What We Do
RS Finance Pty Ltd is a boutique provider of financial advice to high net worth individuals or wholesale clients located in Australia.
We provide financial advice in the following areas:
- Foreign Exchange
- Derivatives
- Financial product advice
- Strategic financial advice
We do not offer online foreign exchange trading platform access.
What We Do
Rich Smart Finance Pty Ltd is a boutique provider of financial advice to high net worth individuals or wholesale clients located in Australia.
We provide financial advice in the following areas:
- Foreign Exchange
- Derivatives
- Financial product advice
- Strategic financial advice
We do not offer online foreign exchange trading platform access.
How We Work
We are a small financial advisory firm who deal with wholesale clients. Please refer to the link to get an understanding of the definition of a wholesale client.
We work closely with our clients by phone, email or letter.
We will never contact you or provide advice by WhatsApp, WeChat, Telegram, Facebook or any other Social Media or Dating site. Scams are common in this advisory space from these sources and members of the public should never engage with such sites or messaging.
We work strictly with Australian clients only which we are authorised to do under the Australian Financial Services License of which we are a Corporate Authorised Representative.
We never take clients funds nor ask them to put funds into our company bank accounts. If you receive communication referring to our company asking you to do this please be certain that is a scam. Always ring us before you invest any funds on our behalf.
All advice is provided by our Director and an engagement letter signed by him will be provided before any engagement commences which outlines the terms and nature of the advice we provide and how we will work with you. If you are uncertain about the validity of any of our communication please contact us.
Some of our current thoughts
We specialise in providing advice on private equity capital raising and believe this is a potential stream of strong returns from this type of investment. In the past we have been involved with a number of private capital raisings in various industries and worked with companies who have listed on the Australian stock exchanges.
We currently consider Australian listed Fintec and AI related companies are undervalued and provide potential buying opportunities.
Some of our current thoughts
We specialise in providing advice on private equity capital raising and believe this is a potential stream of strong returns from this type of investment. In the past we have been involved with a number of private capital raisings in various industries and worked with companies who have listed on the Australian stock exchanges.
We currently consider Australian listed Fintec companies are undervalued and provide potential buying opportunities.
Our Clients
RS Finance Pty Ltd provides advice with wholesale clients.
A wholesale client is defined as follows:
A person may fall within the definition of a wholesale client if, among other things, they are:
- a person purchasing a financial product, or a financial service related to a financial product, where the value of the product is above the prescribed threshold (currently set by the Corporations Regulations at $500,000);
- a person with certified net assets of at least $2.5 million or a person who had a gross income for each of the past two financial years of at least $250,000; or
- a ‘professional investor’. This category includes AFS licensees, listed entities, banks and friendly societies, and other entities that may be presumed to have the expertise or access to professional advice to justify their being treated as wholesale.
If you believe you fall within the definition of a wholesale client, please contact us to discuss your requirements further.
ABOUT US
Regulation
RS Finance Pty Ltd holds Australian Financial Service License 441277.
RS Finance Pty Ltd is the owner of this website.
Disclaimers or Legal
This information has been prepared without taking into account your objectives, financial situation or needs. You should consider its appropriateness for your circumstances. Investing carries risks. The value of your investment may go down as well as up.
RS Finance Pty Ltd intends to provide general information of an educational nature only. It does not have regard to the financial situation or needs of any reader and must not be relied upon as financial product advice. Investors should consult a range of resources, and if necessary, seek professional advice, before making investment decisions in regard to their objectives, financial and taxation situations and needs because these have not been taken into account. Any securities or prices used in the examples given are for illustrative purposes only and should not be considered as a recommendation to buy, sell or hold. Past performance is not indicative of future performance.
The information on this website is intended for wholesale clients situated in Australia. We are not authorised to provide advice in any other jurisdiction.
Corporate Authorised Representatives
RS Finance Pty Ltd AFSL 441277 from time to time authorizes companies to operate using its authorisations. The companies only operate in Australia. The companies provide financial advice consistent with the RS Finance Pty Ltd AFSL authorisations.
None of the companies operate crypto currency trading platforms. They will also not contact you via social media platforms or other online platforms. They should only be contacted via their official websites.
If you have any questions about the validity of any communication from any of the authorised representatives, please contact us by email at amartin@rsfinance.com.au
Contact Us
Level 1, 256 Rundle Street, Adelaide SA 5000