What we offer
Licensing Solutions
We offer a range of Financial Adviser authorisations designed to meet the specific needs of your practice.
We offer high quality dealer group services backed by industry specialists. Our understanding of your needs is highly detail orientated in order to provide short and long term solutions.
Our tiered authorisation solutions include Full authorisation, SMSF specialist authorisation, Risk specialist authorisation and specialist authorisation.
Highly competitive Fees
Our highly competitive fee structure offers a genuine alternative to self licencing, leaving you free to focus on your core business. We have the best PI insurance terms in the industry, with zero claims since starting in 2018.
We offer the core requirements for Advisers to be authorised to provide advice, you dont pay for any extras. We are highly selective about who we authorise in order to protect the wider group and to keep our fees down. If you are an experienced, compliant, well run advice business, talk to us today about a more cost effective licensing solution for your business.
Customised Compliance
Licensee compliance is essential for best client advice.
We embrace the highest standards of compliance and professional standards. .
We meet and exceed these standards by integrating compliance into our processes. For the more complex issues we have a dedicated Professional Standards Team that includes internal compliance consultants, external first tier law firms and industry compliance experts with ASIC and AFCA experience which we retain for the benefit of the entire Dealer Group community.
Our industry relationships are first class and nurtured with incredible attention in order to provide our clients with the upmost quality of specialist advice and support. We work with the best to bring you the best solutions to your business growth needs.