Proprietary & Fiduciary Services
Corporate Authorised Representatives
Proprietary & Fiduciary Services Pty Ltd (AFSL 258057), working in partnership with Arthur Phillip, appoints a small number of trusted professionals as Corporate Authorised Representatives. These appointments extend our capability across wholesale financial markets while preserving the discipline, governance and integrity that underpin our institutional approach.
We partner with individuals and firms whose experience, judgement and professionalism reflect the standards expected under our licence. Appointment is selective, grounded in alignment of capability, conduct and long-term approach.
Operating Under AFSL 258057
Representatives may be authorised to provide financial services to wholesale clients, including advisory and dealing activity across permitted securities and managed investment products. Each authorisation is precisely defined and reflects the competencies and experience of the representative.
We partner with individuals and firms whose experience, judgement and professionalism reflect the standards expected under our licence. Appointment is selective, grounded in alignment of capability, conduct and long-term approach.
Standards and Expectations
We expect representatives to demonstrate integrity, discretion and consistently high levels of professional conduct. Appropriate governance, operational capability and risk magement form the foundation of every appointment. Representatives must meet all regulatory obligations and communicate with clarity and accuracy.
Our oversight is structured and measured, reflecting the nature of wholesale financial services and the responsibilities associated with our AFSL.
Our Philosophy
The Corporate Authorised Representative model reflects a partnership philosophy built on trust, professionalism and disciplined practice. We work with those who value governance, long-term relationships and responsible stewardship of capital.
This approach ensures that the activities conducted under our AFSL align with the values on which our firm is built and meet the expectations of wholesale market participants.
A Selective Model
Appointment as a CAR is deliberately limited. Each engagement is evaluated on its individual merits, strategic alignment and the calibre of the professionals involved. Selectiveness maintains consistency across the licence and reinforces confidence in the integrity of our platform.
Enquiries
We invite confidential discussions with experienced professionals operating within wholesale markets who may align with our standards and approach. Further information is available upon request.