ABOUT US

ABOUT US


Synergy Funds Management is an independent Australian Financial Services provider that focuses primarily on currency management. We are an innovator in the Individually Managed Account space and the products and services we provide are of the highest quality.

Synergy's services the needs of the full spectrum of investor profiles including High Net Worth Individuals, Superannuation Fund Trustees, Corporate Accounts and Private Clients alike.

The team behind Synergy has decades of combined trading experience and has achieved significant results. It is this know-how and continued drive to excel that has allowed us to provide you with a range of high yield investment opportunities.

OUR OBJECTIVE


Employing selective investments in spot margin foreign exchange contracts and also Australian equities, the objective is to delivery consistent returns in both rising and falling markets.

Simultaneously, our strategies aim to smooth the volatility risk inherent in currency markets. Designed to achieve medium to long-term growth, you can view our performance reports here.

Leverage may be adjusted to suit clients risk profile.

All markets, including the foreign exchange market, can be volatile and are exposed to risk. Hence, Synergy’s advisory service will analyse your risk profile and risk appetite making sure that you are aware of any such risk when making an investment in one of our MDA’s.

OUR PEOPLE


We pride ourselves on providing an environment where our staff can be the best they can be. Our executive committee, directors and experts are of the highest calibre and are committed to creating sustainable value for our clients based on trusted relationships.

“Here at Synergy we aim to manage risk and uncertainty to deliver resilient and consistent investment outcomes."

Christian Dove, CEO

REGULATION


Synergy Financial Markets Pty Limited (Synergy) is based in Sydney, Australia and is regulated by the Australian Securities and Investments Commission (ASIC).

Our Australian Financial Services License (AFSL) number is 403863.

ASIC requires licensed financial services providers to meet strict capital requirements and to implement strict internal procedures including risk management, staff training, accounting and audits.

All client funds are held at fully segregated client trust accounts held at Commonwealth Bank of Australia (CBA) and HSBC.

Client funds are kept separate from Synergy’s company funds and – if Synergy were to become insolvent – will not be used to pay back creditors.

Synergy Financial Markets Pty Ltd is a member of the Financial Ombudsman Service (FOS). This is an approved Australian external dispute resolution scheme that can deal with complaints about all of the financial services that Synergy provides under its AFSL.