Rubicon Financial Services Pty. Ltd. is a privately owned financial planning business that has operated since 2000 under Australian Financial Services Licence No: 234721, and before that under a previous licence. All of our clients are residents of Australia who are classified under financial services law as ‘retail clients’.
In March 2019, Rubicon Financial Services Limited changed its name to Rubicon Financial Services Pty. Ltd.
Typically, our clients are mid-career individuals and couples who are building wealth, small business owners who look to professional advisors to keep them on track, or clients who are planning for their retirement or have commenced retirement.
Our clients seek personalised, objective advice and more transparency about how their money is invested and managed.
Our planners provide advice for retail clients under the business name Investors Office Financial Planning.
Rubicon Financial Services Pty. Ltd. is the Licensee responsible for this advice.