A client centric finance solution
Advice built on trust
Who we are
Havana Financial Services was established in 2017 as a truly client centric Australian Financial Services Licensee. Being a privately owned boutique licensee allows us the freedom to support advisers to operate in a fashion that aligns with what is best for their clients and not a Bank, Financial Institution or Fund Manager.
Why choose us?
Havana Financial Services believe financial advice clients are looking for 3 key characteristics. A financial advice relationship built on trust, an adviser they can understand and to feel in control of their financial situation not only today but into the future. Our below list of services and expertise can offer our advisers the required material for their clients to feel all these characteristics and more.
What we Do
As the financial services industry continues to evolve, in an ever growing and competitive marketplace, Havana Financial Services focus on providing an extensive range of Services.
Get in Touch
Havana Financial Services is your home of advice. We help businesses and their advisors with all aspects of their compliance and actively foster the collegiate relationships you enjoyed with fellow advisors at dealer groups. But without the commercial pressures to sell financial products.
If you have any queries about our services or are a client with a particular question please just get in touch
Level 2, Suite 204, 111 Harrington St, Sydney, NSW, 2000
Phone: 02 8004 6299