We are very pleased to have entered into an agreement with Sentry Advice as our licensee of choice.
Sentry Advice has no ownership stake in our business and does not receive any share of our revenue. We have engaged Sentry as an external service provider for their licensee services on a fixed fee basis.
This allows our business to operate under Sentry’s Australian Financial Services License and provides us with one of the most comprehensive licensee offerings in the industry including regulatory compliance and technology support. As part of Sentry’s robust compliance and governance framework, Sentry oversee our operations to ensure highest standards of compliance are met at all times.
Sentry does not offer any in-house investment products and operates under an open APL (Approved Product List) model as part of their unequivocal commitment to be free from conflict and institutional influence. This means Sentry is entirely agnostic with regard to platforms or products their member firms recommend, as long as all recommendations are based on highest quality research and are in the best interest of their clients.
Sentry Group were announced by Core Data Research, an independent market research firm, as a 2019 Licensee of the Year winner and again a top three finalist in 2020’s Awards (see here). The awards recognise the exceptional service and value Sentry provides to the advice businesses it supports.