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About us

Switzer is a privately owned boutique financial services firm established by Australian business leader Peter Switzer. Since inception we have successfully helped our clients create, manage and protect their wealth through many different investment cycles. Switzer is not owned by a bank or any other financial institution. Our highly qualified team is the perfect size to give our clients individual attention while drawing on a wide breadth of knowledge and experience.

We consider the particular needs and circumstances of individual clients and recommend what is best for them. Our advice is supported by extensive research and operational resources and is based on a sound investment philosophy that has withstood the test of time.

Switzer staff includes certified financial advisers, equity specialists, portfolio accountants and administrators. We are committed to ongoing professional development and training to ensure our clients receive the highest quality up-to-date advice and service. Our senior financial advisers are accredited Self Managed Superannuation Fund specialists.

The way we do business

Switzer has been built on a clear set of values that underpin our process.

We ensure our qualified advisers have a clear understanding of a client’s particular needs and circumstances before recommending any strategy.

Our written recommendations contain individually designed strategies tailored specifically to suit each client.

Our advice is supported by extensive research which is based on sound investment principles.

We are committed to ongoing professional development and training to ensure clients always receive the highest quality up-to-date advice and personalised service.

We provide proactive, ongoing advice and service designed to review changes in the personal and financial circumstances of each client.

We commit to inform prospective clients if we believe that our services would not be of significant benefit to them.

Your protection

Switzer is committed to its clients’ long-term financial security.

Switzer financial advisers are Representatives of Switzer Financial Group, holder of Australian Financial Services Licence Number 286 531. The Regulatory body under which we operate is the Australian Securities and Investments Commission (ASIC).

Switzer is required under its licence to carry professional indemnity insurance.

We fully support and abide by the Financial Planning Association of Australia Limited’s (FPA) rules, codes and standards. The FPA determines the industry’s best practice governance standards and is responsible for:

  • Code of Ethics
  • Rules of Professional Conduct
  • Practice Standards
  • Education and Professional Development
  • Disciplinary Regulation

In addition, we maintain our own Complaints Investigation Protocol for your added protection along with membership of the Financial Ombudsman Service. Investments cannot be transacted without a client’s specific consent and we do not operate a trust account or hold funds on behalf of any client.

Established and experienced

As a foundation financial services firm, Switzer has built a solid reputation over many decades. This reputation has been acquired due to our:

  • warm welcome
  • personal attention
  • specialist services
  • business ethics
  • financial processes
  • fee for service structure
  • and most importantly, focusing on the long-term prosperity of our clients, which is fundamental to everything we do.

In all cases, our primary concern is always the financial wellbeing of our clients.

Click here to book a complimentary first appointment with a senior Switzer financial planner.