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.

FINANCIAL SERVICES LICENCE


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.

 

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.