Working closely with financial planning and aligned accounting practices since 1985, we understand what you need from a financial services licensee. Our success lies in growing successful integrated advice businesses. We are the partner of choice for professional wealth management, accounting, SMSF and integrated advisory businesses.

We are a boutique group with the added benefit of being part of the IOOF group. The IOOF group is the second largest provider of financial services in Australia.

This means that you not only have the benefit of working with a dedicated financial services licensee, but you also have access to a large array of resources and technical knowledge that comes from being part of a larger group.

Our points of difference:

  • We offer flexible licensing solutions allowing you to choose from different levels of partnership (Authorised Representative and Dealer Associate) and the added option of moving between licensing levels depending on your circumstances.
  • We offer four authorisation levels.
  • We foster an open community network comprising of respected and successful financial planners and accountants.
  • Our RBM's have extensive industry and business qualifications and provide bespoke business coaching, leadership and care to ensure your business grows in an effective and efficient way.
  • We challenge the status quo to find a better and more efficient way of doing business.
  • We have a large technical support team to give you expert guidance as well as an industry leading Professional Development and Education Program.

And most importantly, we never forget – it's your business.

We can
help
you