firm
specialising in financial advice, home loans, and taxation. The
granting of their licence has enabled Freedom Wealth Services to
begin providing debt management services to clients to assist them
in settling their debts and improving their financial position.
Brett Newbound, the Head of Financial Advice and Mortgage
Broking at Freedom Wealth Services, provided Sophie Grace with some
kind words about his experience working with our team.
"Excellent as usual. Very
thorough and completed with accuracy and competence."
Brett went on to state how our general manager, Alicia
Pevely's assistance was excellent and he will be recommending
Sophie Grace to others.
The Sophie Grace team look forward to continuing to work with
Freedom Wealth Services to maintain their ACL moving forward.
Contributor
Sophie Grace is a leading Australian firm specialising in both compliance and legal services to participants within the financial services and credit industries. We have serviced Australian and international clients across the financial sector for over a decade. From obtaining the required licences to operate your business to the provision of ongoing compliance support, many businesses have benefited from Sophie Grace’s extensive knowledge in the financial and credit space.
We take pride in our ability to offer tailored solutions to a broad range of businesses whilst keeping business practicalities and obligations to regulators at the forefront of our minds when delivering services and advice. Our consultancy services can equip you with assistance and clarity in your business endeavours.
